Introduction

This program targets those in wealth management roles helping clients with their retirement planning and management.

Keywords

Retirement planning, retirement portfolio, retirement needs planning, investment options, investment risks, risk mitigation, effective investing techniques

What You Learn

1

Importance of Retirement Planning.

2

Planning for retirement needs, including healthcare, travel, and inheritance.

3

Various investment options, including fixed-income instruments, reverse mortgages, and equity.

4

Risks associated with investments and how to advise clients.

What You Get

Videos

Videos

Articles

Articles

Digital Badges

Digital Badges

Quizzes

Quizzes

Handouts

Handouts

One-to-one mentorship

One-to-one mentorship

This Is For You If

You wish to build a career as a wealth manager for HNWIs, focusing on retired and retiring individuals.

How You Benefit

Make effective financial plans for retiring clients.

Become a trusted advisor who can explain all the benefits and risks of investment options.

Create a retirement portfolio through effective investing techniques.

Develop the agility to adjust portfolios based on changing needs.

Master estate and post-mortem legacy management paradigms.

Develop the business acumen needed to be a trusted advisor.

Related Programs

1

Retirement Planning Lifecycle

What You Shouldn’t Miss

Second Innings - Life After Retirement

Second Innings - Life After Retirement

5
Re-plan life for a second, productive phase of life post-retirement.
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Alternative Investments

Alternative Investments

4.8
Alongside to stocks and bonds, alternative investments hedge portfolios and mitigate risks.
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Wealth Management

Wealth Management

5
This program will help you understand portfolio theory and what it takes to be a wealth manager.
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The Silver Brook Advantage

End-to-End Program Management

Every program is managed end to end by the SB team through reminders, attendance, assignments, mentorships, and tests.

Going the Extra Mile

Each program is designed and delivered with a focus on maximizing learning outcomes and achieving the terminal objectives.

The Personal Touch

Our programs are tailor-made to our partner organizations and their individual learners.

Integration across Disciplines

Programs across Life Skills, Leadership, Business, and Technology for all industry sectors.

Why Learn from

Silver Brook

20,000

programs conducted in nearly 2 decades.

80%

of our clients are Fortune 500 companies.

92

out of 100 learners recommend our programs to others (NPS score).

483,000+

professionals have leveled up their skills and mindsets.

42%

of our programs are mandatory for some clients’ employees.

80%

of clients repeat our programs.

800

years of collective experience in planning and upskilling.

50+

Facilitators come from top management and leadership roles.

12

countries and growing…

Get it

Customized

Call us to talk to one of our learning advisors about your upskilling requirements or use the form below to send us a message.