Retirement products

Module 0

Introduction

Module 1

Family budget management

Module 2

Basics of financial decision-making: Financial instruments, characteristics, core variables and decision criteria

Module 3

Financial decision-making by entrepreneurs, businesspersons and professionals

Module 4

The psychology of financial decisions

Module 5

The interpretation of economic-financial information

Module 6

The quantification of the economic financial information

Module 7

The role and functions of the financial system

Module 8

The digital transformation process

Module 9

The legal framework

Module 10

The use of means of payment

Module 11

Deposits

Module 12

Loans and credit facilities

Module 13

Fixed income

Module 14

Equity securities

Module 15

Collective investment undertakings

Module 16

Retirement products

Module 17

Other financial products and services

Module 18

Exercises

Concept

In order to keep a standard of living during retirement similar to that enjoyed in working years, it is necessary to provide for an income that supplements revenues from public pension systems.

This supplement can be constituted through a variety of financial products, but pension plans are the product that has been created and regulated specifically for this purpose.

There is a wide range of types of pension plans that allow the saving effort to be adapted to each stage of working years. When the time comes, you can choose the type of benefit that best suits the recipient’s family and financial situation.

Exchange Traded Fund (ETFs)

The role of financial instruments for risk coverage

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