New CE course: How to estimate stock and bond returns

By Staff | May 26, 2016 | Last updated on May 26, 2016
1 min read

Your client is 20 years from retirement and you know she’ll need a 5% rate of return to ensure her portfolio holds up into her 90s. What mix of stocks and bonds might provide that level of growth? And since returns vary from year to year, how bumpy a ride should she expect along the way?

These questions are answered in our newest CE course, Great expectations: How to estimate future stock and bond returns when creating a financial plan, by Dan Bortolotti, investment advisor at PWL Advisors, and Raymond Kerzérho, director of research at PWL Capital.

Successful completion of the 10-question exam will earn you 2.00 credits from FPSC, 1.25 credits from IIROC, and 1.0 credit from The Institute.

Check out our other CE courses here. staff


The staff of have been covering news for financial advisors since 1998.