Retirement Management Analyst Designation
The Retirement Income Industry Association (RIIAsm)
NCFIN184 Sect. 21 (1907)
July 15-19, 2013
Salem State University
9 am-5 pm
$1,575 (Includes refreshments/lunch and all materials)
On-campus lodging is available for additional, nominal cost.
Call 978.542.6416 to secure your reservation
Enroll now for the summer RMA program! (Course number NCFIN184 Sect. 21 (1907)
The retirement management analyst designation is a rigorous educational and ethics training curriculum that teaches financial advisors the Retirement Income Industry Association’s (RIIAsm) advisory process. The RMAsm designation is focused specifically on key concepts and practical applications of retirement income planning and management, as well as the construction of portfolios to support retirement income. It does not cover the basics of retirement rules (IRAs, employer plans, etc.) or investments and other retirement income products and services that are covered in many other traditional venues. Manual for Compliance Officer.
Based on the on-going work of RIIA’s education committee, the primary goal is to clarify the role that financial advisors and their clients play in the creation of retirement income.
This one-week “Bootcamp” seminar will be based on RIIA’s RMA Body of Knowledge. The RMABOK and curriculum include the diversity of perspectives from across every “silo” in the financial industry including insurance, investment, advisory, public policy, and academic worlds. Learn more!
In addition to the RMABOK, students will receive an additional text and workbook. Our principal instructor is Francois Gadenne, chairman and executive director, Retirement Income industry Association. In addition, there will be expert faculty, made up of RIIA members as well as guest speakers; specialists in various topics. The RMA exam (optional/additional fee) will be administered on the final day of class. Refreshments and lunch are included in the course fee. If you wish to secure lodging on campus, there is an additional, nominal cost. Please call 978.542.6416 to secure your reservation.
For more information, or to find out how to pay by check or purchase order, please call 978.542.6558.