Become an Expert in Building Retirement Portfolio for Your Customers

Largely due to advances in preventing heart disease and with Baby Boomers leading healthier lifestyles, Canadians who reach age 65 are more likely than ever to live into their 90's.  This takes retirement income planning into a much longer period, in which a focus on continued accumulation and investing is as important as tax-efficient withdrawal of funds.  Capital must be preserved at the same time.

Knowledge Bureau’s Portfolio Risk Management in Retirement course reviews the measurement and calculation of risk and return from this perspective.

Beyond just simply understanding the academic concepts of risk and return, this course sets you on the path of being able to incorporate strategies of portfolio theory to everyday situations that you may encounter with clients.

An advisor will be exposed to software and online tools that will aid in the application of the concepts discussed throughout the course.  Discussions and examples of how to employ these tools will be featured throughout the course graphically and in case settings.  Of great value to advisors will be the orientation of portfolio creation in the context of the current market environment – Chapter 10: Portfolio Management in the Context of the Current Market.  We will explore the changing environment for risk and return, and how it weighs on an aging demographic.  In addition, we will decompose the current interest rate environment and how it manifests into increasingly complex solutions and how we can focus on strategies for risk mitigation for pre-retirees and retirees alike.

In this course you will learn to:

• Revisit financial literacy relating to investment activities to measure risk and return.
• Explain and integrate Modern Portfolio Theory within decision-making with clients.
• Use financial literacy to guard against complaints around inappropriate risk tolerance or investments.
• Evaluate a variety of risks within asset classes using a multi-dimensional approach.
• How to use the combination of both risk and return to make more informed recommendations.

Most importantly the advisor will learn how to build and evaluate his/her own efficient portfolio designs using common industry wide software.

Using the power of simulations and modelling, as well as a defined process for goal setting and financial assessments, students will learn to explain the most powerful financial concepts to predict and evaluate risk and return in the retirement period, use current data to make investment decisions and then monitor changes in personal net worth as a result of sound decision-making:

• How to measure different types of returns.
• How to measure, interpret and communicate standard deviation.
• How the principles of correlation and beta can be used to reduce risk.
• How the power of Modern Portfolio Theory and the Capital Asset Pricing Model assists in key asset allocation decisions.
• How the Capital Market Line can be used to enhance the risk / return relationship.
• How to use different software tools to apply this knowledge in your practice each day.

Knowledge Bureau’s Portfolio Risk Management in Retirement course is a component of the Retirement and Estate Services Specialist – Master Financial Advisor^TM designation. For more information about the course, click here.

What our Students Say:

“I love how this course brought a richer understanding of market terms and theory. Then topping it off with the tools we need to continue what we have learned to enrich our profession and benefit our clients. A much-needed course for all financial advisors in today's market.” Barry A., NB

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