Superannuation and Retirement Planning

Issued by Griffith University

Earners have demonstrated successful achievement of learning outcomes in the following areas: Retirement Planning: Accumulation and Retirement Planning: Transition and Decumulation. This badge meets the FASEA National Financial Adviser Curriculum core knowledge area for Superannuation and Retirement Planning.

Skills

Client Relations And Stakeholder Management
Cognitive
Critical Thinking
Oral And Written Communication
Problem Solving Skills
Research Skills
Superannuation And Retirement Planning Skills
Technical And Creative Skills

Earning Criteria

Demonstrated knowledge of current legislation and policy relevant to the Australian superannuation industry, Demonstrated ability to prepare a retirement planning strategy, including advice on superannuation, benefits, risk, tax treatments and social security.

Standards

FASEA standards

This badge meets the FASEA National Financial Adviser Curriculum core knowledge area for Superannuation and Retirement Planning