Continuing Education → Professional Development → CETFA

Vanguard’s Approach to Constructing Retirement Portfolios (CETFA1)


Description
De-accumulation – how can investors effectively as possible use their investments in retirement – especially during the economic times like we are in.

Bilal Hasanjee, a Senior Investment Strategist from Vanguard Investments will share an approach on constructing Retirement Portfolios – that will assist you in understanding how to transition your clients’ portfolios as they near retirement

CE Credits: 1.0 IIROC: IIROC: Professional Development: 22-1454... MFDA: MFDA: Professional Development: MFDA Act...

Content
  • Vanguard’s Approach to Constructing Retirement Portfolios.pptx
  • Webinar: Vanguard's Approach to Constructing Retirement Portfolios
  • Final Quiz
Completion rules
  • All units must be completed
  • Leads to a certificate with a duration: Forever