Master Class Pension Planner

Unique program for every financial professional about social security, pension rights, investment insurance, group insurance.

DOWNLOAD

Need advice in selecting the right program? I'm here to help. 0032 (0)475 60 22 82

This program is taught in Dutch

About the program

Social security, insurances, partner pension and pension planning are essential parts of a financial plan. This master class provides theoretical knowledge as well as practical building blocks to learn how to manage these aspects of a financial plan.

When people are building up financial independence, risks such as disability or unemployment can have a serious impact on their financial situation. Payment of the statutory pension is an important basis for financial independence for many people as they get older. Financial planners need to have a good knowledge of benefits and statutory payments and how these can differ depending on the framework within which economic activities were performed. In many cases additional solutions will have to be found. Covering risks usually happens through insurances.

Learning objectives

After attending this program:

  • You have ample knowledge of benefit and pension payments and how these can differ depending on the framework within which economic activities were performed.
  • You have learned how fiscal stimuli of insurance products work and how they can be used in optimization.
  • You have gained insight into the workings and possibilities of insurances for capital planning.

Curriculum

This master class is part of the ‘Executive Master in Personal Financial Planning’. This part-time master class consists of 4 modules which can be taken separately. The other modules are:

In the module ‘Pension Planner’ the following topics will be addressed:

  • Insurance products and fiscal stimuli: functioning, usage and optimization
  • Insurances & capital planning: functioning, possibilities and recent law and legislation

Participants

This course is designed for finance professionals with a university degree and at least 3 to 5 years of relevant experience. Possible profiles are: financial advisors in banking and insurance industries, private bankers, accountants and tax consultants, managers, directors of family businesses, lawyers, notaries and jurists.

 
Next steps

Need advice in selecting the right program? I'm here to help.

DOWNLOAD

How can I help you?

Bert De Vos, Program Manager

Need advice in selecting the right program?
I'm here to help.
 0032 (0)475 60 22 82