Announcing RIIA®’s Newest RMA®’s!

RIIA is pleased to announce the most recent graduates of the Retirement Management Analyst® certification program.

To earn the RMA designation, a candidate commits to a robust program that includes:

– Receiving approval to become a candidate in a pre-qualification process

– Attending, and passing, an approved course of study taught at an accredited university (link to Feb. 6 class page)

– Passing the RMA examination.

These individuals attended the 9 week online class through Salem State University in the fall, 2016, and successfully passed the final exam in December. Their classwork consisted of weekly readings, taped and live presentations, real-time interactions with other students and faculty, case work, and quizzes. The final RMA exam was an online set of multiple choice questions built from a bank of hundreds of questions. Its purpose is to test for a threshold level of competence across the curriculum.

Congratulations to our newest RMA’s for their commitment to, and active participation in, the rigorous RMA curriculum!

Adam Bryan, RIIA Board Member

Manuel J. Espinosa, Financial Planner and Investment Advisor with Alameda Financial Group, and, Principal, The Phoenix Group

Martin C. Johnson, President & Sr. Planner, 361 Financial Planning, Inc.

Lucas Minton, Owner, Minton Wealth Strategies

Brad Noren, Retired Physics Teacher

Learn more about the RMA designation and program at www.riia-usa.org under “Become an RMA”. The RMA designation is available for use in all states and is not a “senior designation”.

The next class begins February 6, 2017, and registration is open.

Last Chance to Register!

This is the last week to register for the winter quarter Retirement Management Analyst® (RMA®) online course at Salem State University. RIIA® members – use the code “RMA16” for your $395 member discount. RMA graduates – use the code “RMACE” to receive your $1,000 discount. Wondering if the RMA is for you? Learn more about the program and what others say about it … {…}

Retirement Management Analyst® (RMA®) Summary Syllabus

Michael Kitces described the RMA designation as one of the “…rigorous designations that include both education and an advice process…” providing “…a likely path of safety for Financial Institutions” to meet their fiduciary duty. (Read Michael’s full article here.) This summary of the RMA class syllabus provides an overview of the coursework and time commitment to become a … {…}

CANNEX Brings Greater Transparency to the U.S. Annuity Market

Drawing upon almost four decades of comparative pricing, illustration and valuation expertise, RIIA® member CANNEX Financial Exchanges will launch its new deferred annuity benefit comparison tools in the first quarter of 2017. The new service, currently being tested by clients, provides an independent and objective way to determine the economic suitability of variable … {…}

Webinar: What’s the Deal with Retirement Communities? – February 2

Date: Thursday, February 2, noon – 1 pm ET Register With a rapidly aging population, financial advisors and other planning professionals will begin to get more questions about senior living and closely related topics. But with so many types of choices and consideration, how can you best guide your clients through the important decisions? Brad’s presentation is designed to … {…}