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.
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.
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
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.