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Beacon Hill Financial Educators self-study course on Conserving Client Portfolios During Retirement for CFP continuing education credit

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Self-Study Continuing Education Courses
for Financial Professionals

Beacon Hill Financial Educators self-study course on Conserving Client Portfolios During Retirement for CFP continuing education credit Conserving Portfolios
During Retirement
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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. ."

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).

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Price: $119.00

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	CFP^®, CERTIFIED FINANCIAL PLANNER®, and are certification marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete CFP® Board's initial and ongoing certification requirements.
	Beacon Hill Financial Educators is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be addressed to the National Registry of CPE Sponsors, 150 Fourth Avenue North, Suite 700, Nashville, TN, 37219-2417, Web site: www.nasba.org.
	Beacon Hill Financial Educators is registered with the National Association of State Boards of Accountancy as a Quality Assurance Service (QAS) sponsor of continuing professional education. Participating state boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding QAS program sponsors may be addressed to NASBA, 150 Fourth Avenue North, Suite 700, Nashville, TN 37219-2417. Website: www.nasba.org. Sponsor #50.

Beacon Hill Financial Educators is a qualified sponsor of continuing professional education required for individuals enrolled to practice before the Internal Revenue Service (enrolled agents) and are in compliance with the requirements of Treasury Department Circular No 230, section 10.6(g).

We have entered into an agreement with the Office of Professional Responsibility, Internal Revenue Service, to meet the requirements of 31 Code of Federal Regulations, section 10.6(g), covering maintenance of attendance records, retention of program outlines, qualifications of instructors, and length of class hours. This agreement does not constitute an endorsement by the Office of Professional Responsibility as to the quality of the program or its contribution to the professional competence of the enrolled individual.

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