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5-Day Training Course

Retirement Planning

Planning and Preparing for Retirement

Course Overview

Are you preparing to transition into retirement? Are you ready for the change? The Energy Retirement Planning (RP) training course offers a comprehensive 5-day interactive training course that covers everything from retirement benefits to work-life balance.

Historically, retirement planning training courses have focused on employee benefits and financial aspects of retirement. However, personal planning plays a crucial role in determining your satisfaction with your retirement life. While financial planning helps outline your income sources, expenses, and budget, your personal plan sets the foundation for your overall retirement experience.

Our engaging and collaborative Retirement Planning training course goes beyond finances and benefits, addressing key personal issues such as the transition from work-life, emotional preparedness, and opportunities for new or part-time employment.

Key takeaways from this Retirement Planning training course include:

  • Viewing retirement (whether voluntary or mandatory) as a new phase that should be planned for as carefully as your prior career phase.
  • Approaching retirement holistically, mentally and psychologically preparing for a fulfilling and productive life after work.
  • Understanding the shift in retirement paradigm—retiring to something meaningful, rather than simply retiring from work.
  • Recognizing that retirement is a “third phase” in life, involving not just leisure, but also personal development and continued productivity from previous phases.
  • Navigating the retirement journey with the necessary knowledge, skills, and abilities to achieve the highest level of satisfaction and fulfillment.

Course Objectives

By the end of the Retirement Planning (RP) training course, you will be able to:

  • Take ownership and responsibility for your retirement planning process.
  • Define the next phase of your life based on your personality, interests, needs, and current situation.
  • Create a comprehensive retirement plan that includes all aspects of life—Spiritual, Physical, Intellectual, Career, Emotional, Social, and Financial (SPICES/F).
  • Make informed decisions to manage your wealth—investing, protecting (e.g., insurance), and distributing (e.g., wills)—to achieve your financial goals.
  • Embrace a refreshed approach to life and design a fulfilling retirement lifestyle.
  • Maximize your retirement years by enhancing personal freedom and achieving self-fulfillment.

Training Methodology

This exciting and empowering Energy Retirement Planning training course is transferred by means of short, focused presentations which are followed by experiential learning workshop sessions. In these sessions the knowledge gained is applied to real-world examples and case studies. Rapid learning of the methods and techniques is achieved by means of group work, individual work, participant discussion, facilitator interaction and constructive feedback.

Who Should Attend

This comprehensive Energy training course on retirement planning is designed for anyone who is interested in having a meaningful retirement whether you are near the end of your current career or at the beginning.

The Retirement Planning training course focuses on the needs of people who plan to retire within the near future as well as those who will reach retirement eligibility within the next 5 to 10 years but will greatly benefit:

  • Retiring (mandatory or voluntary) Employees
  • Spouses of Retiring Employees

Course Curriculum

  • What is “Retirement”?
  • Multiple perspectives of “Retirement”
  • Major Life Issues Confronting 50-plussers
  • Traits of Highly Successful Retirees
  • Three “Boxes” of Life
  • The SPICES/F of Life in Retirement
  • Six Categories of Planning for Successful Retirement
  • Three Core Ingredients for Autonomy and Self-realization
  • Reinventing Your Life with Imagination
  • Benefits of a Strong Support Group
  • Circles of Support – Intermediate / Outer / Peripheral Circles
  • Create a Better You & Family Support
  • Barriers to the Good Life
  • Undiscovered vs. Discovered Self
  • Guidelines for Managing the Stresses Associated with Life Change and Transition
  • Growth Potentials vs. Losses in Senior Years
  • Financial Planning for YOUR Retirement
  • Setting Your Retirement Goals
  • Understanding Your Financial Net Worth
    • Evaluating Your Present Lifestyle
    • Managing Your Issues
  • Steps in Setting Your Retirement Goals
    • Managing Your Risk
    • Estimating Your Future Expenses
    • Issues Relating to Retirement
  • Creating Wealth – Investing (Fixed vs. Equity)
  • Protecting Your Wealth & Health – Insurance
  • Distributing Your Wealth – Estate Planning
  • Common Causes of Death in People
  • 5-Step to Healthy Ageing
  • Supporting a Healthy Lifestyle
  • Enjoying Your Leisure Time
  • Tips for Optimizing Leisure Time
  • Stress Management
  • Choices and Activities in Retirement
  • Main Factors to Work during Retirement
  • Employment Opportunities in the 50’s
  • Ingredients for Self-exploration
  • Knowledge You Bring into Retirement
  • Techniques to Choose Your Post-retirement Career
  • Habits of Self-made Millionaires
  • Professional Pursuit – 2nd and Subsequent Career

Certificates Awarded

Certificate of Completion

After successfully completing this training course, participants will be awarded The Energy Training Centre Certificate of Completion — a respected validation of their dedication to continuous learning and professional excellence. This certificate signifies that participants have gained the essential knowledge and skills required to make a measurable impact in their field.

