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This course is designed for financial services professionals aiming to deepen their expertise in retirement planning, with an emphasis on using equity portfolios for sustainable income. Through expert-led discussions and real-world case examples, learners will examine the vital role of equities in protecting against inflation and longevity risk, learn effective asset allocation and income distribution strategies, and analyze the use of various financial products at different stages of a client’s life. The course highlights the importance of client education, risk management, and communication skills to help advisors guide clients through complex retirement decisions, set realistic expectations, and build lasting trust. By the end of the course, professionals will have practical strategies to help clients secure long-term financial stability throughout retirement.
This video is part of the MSFP 602 Retirement Financial Products course. Learn more about the Master of Science in Financial Planning program.
Learning Objectives
Upon successful completion of this learning activity, you will confidently be able to:
- Identify the primary reasons for including equities in retirement portfolios.
- Recognize common strategies for balancing equity and fixed income in retirement planning.
- List practical methods used to implement equity-based income strategies.
- Recall key risks associated with equity exposure during retirement.
- Describe the role of education in helping clients understand retirement income strategies.
Presenters
James Karthaus, CFP®, CLU®, ChFC®, MA
Kristopher Etter, CFP®, ChFC®, RICP®
CFP® CE Credit
This content is eligible for one hour of CFP® continuing education (CE) credit.
If you hold the CFP® mark and would like to receive CFP Board CE credit for this content, please ensure your CFP® ID number is entered here.
The College’s Professional Recertification Program (PRP)
This content is eligible for one hour of PRP continuing education credit.
To begin, click on the button below. As you move through the content, make sure to mark each page complete by clicking on the appropriate button, and then click Next Lesson at the bottom of each page. Once you complete the entire activity, the progress bar will show 100%.
Leveraging Equity Portfolios for Sustainable Income
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