Self-Study Continuing Education Courses
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Conserving Client Portfolios During Retirement View Table of Contents [ Print This Page ] Credits: CFP®: 10 Licenses: CFP PACE A Beacon Hill Course-in-a-Book® - courses based on industry books of interest to financial advisors. This Course-in-a-Book is based on the book Conserving Client Portfolios During Retirement by William P. Bengen, CFP® About Conserving Client Portfolios During Retirement From the publisher: "The leading edge of the baby boomer wave will pass through age 60 this year. Retirement looms large for them and the 20-year generation that follows. Although many in the generation have saved to supplement their retirement, they will probably live longer in retirement than any previous generation, so they must grapple with questions about how to manage that money and make it last. . . . .The book addresses the problem of sustaining withdrawals from a client's portfolio during retirement, while minimizing the risk of exhausting that portfolio prematurely . . . .The purpose of this book is to present the author's groundbreaking research into this topic, presenting new material as well as an update of the original research in a comprehensive, authoritative form. ." Beacon Hill e-Exam When taking the exam for this course, you have the option of using our new e-Exam electronic exam answer sheet, which can be downloaded from the Resources page of our Website (course #140). You complete your exam on your computer using the electronic PDF form and, with the click of a button, Email it in for instant grading. After a few minutes, you will receive an Emailed response with your certificate attached. (If you prefer, you can use the faxable answer sheet that is included with the course.) Course Information and Requirements Author: William P. Bengen, CFP® What's Included Course text Conserving Client Portfolios During Retirement (169 pages, ©2006 William P. Bengen, CFP®); exam, downloadable e-Exam answer sheet with instant grading and certificate of completion (a faxable answer sheet is  included with the course), and reporting to CFP Board (if applicable). Additional CPE credit Information CFP® and PACE credit available in all states Field(s) of Study: Retirement Planning Program delivery method: Self-study–print (exam only available if you already own the book). How to Order Order online or by phone (800-588-7039) To order online: Enter quantity below Click "Add to Cart" Discounts and shipping/handling, if applicable, are added during checkout, just before payment. Don't forget: Get 18% off when you order 3 or more courses! Price:  $119.00 Quantity