Mercer LifetimePlus®- Adviser Training Modules

Training modules


  • Mercer LifetimePlus Adviser Portal

    MERCER LIFETIMEPLUS®
    ADVISER PORTAL
    TRAINING MODULES

Mercer LifetimePlus Income Simulator



 

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The Mercer LifetimePlus® online training program comprises of three key training modules. These modules have been designed to give you the foundational knowledge on longevity risk, Mercer LifetimePlus and how the investment can be incorporated in your clients’ strategies for longevity risk protection. Prior to considering and recommending Mercer LifetimePlus for your clients, it is important that you will have completed all three of the training modules. 

The online training program has been accredited for continuing professional development by the Financial Planning Association of Australia but does not constitute FPA’s endorsement of the activity. Accreditation number 008284 for 1.75 hours.

To obtain your certificate of completion, please complete the self-assessment below and email this to fiona.tsang@mercer.com

Click on the links below to launch the modules. Please note that you will need Flash Player installed on your computer.

Module 1: Introduction to Mercer LifetimePlus® 

Module 2: How Mercer LifetimePlus works 
  


Module 3: For financial advisers
Incorporating Mercer LifetimePlus in advice strategies

 


Module 4: For relationship managers
Recognising opportunities for advice


 

Self-assessment for financial advisers 


You may use this self-assessment workbook to test your knowledge following completion of the training modules