About the course

Demonstrate the importance of Rules Based Strategies that show your clients how not to run out of money. Also, simulate your client’s retirement journey by illustrating the impact of taxes, fees, dividends and interest on client’s retirement journey and also track the plan on an ongoing basis.

Course curriculum

  • 1


    • 301: Rules Based Strategies

    • 302: Monte Carlo Simulation

    • 303: Integrations With Investment Platforms

    • 304: Other Income Sources - DB, State Pension

    • 305: Tracking The Retirement Journey