Perpetual Distribution Rates

By Advisor's Edge

Jim Otar explains how to find out if a client’s portfolio can last forever.

 

The respected market theoretician details the calculation of perpetual distribution rates.

 

Perpetual Distribution Rates

Accreditation Details

Accreditation body
Competency
Credits

IIROC Cycle 7

Compliance

--

Professional Development

1.00

IIROC Cycle 8

Compliance

--

Professional Development

1.00

Course Type:

Web Link

Passing Grade:

11/16 (69%)

Brought to you by:

  • ADVISOR'S EDGE
  • CONSEILLER
  • IE (Investment Executive)
  • FI (FINANCE ET INVESTMENT)
  • CANADIAN INDERWRITER