PFPI45A Notions of disbursement optimization strategies

Course presentation

PDUs 5 IPFP
Course type Online course
Duration 5 h
Price $480.00 plus taxes
PFPI45A Notions of disbursement optimization strategies

Description

As your customers approach retirement, they're wondering how to make the most of the resources they've saved during their careers. But disbursement is complex. Do you want to minimize taxes or ensure portfolio longevity? After an overview of savings plans and their attributes, this course aims to broaden your perspective on the notion of disbursement at retirement and develop a critical eye for turnkey solutions.

This course earns 5 PDUs from the CSF (5 PDUs in mutual funds brokerage for participants with a license in this discipline, or 5 PDUs in general subjects for all others).

Objectives

At the end of this course, you will be able to:

  • Explain the concept of disbursement to your customers and its potential impact on retirement.
  • Use different analysis parameters to compare the optimization of different scenarios.
  • Compare different retirement projection scenarios and objectively explain the scope and limitations of the optimization methods used.
  • Indicate the importance of understanding your software's calculation method and its impact on the optimization of a retirement projection.
  • Understand the importance of taxation in your clients' overall objectives.

Who should register

This course is aimed at professionals who want to enhance their toolbox for disbursing funds to salaried customers and consider new solutions using their technological tools. 


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