Smart Retirement Plan

Course Objectives

• Manage the way to build an optimum and strategic retirement plan so that they could take more strategic controls of their financial situation.
• Learn the proper action to control their financial risks such as in the event of a disaster or crisis in life such as risk of health which cause the medical expenses as well as other emergencies.
• Identify way to manage liabilities or expenses and to optimize the return on their investments, thus having continuous income over the remaining required period upon retirement.
• Manage a proper succession plan for the remaining total wealth that they probably left during the retirement through proper estate planning.

Target Audience

Non-financial professions above 35 years

Methodology

Lecture, Accele-rated learning, Group discussion, Live-simulation, Gami-fication, e-Apps & eMedia

Course Modules

• MODULE 1: MANAGING NETWORTH
• MODULE 2: RISK MANAGEMENT
• MODULE 3: OPTIMISING RETIREMENT PLAN
• MODULE 4: FULFILLING ZAKAT & INCOME TAX
• MODULE 5: ESTATE PLANNING