Professional Certificate in Retirement Business Development
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• Retirement Industry Overview: Understanding the retirement industry, its trends, and growth opportunities.
• Retirement Planning Fundamentals: Exploring the key principles of retirement planning, including investment strategies and risk management.
• Selling to Seniors: Best practices for selling to seniors, including communication strategies and ethical considerations.
• Retirement Business Development: Developing a successful retirement business, including marketing, sales, and customer service strategies.
• Retirement Products and Services: Understanding the range of retirement products and services available, including annuities, long-term care insurance, and reverse mortgages.
• Legal and Compliance Considerations: Navigating the legal and compliance landscape of the retirement industry, including regulations and laws.
• Technology in Retirement Business: Leveraging technology to enhance the retirement business, including customer relationship management (CRM) systems and digital marketing tools.
• Financial Planning for Retirees: Providing financial planning services to retirees, including tax planning, estate planning, and Social Security optimization.
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EntryRequirements
- BasicUnderstandingSubject
- ProficiencyEnglish
- ComputerInternetAccess
- BasicComputerSkills
- DedicationCompleteCourse
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- NotAccreditedRecognized
- NotRegulatedAuthorized
- ComplementaryFormalQualifications
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- ThreeFourHoursPerWeek
- EarlyCertificateDelivery
- OpenEnrollmentStartAnytime
- TwoThreeHoursPerWeek
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