About the course

Use Timeline to build plans for your clients as well as create templates. The tool also has an intuitive “snapshot” page with four key metrics that underpins a client’s plan. This includes using historical capital market data to demonstrate the impact of sequence risk in retirement.

Course curriculum

  • 1


    • 201: Build & Duplicate Plans/Templates

    • 202: Timeline's 4 Key Metrics

    • 203: Stress Testing Retirement Plans

    • 204: Using Longevity Data

    • 205: Withdrawal Policy Statements

    • 206: Demonstrating The Impact Of Tax Efficient Withdrawal