Retirement Planning & Employee Benefits

This module would cover the knowledge of basic strategies towards achievement of objectives of a client of his/her post-retirement financial and other needs. Tested in detail would be the application of knowledge and abilities to execute the retirement strategy to attain the required corpus by systematically building the required corpus through products like National Pension System (NPS), Employees’ Provident Fund (EPF) and other investment products; exploring and constructing various retirement solutions such as income flow from a purchased annuity and/or a fixed asset as well as of retirement products available or devised/customized. For clients who are employees of an organization – government, quasi-government or private, the superannuation benefits eligible and their assimilation in retirement strategy would be required for a prospective CFP professional.