Most of us are experts at bringing in investments and focusing on the acquisition phase of a persons' life. However many of us struggle when our clients retire and enter the distribution phase. Recommending dividend plans or SWP options alone may not necessarily be the most ideal recommendation. Moreover, there is a growing business opportunity in focusing on Retirement. Increasing number of people across age groups, especially in their later years are approaching advisors to guide them with their retirement investments. Therefore it pays to have better Retirement conversations.
ABOUT THE CERTIFICATION
The Retirement Readiness Certification is brought to you by PGIM India Mutual Fund & CIEL, to build competency in the area of retirement. This certification aims to help you, by enhancing the quality of interactions you can have with your clients and making the right recommendations relevant to the distribution phase of your client's life. The Retirement Readiness Certification brought to you by PGIM India Mutual Fund & CIEL, is a relevant program that has the power to qualitatively alter retirement related conversations, by bringing in retirement concepts in a very practical format.
SUITABLE FOR THOSE WHO WANT TO
- Prepare themselves to have meaningful retirement conversations with clients
- Scale up to a higher valuation business model with retirement-oriented assets
COURSE CONTENT
- Retirement income needs & objectives
- Integrate understanding of products and strategy
- Recommend appropriate tax-efficient retirement income options
CONTENT OUTLINE
- The Retirement Mindset : The need and urgency for retirement solutions
- Retirement Principles and Products : An introduction to retirement solutions, both traditional and modern
- Execution of Retirement Solutions : Well-rounded retirement solutions encompassing the entire spectrum of products, including the distribution phase.
- Financial Dashboard : Covers the Retirement Math and relevant calculators
- Converting Corpus into Income : Provides insights into designing optimal retirement income streams
COURSE MATERIAL
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Comprehensive e-workbook
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Concept building through online self-study modules with interactivities
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Online videos, infographics, glossary terms and articles
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Practical and relevant case studies
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Quizzes and tests to monitor progress
- Online exam and certification
DURATION
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2 - MONTH ONLINE CERTIFICATION
ELIGIBILITY
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Empaneled distributors of PGIM India Asset Management Private Limited
- If you are not empaneled with PGIM India Mutual Fund then you can empanel online in a few minutes.
EXAM
- The Certification Examinations will be held at NSE IT centres across locations. Exam dates will be intimated on registering for online exam. Exam Fees of Rs.500 to be paid to NSE which is included in course fee
COURSE FEES
| Course Fees |
: Rs.10,500 (inclusive of GST) |
| PGIM India Discount |
: Rs.6500 |
| Register and pay |
: Rs.4,000 |
COURSE AVAILABLE FROM
PROMO VIDEOS
ABOUT PGIM INdia ASSET MANAGERS PVT. LTD.
PGIM India Mutual Fund is a wholly owned business of PGIM, the global investment management business of the US based Prudential Financial, Inc. (PFI). With operations in the United States, Asia, Europe and Latin America, PFI has provided customers with a variety of products and services, including life insurance, annuities, retirement-related services, mutual funds and investment management.
PGIM is the global investment management business of PFI, one of the top 10 investment managers. PGIM offers a wide range of actively managed asset classes and investment styles including Equities, Fixed Income and Real Estate. It has its presence across 15 countries in 37 offices with over 1,200+ investment professionals.
PGIM India Asset Management is a full service investment manager offering a broad range of equity and fixed income solutions to retail and institutional investors throughout the country. We manage 18 open-ended funds operated by 16 investment professionals. In addition to managing our investors assets through domestic Mutual Funds, we also offer Offshore Funds and Portfolio Management Services. The fund house leverages the strength and stability of PGIM’s 140-year legacy to build on its decade long history in India.
ABOUT CIEL
Centre for Investment Education and Learning (CIEL) is a learning solutions company for the investments and financial services sector.CIEL's training approach combines conceptual clarity with practical application. We have conducted Wealth Management Certification Programs since 2007. CIEL's Wealth Management Advance Certification is accredited by NISM under the RIA guidelines. Trained over 12000 private bankers, advisors and relationship managers
To Register for the Retirement Readiness Certification OR speak to your PGIM India MF Relationship Manager.In case of any queries write to: partnerdesk@pgimindia.com
DISCLAIMER
The Retirement Readiness Certification is being offered by PGIM India Mutual Fund and Centre for Investment Education & Learning (CIEL), to build competency in the area of retirement which will enhance the knowledge and quality of interaction of the participants in the field of retirement products. The participants may offer services in the field of retirement products, subject to fulfilling regulatory requirements, if any, in this regard.
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