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Investment Planning and Retirement Planning


This course will enable candidates to obtain an understanding of the concepts of investment planning and personal investment portfolio management, the concepts of risk and return and how return from investments can be optimized, the various type of asset classes available for investment by recognize the importance of personal retirement maps to suit client objectives and lifestyles, the basic guidelines of retirement planning and common pitfalls and misconceptions of retirement. 




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Skills Covered

After completing this course, you will be able to:

    Who Should Attend


    Ready to Level Up?

    Our training programmes provide participants with the opportunity to gain a more in-depth understanding in their relevant professions, and is also a great choice for people looking to upskill themselves.