Continuing Education Courses for Financial Professionals:

For US advisors: Click here

 

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