asian-female-student-blackboard

Get an early start on your next round of CE requirements with our full slate of courses at CE Corner.

One course we think you’ll enjoy is called The design and depletion of retirement portfolios.

If you’ve ever wanted to apply the proven methods of pension investing, but weren’t sure how to make them work for retail clients, your search is over. PWL Capital’s Graham Westmacott and Susan Daley show how it’s done in the newest addition to our roster of CE offerings.

Successful completion of this course will earn you 3 credits from IIROC, 3 from FPSC, and 2 from the The Institute.

And don’t miss our other courses on CE Corner, where you can earn dozens of credits:

Rebalancing act: Estimating the value added through portfolio rebalancing.

Great expectations: How to estimate future stock and bond returns when creating a financial plan

Personal tax season — are you ready?

After-Tax Returns: How to estimate the impact of taxes on ETF performance

Challenging Dynamics for Executors; Boom or Bust for Advisors

RESP investment strategies

And more!

Originally published on Advisor.ca
Add a comment

Have your say on this topic! Comments are moderated and may be edited or removed by
site admin as per our Comment Policy. Thanks!