Subject

Tax, Insurance, Retirement and Financial Protection

What this subject covers

Lesson topics

Introduction to Personal Taxation
Understanding Taxable Income
Personal Tax Responsibilities
Tax Planning
Tax Records and Documentation
Insurance and Financial Protection
Types of Insurance
Life Insurance
Health Insurance
Motor Insurance
Property Insurance
Personal Accident Insurance
Understanding Insurance Premiums
Insurance Claims
Insurance Exclusions
Insurance Fraud
Retirement Planning
Pension Schemes
Retirement Income
Estate Planning
Wills and Succession
Financial Protection for Families
Protecting Financial Assets
Managing Financial Emergencies
Developing a Long-Term Financial Protection Plan

CPD advantage: Completing this subject may qualify for Continuous Professional Development (CPD) points with your professional body — check with them for recognition.

Fees

Course fee K450.00

Assessment fee Included — no extra charge

Total amount to pay K450.00

25 lesson topics · 25 assessment questions · Pass mark: 95%

Remember: you must apply for a minimum of 2 subjects in total.

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