Compendium of Sustainable Withdrawal Rates, Part 2

By Newcom Media Inc.

Financial planner and market theoretician Jim Otar walks advisors through sustainable withdrawal rates (SWR) for many different variables, asset allocation methods and withdrawal strategies. You must successfully complete the course, “Purpose-Driven Sustainable Withdrawal Rates,” as well as “Compendium of Sustainable Withdrawal Rates, Part 1,” before taking this course.

Compendium of Sustainable Withdrawal Rates, Part 2

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%)

Brought to you by:

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