Retirement Planning Basics Course (Video & eBook)

Are you ready to embark on a journey towards a secure and fulfilling retirement? Our comprehensive guide covers everything you need to know about retirement planning basics, from its meaning and historical background to the top principles that will shape your financial future.

4.89 (93 ratings)

What Will You Learn?

  • Introduction to Retirement Planning
  • Historical Background of Retirement Planning
  • Top Principles of Retirement Planning
  • Types of Retirement Planning
  • Steps on a Successful Retirement Planning
  • How much to save or when to retire?
  • Precautions or Red Flags to Consider
  • Navigating your Retirement Plannings over the year 
  • Case Studies
  • Glossary, FAQs & Key Takeaways

This Course Includes

1+ hours of video tutorials

eBook on Retirement Planning Basics

Certificate of completion

Course Summary

Our course is your beginner guide to understanding the fundamentals of retirement planning. Where you will embark on a comprehensive exploration of successful retirement planning, covering their origin, structures, diverse strategies and how to  measure their performance.

CourseRetirement Planning Basics
Core CoverageIntroduction to Retirement Planning
Meaning of Retirement Planning
Historical Background
Top Principles of Retirement Planning
Types of Retirement Planning
Steps on a Successful Retirement Planning
How much to save or when to retire
Precautions or Red Flags to Consider
Navigating your Retirement Planning over the year
Case Studies
Online Retirement Planning Basics Course ValidityUnlimited access to the online Retirement Planning Basics Course videos for 1 year
What Do You get?Certificate of Completion
Certification TypeOnline Certificate
Verifiable CertificatesYes
Type of TrainingSelf-Paced Video Course

Course Content

Course Description

Our beginner level course on Retirement Planning will take you on a transformative journey toward a secure retirement. Through this course you will delve into the intricacies of retirement planning, from understanding its historical context to mastering top principles. You will navigate the steps for successful planning, uncover potential pitfalls, and draw inspiration from real-life case studies. By the end of this course, you will equip yourself with the knowledge to craft a personalized retirement strategy for a financially sound and rewarding future.

What We Offer:

  • Comprehensive Curriculum: Our course provides in-depth knowledge on Retirement Planning, covering every aspect from the fundamentals to real-world examples. At the end of the course, we will guide you on becoming a Retirement Planner.
  • Practical Insight: The course will enable you to access tools and resources to help you calculate savings goals, evaluate investment options, and track your progress, empowering you to take control of your financial future.
  • Flexible Learning: We understand that life can get busy, so our course is designed to be flexible. You get to study at your own pace, and access the course materials 24/7 from anywhere in the world. 
  • Certification: Upon successful completion of the course requirements, you will receive a Certificate of Completion, showcasing your dedication to learning and your newly acquired expertise in Retirement Planning. You can display your certificate proudly on your resume or LinkedIn profile to enhance your professional credibility.

Retirement Planning Basics Course Certificate Sample

Who Is Eligible?

  • Working professional
  • Pre-Retirees
  • Early- stage Professionals
  • Students and educators
  • Anyone Seeking Financial Literacy

Frequently Asked Questions (FAQs)

Yes, this course is designed for both beginners and experienced investors, providing a solid understanding of Retirement Planning and financial security  regardless of your current knowledge level.

This course is designed for individuals of all backgrounds and ages who are interested in securing a stable and rewarding retirement. Whether you’re just starting your career, nearing retirement, or looking to optimize your existing plan, our course caters to a broad audience.

No prerequisites are required. This course is open to anyone interested in gaining insights into how to plan for retirement.

The course duration depends on your pace of learning. Since the course is self-paced, you can complete it at your convenience.

Yes, upon successfully completing the course, you will receive a certificate of completion to showcase your newfound expertise.

Yes. Every course will conclude with MCQ-style quizzes to test your learnings throughout the course. You will be provided with a certification once you score the minimum marks required from the assessment.

Yes. Anyone from anywhere, irrespective of their geographical location, can enroll in the course.

You may contact us at [email protected] for course related inquiries.

Get started now, Begin your journey to a fulfilling retirement!

Course Reviews / Testimonials

Alex Morris, Graduate Student

“This retirement planning course has been a revelation for me as a student. The clear explanations, interactive lessons, and supportive community have demystified financial planning, empowering me to confidently shape my future. It’s an invaluable resource for students navigating the path to a secure retirement.”

Robert H., Hotelier

“As someone approaching retirement, this course was a game-changer. The expert guidance and interactive learning format made complex concepts easy to understand. Highly recommended for anyone serious about their retirement.”

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Created By WallStreetMojo

Course Director

Dheeraj Vaidya, CFA, FRM

  • ex-JPMorgan, CLSA Equity Analyst
  • CFA, FRM Chaterholder
  • 18+ years of Training Experience