50+ CE Courses $39 each or
FULL ACCESS to ALL COURSES
$99/90 days or $199/365 days

Retirement Income Sustainability: Measuring the Tail Risk of Product Portfolios - Faisal Habib

1 hr CFP®, CRC®, PACE CE

Often everything seems ‘normal’ until something unthinkable and highly improbable happens. What if you could identify the clients and their portfolios that are exposed to extreme downside risk?


Overall Rating:   4.7 / 5

Continuing Education Credit Reporting:    
We will report your CFP® and/or CRC® credit (no additional reporting fee) - please add your ID at checkout. You are responsible for reporting for ASPPA, CLU®, ChFC®, RICP®, CASL and other CE credit.

Retail:  $29.00      
$29.00

You receive all available formats!                  
           Elearning courses           MP3 Audio Download and PDF handout
Online elearning & MP3 Audio Download
Presenter:
Faisal Habib, PE, MBA, FRM - Retirement Speakers Bureau Faisal Habib, PE, MBA, FRM, President of QWeMA (division of CANNEX), Retirement Income and Investments Analysis Expert        

Receive this course with no extra fee when you become a 90 Day Member for $99

Become a Retirement Resource Center Professional Development Member and SAVE on CE! Do you need to earn multiple CE credits?

 

Professional Development - Premier Membership Professional Development - Premier Membership Become a Member for

FULL ACCESS to 50+ CE courses

Including this course, no extra fee!

$99 - 90 Days Full Access or

$199 - 365 Days Annual Premier.


About this course:

Often everything seems ‘normal’ until something unthinkable and highly improbable happens.

 

We experienced such a phenomena in 2008 when global stock markets declined very significantly and taking down with it the financial portfolios of many clients. Many clients had to recalibrate their retirement expectations and adjust their standard of living. At the same time, there were clients who (while their portfolios did take a hit) did not have to make significant adjustments.

 

What if you could identify the clients and their portfolios that are exposed to extreme downside risk?

 

Faisal Habib, PE, MBA, FRMJoin Faisal Habib for this presentation where he shows you how you can identify these portfolios and help your clients by building robust retirement solutions.

 

In this session, you will:

  1. Learn about the risks faced by clients as they transition into retirement

  2. Learn about the metrics that are used to build optimal product allocation between annuities and traditional investments

  3. Learn how to measure the tail risk of product portfolios

  4. Identify the client portfolios that need careful (or constant) monitoring using these metrics

  5. Experience a case study that applies these metrics and help your clients manage the risks in their portfolios

Your presenter for this course is:

Faisal Habib, President of QWeMA (pronounced KWEE-MA), a division of CANNEX Financial Exchanges Limited, where he leads the research, development, and consulting efforts in the fields of retirement income and investments analytics.

 

Retirement Speakers Bureau

Moderator: Betty Meredith, CFA, CFP®, CRC®, Int'l Retirement Resource Center Managing Member and InFRE's Director of Education and Research

 

Please visit the Retirement Speakers Bureau to find out how you can request these presenters and other industry leaders to speak at your next meeting, conference, or other event.

 

View brief YouTube clips of Retirement Resource Center courses:
Retirement Resource Center  - YouTube clips             
Visit Retirement Insight & Trends for articles by leading industry experts:
Retirement Income Sustainability: Measuring the Tail Risk of Product Portfolios - Faisal Habib  - Retirement InSight and Trends article

Your satisfaction guaranteed: We know that you will be pleased with your purchase of this product. If, however, you are not completely satisfied with these courses, see our refund policy.

Specifications: 60 minute webinar course
SKU: 03IRRCRetIncomeSustaiWebinar16
Knowledge Level: 3 - Intermediate

-