Training on Retirement Planning & Wealth Management
Learn retirement planning, wealth creation, and investment strategies for long-term financial security.
Duration
5 days
Live instruction
Delivery
Physical + Virtual
Cohort based
Level
Foundation
Working professionals
Certification
NITA reimbursable
For Kenyan cohorts
Language
English
All materials
About this programme
Effective retirement planning and wealth management are essential for achieving long-term financial security and stability. Individuals and organizations must adopt structured approaches to savings, investments, and risk management to ensure sustainable income in retirement.
This course provides a comprehensive understanding of retirement planning strategies and wealth management principles. Participants will learn how to build, grow, and protect wealth through informed investment decisions, financial planning, and risk management techniques tailored for long-term goals.
Duration
5 Days
Who Should Attend
- Finance and investment professionals
- Pension scheme members and administrators
- HR and benefits managers
- Entrepreneurs and business professionals
- Individuals interested in personal financial planning
What you'll walk away with
By the end of this course, participants will be able to:
- Understand retirement planning and wealth management principles
- Develop personalized retirement plans
- Apply investment strategies for wealth growth
- Manage financial risks and protect assets
- Make informed financial and investment decisions
What we cover, module by module
Module 1: Fundamentals of Retirement Planning
- Principles of retirement planning
- Setting financial goals and objectives
- Income needs and replacement ratios
- Retirement savings strategies
- Case Study: Retirement planning challenges
- Practical: Personal retirement assessment
Module 2: Wealth Creation & Investment Strategies
- Investment options (stocks, bonds, real estate, funds)
- Risk-return trade-offs
- Portfolio building basics
- Diversification strategies
- Workshop: Building an investment portfolio
- Case Study: Wealth creation strategies
Module 3: Risk Management & Asset Protection
- Types of financial risks
- Insurance and risk mitigation strategies
- Asset protection techniques
- Estate and succession planning basics
- Practical: Risk assessment exercise
- Case Study: Managing financial risks
Module 4: Tax Planning & Retirement Income Strategies
- Tax-efficient investment strategies
- Retirement income planning
- Withdrawal strategies
- Managing inflation and longevity risks
- Workshop: Retirement income planning
Module 5: Financial Planning & Wealth Management Best Practices
- Developing a comprehensive financial plan
- Monitoring and reviewing investments
- Behavioral finance and decision-making
- Best practices in wealth management
- Capstone Exercise: Personal wealth and retirement plan
Where the change lands
Individual Impact
- Improved financial planning and decision-making skills
- Better understanding of investments and wealth growth
- Increased ability to manage risks and protect assets
- Enhanced confidence in retirement planning
Organizational Impact
- Financially informed workforce
- Improved employee financial wellbeing
- Better retirement preparedness
- Enhanced productivity and reduced financial stress
Common questions.
Still not sure? Send us a note and a facilitator will get back to you within a business day.
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Course finder
Find the right course for you
Prefer to talk it through? Send us an enquiry and a facilitator will scope a fit within a business day.
For corporate teams
Training 10+ professionals?
We deliver Training on Retirement Planning & Wealth Management in-house at your offices, at a venue we arrange, or fully virtual. Customise the curriculum against your KPIs, and get a bespoke price for the cohort size you need.