List of Courses:
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Unveiling The Retirement Myth Full Day Course (7 CDP hrs)
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The Institute of Chartered Accountants, every Fall and Spring CGA, every fall, BC |
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Strategic Wealth Conversion: Chapter 3: · Market Risks and Retirement Planning · The Value of Fluctuations, its causes and effects Chapter 4: · Conducting a Needs Analysis ·
Drawbacks of Standard
Calculators and Simulators · Developing Strategies for Lifelong Income Chapter 5: · Sustainable Withdrawal Rates · Loss Recovery in Distribution Portfolios · Withdrawals Chapter 6: · Asset Allocation for Retirement · Common Misconceptions about Asset Allocation in Retirement · Asset Dedication |
Canadian Securities Institute, Winter 2007
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Strategic Wealth Accumulation: · Asset Allocation during Life Stages · Assets Required during Retirement |
Canadian Securities Institute, December 2006 |
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Time Value of Fluctuations - The Missing Link in the Design of Lifelong Income for Retiring Clients (2 CE hrs - CFP)
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The College for Financial Planning, 2006 Colorado, USA
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