Course · Everyone · Financial Well-Being Academy
Longevity planning: planning your finances for a long life
We are living longer than ever. That is good news, but it also calls for a plan: for your money, your health, your home, your relationships and the meaning you give to each stage of life. In this course you learn how long your money needs to last, how to build a lifelong income, how to deal with care costs and a changing sense of identity, and you create your own longevity plan. The course is designed to be universal: you learn the principles and look up the rules that apply in your own country. Each lesson has four tabs: lesson, practice, exercises and going further.
OnlineIndividualAt your own pace“Living longer calls for a longer plan: for your money, your health, your home and your relationships, and you adjust it every year.”
Financial Well-Being Academy
What you learn
- You understand what a longer life means for your financial planning.
- You estimate how long your money needs to last and which risks come with that.
- You know the role of the statutory pension, supplementary pension build-up and annuities.
- You think about care, housing and health in the long term.
- You strengthen your social network and your resilience as you grow older.
- You create a personal longevity plan that you update each year.
This is financial education and not personal advice.
Format: Online course with four tabs per lesson: lesson, practice, exercises and going further
Duration: 33 lessons, ±7 hours
Level: Beginner
Who it is for: Anyone who wants to think about a long life, especially from the age of 40.
Offered by: Financial Well-Being Academy
Price: €59 incl. VAT
Access: after enrolment
Table of contents
Understanding a long life
You learn why a long life changes your financial planning and which five risks come with a long retirement.Financial foundations
You take a snapshot of your finances, learn the basics of investing and arrange an emergency buffer and safety nets.Health and well-being
You estimate your care costs in three scenarios, check your health insurance policies and plan healthy habits for later life.Adapting your lifestyle
You compare housing options for later life, plan time and budget for social contact and hobbies and make a mobility plan.Legacy and estate planning
You put your assets and wishes on paper, make a giving plan and a digital inventory and explain your choices.Coping with change
You set adjustment rules for your spending, keep powers of attorney up to date and explore working differently in later life.Government schemes and financial products
You check your pension rights, explore support and care insurance and compare options for a lifelong income.Emotional well-being
You map your network, prepare for a changing identity and build in short mindfulness exercises.Putting it into practice
You make your personal longevity plan with a goal and a first step for each area of life, and schedule when to review it.Tools in this course
For each part, the calculation tools, tests and worksheets to use alongside it.
Financial foundations
Health and well-being
Adapting your lifestyle
Legacy and estate planning
Government schemes and financial products
Emotional well-being
Putting it into practice
Questions about this course?
Talk to a Financial Well-Being coach, online.
- Online from anywhere, even from abroad
- A coach who suits you