Continuing Education Courses for Financial Professionals:

For Canadian Advisors:

Seven Deadly Sins of Distribution Portfolios (December 2, 2014)

Credits: The Institute: 1, FPSC: 2, IIROC (PD): 1.5, FPSC: 2, Insurance Council of Manitoba (Life Insurance): 1

 

Compendium of Sustainable Withdrawal Rates -  Part 2 (September 24, 2014)

Credits: The Institute: 1, FPSC: 2, IIROC (PD): 1.5, FPSC: 3, Insurance Council of Manitoba (Life Insurance): 1 , Alberta Insurance Council (Life Insurance): 3

 

Compendium of Sustainable Withdrawal Rates -  Part 1 (September 12, 2014)

Credits: The Institute: 1.5, FPSC: 3, IIROC (PD): 2.5, FPSC: 3, Insurance Council of Manitoba (Life Insurance): 1.5 , Alberta Insurance Council (Life Insurance): 3

Purpose-Driven Sustainable Withdrawal Rate (June 5, 2014)

Credits: The Institute: 1, FPSC: 2, IIROC (PD): 2, FPSC: 3, Insurance Council of Manitoba (Life Insurance): 1 , Alberta Insurance Council (Life Insurance): 3

Kicking the Bucket Strategy (October 24, 2013)

Credits: The Institute: 1, FPSC: 2, IIROC (PD): 1.75, Insurance Council of Manitoba (Life Insurance): 1, Alberta Insurance Council (Life Insurance): 1.5

Tweaking Withdrawals for Lifelong Income (October 23, 2013)

Credits: The Institute: 1, FPSC: 2, IIROC (PD): 1.75, Insurance Council of Manitoba (Life Insurance): 1 , Alberta Insurance Council (Life Insurance): 1.5

Determinants of Growth in Distribution Portfolios (June 14, 2013)

Credits: The Institute: 2, FPSC: 3, IIROC (PD): 3, Manitoba (Life Insurance): 1, Alberta Insurance Council (Life Insurance): 3 

Perpetual Distribution Rates (May 17, 2012)
Credits: The Institute: 1, IIROC (PD): 1, Manitoba (Life Insurance): 1, Alberta Insurance Council (Life Insurance): 3 

Stress Testing Your Retirement Plan: “How Big is My Cushion?” (November 2, 2012)

Credits: The Institute: 1, IIROC (PD) 1.5, Manitoba (Life Insurance): 1, Alberta Insurance Council (Life Insurance): 3 

Lifelong Retirement Income: The Zone Strategy (January 23, 2012)

Credits: The Institute: 2.5, CSF (PD): 1, IIROC (PD): 1.5, Manitoba (Life Insurance): 1, Alberta Insurance Council (Life Insurance): 3 

(Note: I retired in 2018 from the financial business. Any designations or professional titles cited in any of my publications are only valid on the date of the publication and do not reflect my current status with respect to these designations and professional titles.)