Course Overview

This advanced course is designed to provide participants with a comprehensive understanding of the intricate financial aspects of retirements and pensions. Participants will delve into the complexities of retirement planning, pension fund management, investment strategies, risk mitigation, and regulatory compliance. Through practical insights and expert guidance, attendees will develop the expertise needed to make informed financial decisions that ensure a secure and prosperous retirement for individuals and efficient pension fund administration for organizations.

Module 1: Essentials of Retirement Planning and Finance

• Navigating the different stages of retirement planning
• Assessing retirement needs, expenses, and income sources
• Understanding the importance of financial literacy for retirees

Module 2: Investment Strategies for Pension Funds

• Exploring investment approaches suitable for pension portfolios
• Diversification techniques and asset allocation strategies
• Balancing risk and return for optimal pension fund growth

Module 3: Pension Fund Management and Risk Mitigation

• Identifying risks associated with pension fund management
• Developing risk management strategies for pension stability
• Evaluating market, interest rate, and longevity risks

Module 4: Legal and Regulatory Frameworks

• Understanding pension regulations, legal obligations, and compliance
• Fiduciary responsibilities and ethical considerations
• Navigating reporting requirements and regulatory changes

Module 5: Retirement Income Streams and Strategies

• Exploring retirement income sources: pensions, annuities, investments, and more
• Maximizing retirement income through strategic planning
• Managing taxation and inflation impact on retirement income

Module 6: Communication and Member Engagement

• Effective communication strategies for pension information dissemination
• Engaging pensioners and members in retirement planning
• Addressing member concerns and providing exceptional service

Module 7: Long-Term Sustainability and Governance

• Building a sustainable pension fund strategy for the long term
• Incorporating environmental, social, and governance (ESG) factors
• Ethical governance practices and transparent pension administration

Course Benefits:

• Gain advanced insights into the financial intricacies of retirements and pensions.
• Develop investment expertise and risk management skills for pension funds.
• Ensure regulatory compliance and navigate legal obligations effectively.
• Enhance communication and member engagement strategies.
• Understand retirement income streams and taxation implications.
• Foster long-term sustainability through strategic planning.
• Benefit from expert guidance to make informed financial decisions.

This course empowers participants with advanced knowledge of retirement finance and pension management. By mastering investment strategies, risk mitigation, regulatory compliance, and communication, participants will be well-equipped to navigate the complexities of retirement planning and pension fund administration, ensuring financial security and success for retirees and pension stakeholders.

Course Fee

₦165,000

Date & Location

• Date: 13th Aug - 15th Aug, 2024
• Location: Lagos
• Virtual Learning: Available

• Date: 12th Nov - 14th Nov, 2024
• Location: Lagos
• Virtual Learning: Available