Retirement Planning (RPA)

Summary  

With a growing demand in the finance industry for professional Pension and Retirement Planning advice the need for specialist Retirement Planning Advisers is greater than ever.  

This one-module Micro Credential Level 9 course is essential learning for anyone involved in advising clients on pension products and retirement planning. Over the course of the module you will examine the process of using projections to determine a client’s retirement income shortfall, the contribution required to meet that shortfall and the different options which may be open to clients when taking retirement benefits from private pension arrangements.    

Benefit to you 

This course will provide students with specialist knowledge and the ability to: 

• Evaluate the steps involved in making a personal recommendation to a client in relation to his or her retirement funding needs.   

• Explain the client's entitlements, rates of payment and the taxation of the State Pension (Contributory) and the State Pension (Non-Contributory)   

• Appraise and compare the different pension products including retirement provision options for sole traders, partnerships, proprietary directors and employees.   

• Compare different methods of providing death and disability cover in conjunction with retirement funding arrangements.   

• Assess the main investment asset classes and explain optimisation of returns, the potential benefits of rebalancing and the various default strategies employed under various retirement funding arrangements.

This course is for: 

The Retirement Planning Adviser (RPA) designation is a progression route for those who hold the QFA designation and is designed for anyone who wants to take their Pension and Retirement Planning knowledge to the next level, beyond minimum competency requirements. 

Delivery and Assessment 

This part-time online course consists of a single module, delivered one evening per week over a 12-week period. 

Assessment is conducted on a continuous basis through three components: the first and second exams each contribute 25% to the final grade, while the final exam accounts for the remaining 50%. 

Fee 

€1,100 

Award and Designation 

Upon completion, participants receive a Certificate from ATU Sligo and will be awarded the Retirement Planning Adviser (RPA) designation by LIA. 

*Students must hold an active QFA designation to hold the RPA designation.   

CPD 

8 Hours Continuous Professional Development (CPD) is awarded on successful completion of this course.   

Progression 

Those that successfully complete this course will receive a module credit against the Retirement Planning module on the prestigious Postgraduate Diploma in Financial Planning - LIA's gateway to achieving the internationally recognised financial planning designation, Certified Financial Planner™ professional.   

Find out more 

For more information about this course please contact our education team level9@lia.ie or 01 456 3890. 

Alternatively, you can register your interest here to receive more information.  

How to Register 

To register click the link below to complete an application form. Please ensure you meet the entry requirements before enrolling. Your application form will be reviewed to ensure you are eligible to complete this course. Payment will not be required until after you have been accepted to the course