Conserving Client Portfolios During Retirement #194019
Course Details, Learning Objectives, Table of Contents
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This is a Beacon Hill Course-in-a-Book™ –CE courses based that are 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. ."
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Conserving Client Portfolios During Retirement by William P. Bengen, CFP® (2006, FPA Press)
Course-in-a-Book™ courses include a hardcopy book, study guide, and an online exam.
If you already own the book, you may purchase just the online exam.
Field of Study: Retirement Planning
Program Level of Complexity: Overview
This course is registered with the CFP Board ( (Course ID #195656).
Taking the Exam Online
The online exam is included in the price and is accessed through your account.
The exam may be started, stopped, then resumed at a later date.
The exam is "open book," it is not timed, and it may be retaken if not passed (no charge).
Results (correct, incorrect answers), and certificate appear once you pass the exam.
CFP Board credits are reported weekly, if applicable.
How To Register Online
1. Enter Quantity
2. Select Purchase Option
3. Click Add to Cart
4. Click Begin Secure Checkout or Continue Shopping
5. If prompted, login (or Create an Account).
6. Return to "My Account" to view your course and online exam.
Discounts and shipping/handling, if applicable, are added during checkout
Hardcopy courses may also be purchased by phone: 800-588-7039 (Bus./EST)
|Hardcopy Book (mailed), Online Exam Price
|Online Exam ONLY (You Have the Book) Price