Continuing Education Courses for Financial Professionals:

**NEW** : Advanced Retirement Income Planning

How Bullet-proof is your Retirement Income Plan? Your client is about to retire and needs to draw a specified amount from her savings each year to be able to maintain her lifestyle. Using conservative assumptions about the rate of return on her investments, inflation, life expectancy, etc., you firm's retirement income calculator forecasts that the client has enough money to retire. The forecast assumes that the numbers you used hold true over the retiree's lifetime - but how realistic is that?   

Advanced Retirement Income Planning, written by award-winning author Jim C. Otar, explores the probability of a retirement income forecast going awry by applying over 100 years of market history to stress test the plan. You will learn how "aftcasting" can highlight vulnerabilities in your client's retirement income plan, and help you make recommendations to provide a more secure retirement income. This course provides 7 CE credits in FPSC's Financial Planning category. (October 2018)

 

Other CE credits:

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

Credits: FPSC: 2

 

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

Credits: FPSC: 1.5

 

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

Credits: FPSC: 2

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

Credits: IIROC: 2

Perpetual Distribution Rates (May 17, 2012)
Credits: IIROC: 1 

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

Credits: IIROC: 1.5 

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

Credits: IIROC: 1.5 

(Note: I retired in 2018 from the financial advisory 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.)