Learning Material Sample

Retirement planning CLOSED

13. End of course assessments.

Chapter Links

Introduction and overview of retirement planning

1. Assessing retirement planning needs

2. HMRC Rules Part 1

3. HMRC Rules Part 2

4. Transitional protection

5. State Pension Benefits

6. Defined contribution pension schemes

7. Occupational defined benefit pension schemes

8. Retirement options

9. Risk & return

10. Other investments for retirement planning

11. Pensions and Divorce

12. Analysing needs and choosing products

13. End of course assessments.

Case study with 20 related multiple choice questions. Below each question you will see in red on the orange bar "Click here for case study". Click on the bar and the case study appears.
Complete this 20 question final assessment to evidence your knowledge. Your results will be emailed to you.
Complete this second 20 question final assessment after further studies if you fail the first assessment or perhaps just want a further test of your knowledge. Your results will be emailed to you.

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CF4 Retirement planning - online course (CLOSED)

CeFA3 Retirement Planning and Protection - online course (CLOSED)