Compendium of Sustainable Withdrawal Rates, Part 1

By Advisor's Edge

Market theoretician Jim Otar walks through sustainable withdrawal rates for different strategies.

 

The course examines variables, asset allocation methods and withdrawal strategies. We strongly suggest successfully completing the course “Purpose-Driven Sustainable Withdrawal Rates” first before taking this course.

 

Compendium of Sustainable Withdrawal Rates, Part 1

Accreditation Details

Accreditation body
Competency
Credits

FP Canada

Financial Planning

1.50

Practice Management Credits

--

Product Knowledge Credits

--

Professional Responsibility Credits

--

Course Type:

Web Link

Passing Grade:

13/20 (65%)

Categories:

Brought to you by:

  • ADVISOR'S EDGE
  • CONSEILLER
  • Benefits Canada
  • Avantages
  • IE (Investment Executive)
  • FI (FINANCE ET INVESTMENT)