Skip to content

Please note that the CE Search tool is currently unavailable during scheduled maintenance and is expected to be back online December 11, 2018 9:00 am (EST). We apologize for any inconvenience this may cause.

Please note that we are currently investigating an issue with the Activity Start Date functionality and will have it resolved soon. We apologize for any inconvenience this may cause.

FPSC-Approved CE Search Tool

CE Search Results

Filter

  • Recently Added
Please select this option to search for activities added within the last 60 days.

  • N/A
    2 Credits
    Ongoing Activity

    Session #1: Decumulation Concerns in Light of Today’s Low Return Environment

    Investment Management Consultants Association

    What’s important and what’s not when considering the math of retirement? Using market history since 1900 and a non-Gaussian point of view, this session explores the pitfalls of Gaussian forecasts, ...

  • N/A
    2 Credits
    Ongoing Activity

    Session #2: The Psychology of Decumulation

    Investment Management Consultants Association

    Although behavioral finance has enjoyed some notoriety in the recent past, practical systems for integrating its academic findings remain scant. In this interactive session, participants will examine ...

  • N/A
    1.5 Credits
    Ongoing Activity

    Session #3: Equity Glide Paths in Decumulation: Rising, Falling, or Level?

    Investment Management Consultants Association

    Learn the fundamental principles of investment decumulation by focusing on ways to generate sustainable income from a lump sum and on the shape of the equity glide path, then learn how to apply these ...

  • N/A
    1.5 Credits
    Ongoing Activity

    Session #4: Retirement Income Planning: Risk Management and Efficiency

    Investment Management Consultants Association

    Decumulation can be challenging for clients who have spent their entire lives accumulating. Learn the latest research on the tools available to manage personal longevity risk and how to explain these ...

  • N/A
    5.25 Credits
    Toronto

    Advanced Portfolio Construction: Principles, Concepts, and Techniques

    Investment Management Consultants Association

    This program is for advanced investment practitioners who are interested in learning how to better design portfolios for institutional and individual clients. This intensive workshop is structured to ...

Showing 1 - 5 of 5 total records