2016 Summer Conference – CFP CE credits and More

Join us at RIIA®’s 2016 Summer Conference & Master RMA® Bootcamp at Salem State University the week of July 18 and earn up to 8 CFP CE credits plus up to 8 RMA CE credits for attending the two day conference (be sure to sign in). Attend the RMA pre-conference meeting and add 2 more RMA CE credits. Attend the Master RMA Bootcamp and receive 12 additional RMA credits.

What’s on the agenda?

Current program Plus: Members – log in to the Members Area for a sneak peek at presentations!

Why should I attend?

DOL fiduciary rule                                            Free resource material

How do I register?


Where is the conference being held?

Location, location, location                          Travel and hotel logistics

Who are the sponsors?

Gold Sponsor – Milliman                                                                Silver Sponsor – TIAA

Bronze Sponsor – Income Discovery                       Bronze Sponsor – Asset Dedication, LLC

What else is happening around the conference?

Master RMA Bootcamp:

  • Wednesday, July 20, at 9am, until noon Thursday, July 21. Stay through Thursday afternoon for more discussion/review time. Bootcamp is a combination of presentations and discussions, with emphasis on discussions.
  • Online exam opens on Friday, July 22, through SSU’s online registration. Exam fee: $395 (includes RIIA membership)
  • Pre-reading: Between the Issues: December 2015, Monitoring and Managing a Retirement Income Portfolio
  • Other reading includes RIIA’s client book “What’s the Deal with the RMA®?”, the 2016 Practice Manual and the CFA Institute monograph “Longevity Risk and Retirement Income Planning”, which will be provided to conference attendees.

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