Upcoming Sessions
Abu Dhabi, UAE
Dubai, UAE
London, UK
Live Virtual Session
Dubai, UAE
Abu Dhabi, UAE

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Frequently Asked Questions

Our training courses are conducted at partnered hotels located within the specified training areas. Please note that venue assignments may vary based on availability. For the most current information, do not hesitate to contact us at [email protected].

Yes, we do. We provide tailored training courses designed to meet the specific requirement of larger group of individuals. These customized training courses can be conducted both classroom and online formats, allowing you the flexibility to choose you preferred dates and duration.

Please contact us at [email protected] to discuss your group’s training needs, and we’ll work with you to create a personalized training course that aligns with your objectives.

Upon successful completion of the training course, you will receive The Energy Training Centre Certificate of Completion with corresponding learning hours.

Yes, special discounts are available upon request if you have more than one registrant for a course. For further information please email us at [email protected]

We offer two convenient payment options:

  • Bank Transfer – You can make payment via bank transfer. Once your registration is confirmed, you will receive an invoice with the banking details for the transfer. We would require you to supply a swift copy for us to confirm receipt of funds.
  • Payment Link – Alternatively, we provide a secure payment link that you can use to complete your payment after your registration has been confirmed.

Upon receiving your registration details, either via email at [email protected] or through our online registration form, we will send you the following by email within 24-48 hours of registration.

  • Joining Instructions
  • Invoice/receipt (where appropriate)

There are two convenient options to register for a training course:

  • Online Registration Form – Register for your desired training course by completing the online registration form available on our website. Simple click on the registration button or select your preferred dates and provide the requested information.
  • Email Registration – You can email us your intention to register at [email protected]. Our team will guide you through the registration process and provide assistance you may need.

We understand that time zones may be different between our Senior Consultants and our delegates. Our standard online course timings (11:00 AM to 4:00 PM, GMT+4 – Dubai, UAE) may be adjusted upon confirming the programme. Our team shall communicate between the confirmed registered delegates and suggest a suitable course timing for all.

Our standard course duration for our classroom programmes is 6 hours per day while our online session is 5 hours per day.

Our training courses span across diverse industries, encompassing sectors such as but not limited to:

  • Power & Utilities
  • Oil & Gas
  • Financial Institutions
  • Government and Regulatory bodies
  • Manufacturing & Production Industry

Our commitment lies in continuously refining and expanding our training course offerings to align with evolving industry landscapes. We encourage individuals to explore our website or engage with our dedicated support team for the latest information on available courses, ensuring access to the most pertinent and current educational resources.

Yes, The Energy Training Centre is certified and recognized by several prominent industry standards. Specifically, it holds certifications from ILM, Continuing Professional Development (CPD), and the Project Management Institute (PMI).

  • ILM (ID# 002398B) – This certification indicates that our training programmes meet high standards for leadership and management development, ensuring that they are designed to enhance participants’ skills in these critical areas.
  • Continuing Professional Development (CPD) – Our recognition by CPD reflects our commitment to providing educational opportunities that support ongoing professional growth and skill enhancement. This accreditation ensures that our training courses are relevant and effective for professionals seeking to advance their careers.
  • Project Management Institute (PMI) – Being recognized by PMI signifies that our training programmes align with industry best practices in project management. This certification assures participants that our offerings are in line with the standards required for effective project management and are valuable for those pursuing or maintaining PMI credentials.

These certifications underscore our dedication to providing high-quality, industry-relevant training that fosters professional growth and meets established standards. Additionally, we are actively pursuing further certifications and affiliations to enhance our offerings and ensure we remain at the forefront of industry best practices.

About Energy Training Centre

Energy Training Centre is a leading provider of professional development programs for the energy and public sectors. With over 15 years of experience, we have trained more than 50,000 professionals across the Middle East and beyond.

Our expert-led courses are designed to meet the evolving needs of modern organizations, combining theoretical knowledge with practical applications that deliver immediate value to your career and organization.

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Professionals Trained
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