Training Overview:
This “Financial Planning & Life After Retirement” training equips participants with the essential knowledge and tools to manage savings, investments, pensions, and retirement funds. The course is designed to ensure financial stability after retirement by focusing on smart financial strategies. Additionally, it helps individuals navigate the emotional and psychological aspects of transitioning from a work-focused life to a fulfilling retirement, preparing them to face challenges and embrace new opportunities.
Training Objectives:
- To understand the importance of effective financial planning for retirement.
- To explore strategies for managing and growing savings, investments, pensions, and retirement funds.
- To provide tools and techniques for budgeting and tracking retirement funds.
- To address emotional and psychological challenges when transitioning from work to retirement.
- To help individuals make informed decisions on life after retirement, enhancing overall well-being.
Learning Outcomes: By the end of the training, participants will be able to:
- Develop a personalized retirement financial plan, including savings, investments, and pensions.
- Understand how to manage and allocate resources for long-term financial security.
- Recognize and address the psychological and emotional shifts experienced during retirement.
- Apply budgeting techniques and tools to monitor and manage post-retirement funds.
- Make informed choices on spending and investments that align with long-term retirement goals.
- Gain confidence in transitioning from work to retirement with a strong sense of purpose and stability.
Who Should Attend?
- Individuals planning for retirement in the near future.
- Employees of all ages interested in securing their financial future.
- People approaching retirement age seeking guidance on financial and emotional transitions.
- Financial planners and advisors who wish to specialize in retirement planning.
- Anyone interested in gaining a deeper understanding of post-retirement financial management.
Training Duration:
- The training will span 2 days, with 6-hour sessions each day, totaling 12 hours.
Standard Training Fee:
- The standard training fee is Tsh 500,000 per participant.
Training Contents:
- Introduction to Retirement Planning:
- Understanding Investments for Retirement:
- Pensions and Retirement Funds:
- Budgeting for Life After Retirement:
- Emotional and Psychological Aspects of Retirement:
- Health Issues and Retirement:
- Post-Retirement Financial Management:
Upon successful completion of the course, participants will receive a Certificate of Completion in Financial Planning & Life After Retirement, which can enhance professional credibility and demonstrate commitment to securing a fulfilling and financially stable retirement