New CE course on retirement portfolios

The holidays are right around the corner, and if you’re looking for a solid excuse to get away from that painful conversation with your least favourite uncle, we’ve got you covered with a new CE course.

By Staff | December 10, 2015 | Last updated on December 10, 2015

1 min read

The holidays are right around the corner, and if you’re looking for a solid excuse to get away from that painful conversation with your least-favourite uncle, we’ve got you covered with a new CE course.

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 forget the other courses we added to CE Corner this year:

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