Course Description
This course has been replaced with a newer edition. See course #194015.
This is a Beacon Hill Course-in-a-Book® –CE courses based on popular industry books written specifically for financial advisors.
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. ."
Course Information
Open link above to view Table of Contents and Learning Objectives.
Program Delivery Method: Self-study
Author: William P. Bengen CFP®
Course Text: Conserving Client Portfolios During Retirement (2006, FPA Press)
This course includes a printed book and study guide, which we mail to you
If you already own the book, you may purchase the study guide and exam only.
Choose "Exam Only" below
Course Exam: Included in price (including retakes)
Exam questions are online and may be printed
A copy of the exam questions is included with all print (mailed) courses
Taking Exam: Take exam online from your "My Courses" page
Exam may be started, stopped, & resumed
Results and certificate available immediately
Subject Codes/Fields of Study: Retirement Planning
Program Level of Complexity: Intermediate
Course Prerequisites: Basic familiarity with Retirement Planning
Advance Preparation: None
CE Credit Information
This course is registered with the CFP Board (Course ID #195656)
CFP® CE credit available in all states
Program Sponsor Information
CFP Board: #1008. CFP Board credits are reported weekly
