Register Now for Salem State University Online RMA® Program – April 25

The next Salem State University online RMA® program is scheduled to start on April 25 and will run through June 26.  Click here to Register for the course.

“To achieve the highest level of success in providing retirement income solutions to clients, financial advisors must go beyond today’s conventional wisdom to embrace a new and much more complete process,” said Francois Gadenne, Co-Founder, Chairman and Executive Director of RIIA®.  “The program offers a rigorous educational and ethics training curriculum that focuses on building retirement plans to mitigate risks and master the advisory process.  The course uniquely helps advisors to ‘Mind the Gaps’ in the new fiduciary landscape.”

See what advisors have said about the RMA program.

Following completion of the course, advisors with three or more years of experience can take the RMA exam to achieve RIIA’s RMA designation.

Taught by Michael Lonier, Bob Powell and Al Turco, the experience gained through this course, positions advisors to increase client satisfaction, grow assets and increase referrals.

Through the course, advisors learn distinctive methods for:

  • implementing a four-part planning framework that starts with 1) the Client Diagnostic Kit that generates 2) the Retirement Allocations that are built using 3) the RMA Toolbox in the context of 4) the RMA Practice Management guidelines
  • using the client’s cash flow and balance sheet to determine the appropriate application of investment-based planning, goals-based planning, and product-based planning
  • comprehensive retirement planning based on the household balance sheet
  • generating secure retirement income allocations protected by four broad risk-management techniques to build Upside, Floor, Longevity, and Reserves portfolios
  • focusing on clients’ needs, goals and successful outcomes, in addition to traditional investment returns and performance
  • a cross-silo approach that embraces products across the investment, banking and insurance spectrum.

Register for the April 25 class now.

RMA Class Program fee $1,495.00 ($1,100 for RIIA members)

Click here to see if you meet the experience, education and ethics requirements in order to qualify as an RMA Candidate.

NOTE: The RMA exam may be taken immediately on completion of the program, or may be taken within four weeks of completion of the online RMA program. You need to apply as a candidate for the RMA Examination before you can register for the exam.

Post a Comment