About Course

Retirement Planning Training

Category: Accounting and Finance Training

Overview

The Expedition

About the Program

The Retirement Planning Training Program is designed to help individuals navigate the transition into retirement with clarity, confidence, and purpose. Whether retirement is approaching or years away, this course empowers participants to craft a meaningful plan that supports financial well-being and personal fulfillment.

Grounded in the SPICES/F model (Spiritual, Physical, Intellectual, Career, Emotional, Social, and Financial), the training provides a holistic framework for building a balanced and satisfying retirement. Participants will gain the tools to make informed financial decisions, shape a lifestyle aligned with their values, and embrace the opportunities that come with the next phase of life.

Offered both in person and virtually, the program includes a professional certificate upon completion.

Program Objectives

By the conclusion of this Retirement Planning training program, you will be able to:

Assume accountability and responsibility for your retirement plan.
Profile your next theme of life that suits your character, interests, needs and current circumstances.
Develop your holistic retirement plans encompassing Spiritual-Physical-Intellectual-Career-Emotional-Social & Financial (SPICES/F) of life.
Make sound decisions to create (invest), protect (insure, etc.) and distribute (wills, etc.) your wealth to achieve your financial well-being targets.
Live a renewed life and create fulfilling retirement lifestyles.
Optimize your senior years in terms of personal freedom and self-realization.

Target Audience

This course is ideal for:

Anyone who wants to start planning for a meaningful life after work

Employees nearing retirement (voluntary or mandatory)

Individuals 5–10 years away from retirement

Spouses of retiring employees

Training Period

Classroom: 5 Days
Online: 7 Days

Course Modules

Module 1: Preparing for Retirement

Defining “Retirement.”
Diverse Views on “Retirement.”
Key Life Challenges for Individuals in Their 50s and Beyond.
Characteristics of Highly Successful Retirees.
Life’s Three “Boxes.”
The SPICES/F Framework for Life in Retirement.
Six Planning Categories for a Successful Retirement.
Three Fundamental Elements for Autonomy and Self-fulfillment.

Module 2: Managing Emotions and Mindset

Transforming Your Life through Creativity.
Advantages of Robust Support Network.
Layers of Support–Central / Middle / Outer Circles.
Building a Better Version of Yourself with Family Support.
Obstacles to a Fulfilling Life.
Unexplored vs. Recognized Self.
Recommendations for Handling the Pressures Linked to Life Changes and Transitions.
Opportunities for Growth vs. Setbacks in Later Years.

Module 3: Planning and Controlling Finances

Creating a Financial Plan for YOUR Retirement.
Defining Your Retirement Objectives.
Assessing Your Financial Assets.
Assessing Your Current Lifestyle..
Addressing Your Concerns.
Phases in Establishing Your Retirement Objectives.
Handling Your Risk.
Estimating Your Future Expenditures.
Concerns Linked to Retirement.
Wealth Generation through Investments (Fixed vs. Equity).
Safeguarding Your Wealth and Well-being through Insurance.
Allocating Your Wealth – Estate Planning.

Module 4: Promoting Well-being in Aging

Primary Factors Leading to Mortality
Five Guidelines for Promoting Healthy Aging
Encouraging a Healthful Lifestyle
Embracing Leisure Activities
Suggestions for Maximizing Leisure Time
Techniques for Coping with Stress

Module 5: Maintaining Employment and Advancing Professional Skills

Options and Pursuits in Retirement.
Key Motivations for Working in Retirement.
Job Opportunities in the 50s.
Essential Elements for Self-discovery.
Expertise You Bring into Retirement.
Strategies for Selecting Your Career After Retirement.
Characteristics of Successful Self-made Millionaires.
Professional Pursuits – Second and Subsequent Careers.

Delivery Method

This program is taught through a mix of practical activities, theory, group work and case studies. Training manuals and additional reference materials are provided to the participants.