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. 

 

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)