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

Compliance

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Professional Development

1.00

Course Type:

Web Link

Passing Grade:

11/16 (69%)

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  • IE (Investment Executive)
  • FI (FINANCE ET INVESTMENT)