As an example of RIIA’s Intellectual Property (IP) and value-kit for members, the Procedural Prudence map℠ (PPm℠), is a summary mapping of the more than 100 levels of service documented in the RMA® designation’s body of knowledge. RIIA members, RMA graduates and RMA students have access to the latest version of the map and to RIIA’s thought leadership that drives updates to … {…}
RIIA® IP Helps Shape “Reasons for Recommendations” in Best Interest Contracts
As an example of RIIA’s Intellectual Property (IP) and value-kit for members, the Procedural Prudence map℠ (PPm℠), is a summary mapping of the more than 100 levels of service documented in the RMA® designation’s body of knowledge.
RIIA members, RMA graduates and RMA students have access to the latest version of the map and to RIIA’s thought leadership that drives updates to the map.
Presently, the map helps members and RMAs gain important insights with respect to complying with the DOL’s Fiduciary Rule because it shows clearly what additional reasons for recommendations arise from delivering retirement planning services in additional to investment planning services.
Join RIIA now – as a firm or as an individual.
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