Otar's Retirement Income Planning (US & International) | AU & NZ CPD by learnformula

Otar's Retirement Income Planning (US & International)

Name: Otar's Retirement Income Planning (US & International)
Price: 131 AUD
Rating: 4.7 (7 reviews)

In this course, you will learn how to plan for retirement based on market history since 1900. Retirement issues such as the luck factor and lifelong income security will be covered.

Created byCemil (Jim) OTAR

4.7

(7 reviews)

IntermediateUpdated Jan 15, 2024

Otar's Retirement Income Planning (US & International)

What You'll Learn

check_circleFinancial Planning

check_circleFinancial Modeling

check_circlePersonal Finance

check_circleFinancial Health

check_circleMath of Retirement

About This Course

This course will be particularly valuable to practitioners who advise on retirement planning. Topics covered are:

market history and retirement,
common myths and pitfalls in retirement planning
the impact of luck on retirement math
contributors of luck factor: sequence of returns, inflation, reverse-dollar-cost-averaging
the impact of asset allocation strategies, withdrawal strategies
math of loss, time to recover
optimum asset allocation
purpose-driven sustainable withdrawal rates and stress test
the zone strategy
how much income is enough, how do you determine if savings are insufficient, sufficient or abundant
epilogue: five-year checkup The course covers everything you need to know about math of retirement income.

After completing this course, you will have a better understanding of retirement concerns and the proper tools necessary to plan for retirement.

Your Instructor

Cemil (Jim) OTAR

Mathematician of Retirement

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star99 reviews

Jim was a financial planner and a professional engineer until his retirement in 2018. His past articles on retirement planning won the CFP Board Article Awards in 2001 and 2002. He is the author of over one hundred articles and several books. He has been giving courses, workshops and presentations on the topic of retirement income planning since 2003 since 1997. In his retirement, he continues writing articles and giving workshops on advanced retirement income planning. He is also learning creative writing in his spare time.

Credit Information

What Students Are Saying

4.7

Student's Choice

7 reviews

Frequently Asked Questions

We are a registered provider with 327+ associations and regulatory bodies worldwide. We operate across 29 global markets including Canada, the US, Australia, and the UK. Every course page clearly displays its specific accreditations. Upon completion, you receive a professional certificate that can be validated online. Our certificates include all necessary accreditation details, credit hours, and completion dates, and are formatted specifically to meet the submission requirements of most global regulatory bodies.