Another new CE course from Jim Otar

Still need CE credits before year-end? Prolific retirement guru Jim Otar has you covered once again with another new course.

In the Seven Deadly Sins of Distribution Portfolios, Jim shows how some of the most common precepts of retirement planning don’t hold up under close scrutiny.

Successful completion will earn you:

• 1.5 credits from IIROC
• 2.0 credits from FPSC
• 1.0 credit from The Institute for Advanced Financial Education
• 1.0 credit from the Insurance Council of Manitoba

Start studying here, and also check out Jim’s other courses:

Purpose-driven Sustainable Withdrawal Rate

Compendium of Sustainable Withdrawal Rates, Part 1

Compendium of Sustainable Withdrawal Rates, Part 2

Staff

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