Financial planners attending at the 2016 Conexus Financial Post Retirement Conference can apply for one of two scholarships to undertake the University of NSW Retirement Planning course, courtesy of event sponsor Challenger.
Developed by Challenger and UNSW, the retirement planning course is designed to complement existing RG146 requirements and focuses on retirement planning, and particularly retirement risk management.
Challenger’s head of adviser services, John Carnevale, says the company is offering the scholarships to financial planners attending the Post Retirement Conference to underline its commitment to helping advisers develop the skills they need to most effectively help clients make the transition to a comfortable and dignified retirement.
More than 200 delegates are registered to attend Day 2 of the Post Retirement Conference, which is tailored specifically for financial planners and advisers. It features a range of presentations and speakers in a program designed to examine the key aspects of providing effective retirement planning solutions to an ageing population.
Registrations remain open and there a small number of places left. Members of the Financial Planning Association are eligible to register for a discounted rate of $95 (usually $195). The Post Retirement Conference is organised by Conexus Financial, the publisher of Professional Planner.
Delegates at the PRC will be invited to apply for the scholarships, and to provide Challenger with a CV and a 500-word explanation of why completing the retirement course would be of benefit. Challenger will select at its sole discretion the scholarship recipients from the applications it receives. Recipients will be able to undertake study as soon as semester two, which starts in late July.
The course description for the retirement planning course says it is structured to provide the knowledge necessary to provide effective financial advice for retirement planning in the context of increasingly complex financial products and government policies.
The course will cover:
- Current and future demographic characteristics with a focus on life expectancies
- Risks faced in retirement, including longevity risk, inflation risk, interest risk, adequacy risk and contingency risk
- Current and proposed retirement income products
- The public pension, publicly provided benefits and their interaction with superannuation and other private benefits
- Residential options, health and aged care
- Estate planning
- Designing a “retirement plan”
- Understanding the consumer.
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