The world around us has changed. As independent financial advisers we need to learn new skills and acquire qualifications that will help us add value to our clients. One of the hardest areas is the area of retirement.
The Certified Post Retirement Practitioner® certification programme is a world first that will help you add immense value to your clients and their families.
- Enhance your value proposition
- Boost your qualifications
- Remain engaged and educated around retirement planning conversations
HOW IT HELPS YOU
Internationally, Financial Advisory Communities are facing challenges on many fronts such as economic outlooks, investment returns, changing regulations, increased administration, compliance and expenses as well as the ability to provide a justifiable ‘value-added’ advisory and guidance process to clients. This programme gives you access to the leading commentary, practices and psychology that is disrupting retirement planning.
HOW IT HELPS YOUR CLIENTS
For decades the approach to retirement planning has been focussed on the client’s long-term savings. Repeated conversations that include the words ‘annual review’ and ‘investment reports’ have created a sense that the client is no longer the client… their money is! With this certification, you will be able to bring your client and their needs back into focus. Your approach will be better fashioned to helping your clients and their families.
ATTEND THE WEBINARS
These four webinars, along with our world-first Certified Post Retirement Practitioner CPRP®️ Designation Program, will equip you on how to advise and guide clients, as well as their families, towards a better understanding of the ‘Psychology of the Journey Towards and Beyond Retirement’ - specifically in a post-COVID19 world.
REGISTER FOR THE COURSE
Paid-up SAIFAA members only need to pay a once-off CPRP® programme registration fee of R1000.00 (non-members: R3000.00).
READ TWO BOOKS
After registration, there are two books that you will need to read. 'Over the Moon' and 'Rewire Your Future' are made available to all enrolled members, if you have not received your books, please email us with the button below.
ENROL | CPRP® EXAM STUDY PROGRAMME
Through Growth in Motion Academy (GIMA), you are able to work through two additional reading assignments and complete the online exam to finish your qualification process (R350). A pass rate of 60% is required.
BECOME A MEMBER
Interested in joining SAIFAA? Becoming a member is a simple process, please click on the button below to access our membership registration page.
If you want to enhance your value proposition and boost your qualifications, this course will equip you to advise, guide and help your clients, their spouses and families towards a better understanding of, and preparing themselves for, the multitude of realities and challenges of retirement.
+27 (0) 82 441 5000