Master Life Insurance and Retirement Savings Fundamentals
Equip participants with a comprehensive understanding of life insurance products, retirement savings mechanisms, and long-term financial protection strategies.
Fundamentals of Life Insurance & Retirement Savings Programme
Equip participants with a comprehensive understanding of life insurance products, retirement savings mechanisms, and long-term financial protection strategies.
Course Overview
The Fundamentals of Life Insurance & Retirement Savings Programme equips participants with a comprehensive understanding of life insurance products, retirement savings mechanisms, and long-term financial protection strategies. The programme responds to increasing demand for financial security, longevity planning, income replacement, and retirement readiness in the context of changing demographics, evolving regulatory frameworks, and rising financial risk for individuals and institutions. The course integrates life insurance principles, retirement planning concepts, risk pooling, and savings vehicles, aligned with global best practices in insurance and pension systems. Participants will gain practical insight into life insurance policy structures, premium calculation principles, beneficiary planning, retirement fund design, and savings optimisation—enabling them to support sound financial planning, responsible advisory services, and effective retirement outcomes.
By the end of this training, participants will be able to:
- Explain core concepts of life insurance and retirement savings
- Understand risk pooling, underwriting, and premium principles
- Differentiate between major life insurance products and policies
- Explain retirement savings vehicles and pension fund structures
- Assess client needs for life cover and retirement planning
- Understand longevity, inflation, and investment risk
- Apply basic retirement income planning concepts
- Support informed, ethical, and compliant insurance advice
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