The Delivering Retirement Income Solutions course is conducted in a workshop setting, consisting of one 3-hour interactive session accompanied by a course workbook and a series of case studies designed to reflect the complex challenges pre-retirees and retirees face as they plan for a 20- or 30-year retirement. It is the first course in a series of future RIIA programs that will result in an industry designation, accrediting financial advisors as RIIA Retirement Income Experts.

There are three ways to participate:

1. Register for an open enrollment class by calling the Retirement Learning Center at 1-877-275-7521 or visit www.retirementlc.com/pages/retirement_designations.html. The first course was held at the National Association for Fixed Annuities (NAFA) Expo and Forum on Wednesday, September 27, 2006 at Harrah’s in Las Vegas.
2. By invitation to attend a sponsored class. Investment firms may sponsor a class and/or select certain individuals to attend. Potential candidates receive an invitation from the sponsoring organization with all the details for enrollment.
3. Attend a course offered through your place of employment that has been private-labeled under your employer’s name and specifications.

Financial Institutions Can Access RIIA Training Programs

The Delivering Retirement Income Solutions course can be used by financial institutions on a turnkey, sponsored or private-label basis. For the turnkey approach, pre-approved instructors will deliver the course on-site at the financial institution. Meanwhile, RIIA expects larger institutions or firms will be attracted to the flexible and reasonably priced class sponsorship approach, or licensing arrangement which allows private-labeling. For more information, please contact the Retirement Learning Center at 1-877-275-7521.

For even more information about Delivering Retirement Income Solutions, click on Frequently Asked Questions.