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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 DHFL Pramerica 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 DHFL Pramerica 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

  • Comprehensive e-workbook
  • Concept building through online self-study modules with interactivities
  • Online videos, infographics, glossary terms and articles
  • Practical and relevant case studies
  • Quizzes and tests to monitor progress
  • Online exam and certification

DURATION

  • 2 - MONTH ONLINE CERTIFICATION

ELIGIBILITY

  • Empaneled distributors of DHFL Pramerica Asset Managers. Pvt. Ltd.
  • If you are not empaneled with DHFL Pramerica Mutual Fund then you can empanel online in a few minutes. Online Empanelment

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)
DHFL Pramerica Discount : Rs.7500/Rs.6500
Last date extended till 31st May 2018 by popular demand : Rs.3,000 Register
Register after 31st May 2018 and pay : Rs.4,000

COURSE AVAILABLE FROM

  • 15th April 2018

ABOUT DHFL PRAMERICA ASSET MANAGERS PVT. LTD.

DHFL Pramerica Asset Managers Pvt. Ltd. is a 50:50 joint venture between Pramerica and DHFL. Pramerica is the brand used by Prudential Inc (PFI) in India. It is among the top 10 asset managers in the world. It is also the largest life insurance and retirement player in the world's largest market – United States. DHFL is the second largest housing finance company in India with a presence in 351 cities and towns across India. DHFL Associate companies cover a wide spectrum of businesses including home finance, education loans, life insurance, general insurance and asset management.

We manage over Rs.24,000 Cr of average assets through our Mutual Fund schemes and our PMS services. We have offices in 23 cities and are backed by a strong investment team comprising over 18 members as on 28th Feb 2018

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 Register    OR speak to your DHFL Pramerica MF Relationship Manager.In case of any queries write to: partnerdesk@dhflpramericamf.in

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DISCLAIMER

The Retirement Readiness Certification is being offered by DHFL Pramerica 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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