Global Certificate in Retirement Legacy Building

-- ViewingNow

The Global Certificate in Retirement Legacy Building is a comprehensive course designed to empower finance professionals, lawyers, and advisors to guide clients in creating a lasting legacy. This certification focuses on critical areas such as estate planning, wealth management, and retirement strategies, making it highly relevant in today's aging population.

5,0
Based on 5.688 reviews

4.101+

Students enrolled

GBP £ 149

GBP £ 215

Save 44% with our special offer

Start Now

AboutThisCourse

With the increasing demand for experts who can help clients manage their retirement finances and create a lasting legacy, this course is a valuable asset for career advancement. It equips learners with essential skills in managing trusts, understanding tax implications, and ensuring that estate plans align with clients' values and goals. By completing this course, learners demonstrate a commitment to ethical practices, professional development, and client-centered service, setting them apart in a competitive industry.

HundredPercentOnline

LearnFromAnywhere

ShareableCertificate

AddToLinkedIn

TwoMonthsToComplete

AtTwoThreeHoursAWeek

StartAnytime

NoWaitingPeriod

CourseDetails

• Estate Planning: Understanding the basics of estate planning, wills, trusts, and probate.
• Legacy Investing: Strategies for growing and preserving wealth for future generations.
• Charitable Giving: Maximizing the impact of charitable contributions and tax benefits.
• Family Governance: Establishing policies and procedures for managing family assets and conflicts.
• Intergenerational Wealth Transfer: Techniques for transferring wealth while minimizing taxes and maintaining family values.
• Retirement Income Planning: Creating a sustainable income stream in retirement.
• Risk Management: Identifying and mitigating potential risks to retirement assets.
• Social Security and Medicare Planning: Optimizing benefits and coverage.
• Tax Planning: Minimizing taxes in retirement and beyond.
• Health and Long-Term Care Planning: Preparing for future health care needs and costs.

CareerPath

EntryRequirements

  • BasicUnderstandingSubject
  • ProficiencyEnglish
  • ComputerInternetAccess
  • BasicComputerSkills
  • DedicationCompleteCourse

NoPriorQualifications

CourseStatus

CourseProvidesPractical

  • NotAccreditedRecognized
  • NotRegulatedAuthorized
  • ComplementaryFormalQualifications

ReceiveCertificateCompletion

WhyPeopleChooseUs

LoadingReviews

FrequentlyAskedQuestions

WhatMakesCourseUnique

▼

HowLongCompleteCourse

▼

WhatSupportWillIReceive

▼

IsCertificateRecognized

▼

WhatCareerOpportunities

▼

WhenCanIStartCourse

▼

WhatIsCourseFormat

▼

CourseFee

MostPopular
FastTrack GBP £149
CompleteInOneMonth
AcceleratedLearningPath
  • ThreeFourHoursPerWeek
  • EarlyCertificateDelivery
  • OpenEnrollmentStartAnytime
Start Now
StandardMode GBP £99
CompleteInTwoMonths
FlexibleLearningPace
  • TwoThreeHoursPerWeek
  • RegularCertificateDelivery
  • OpenEnrollmentStartAnytime
Start Now
WhatsIncludedBothPlans
  • FullCourseAccess
  • DigitalCertificate
  • CourseMaterials
AllInclusivePricing

GetCourseInformation

WellSendDetailedInformation

PayAsCompany

RequestInvoiceCompany

PayByInvoice

EarnCareerCertificate

SampleCertificateBackground
GLOBAL CERTIFICATE IN RETIREMENT LEGACY BUILDING
IsAwardedTo
LearnerName
WhoHasCompletedProgramme
UK School of Management (UKSM)
AwardedOn
05 May 2025
BlockchainId s-1-a-2-m-3-p-4-l-5-e
AddCredentialToProfile
SSB Logo

4.8
Nova Inscrição
→ Ver Curso