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Retirement & Pension Planning

Duration 6 Weeks (Executive Short Course – online)
Cost KES 5,000
Target Audience

This course is designed for:
• Employees in public and private sector organizations
• Individuals approaching retirement
• Mid-career professionals planning ahead for retirement
• Retirees seeking to manage pensions and investments effectively
• Human resource and pension administrators
• Entrepreneurs and self-employed individuals
• Anyone interested in long-term financial security

The course Retirement & Pension Planning is designed to equip individuals with practical knowledge and planning tools to prepare for a financially secure, dignified, and fulfilling retirement.

As retirement transitions approach, many individuals face uncertainty regarding pensions, savings, investments, healthcare, and post-retirement lifestyles. This course enables participants to understand pension systems, retirement income options, and personal financial planning strategies that support long-term financial security.

The course emphasizes early planning, informed decision-making, and sustainable financial habits, empowering participants to make prudent choices before and after retirement while safeguarding their well-being and independence.

What you will learn:

By the end of the 4 weeks, participants will be able to:
• Understand pension schemes, retirement benefits, and payout options
• Plan for retirement income, savings, and investments
• Make informed decisions on lump sums, annuities, and pension drawdowns
• Manage financial risks associated with longevity, inflation, and healthcare
• Align retirement planning with personal goals and lifestyle expectations
• Strengthen financial discipline and long-term budgeting skills
• Navigate regulatory and institutional pension frameworks confidently
• Prepare psychologically and financially for life after active employment

Personal & Financial Impact Snapshot

Improved retirement readiness and financial confidence
Better management of pensions and retirement income
Reduced financial stress and uncertainty
Secure and dignified post-retirement life