The recently announced change in the DOL fiduciary rule has many advisors seeking to differentiate themselves more clearly with fiduciary retirement planning. To accommodate that increase in demand for programs like RIIA®’s Retirement Management Analyst®, we are pleased to make two important announcements.

First, Francois Gadenne, RIIA’s Chairman and Executive Director, will present a special online event in partnership with RIIA member Elite Advisor Group’s The Modernist Advisor. The webinar, Post-DOL: RIAs Three Winningest Strategies, will air at 4:30 pm ET, Wednesday, February 15. Webinar registration is open.

Francois will discuss the evolution of financial and retirement planning research, the challenges for an advisor seeking a practical and defensible method to help clients make prudent portfolio design and investment management decisions, and show how the Retirement Management Analyst (RMA®) curriculum can support and protect an advisor delivering retirement income planning advice.

Second, the next RMA class start date has been moved to accommodate a new stream of enrollees. To allow interested individuals the opportunity to attend the webinar and join the next RMA class, we’re extending the first week of class. This first week, which begins February 6th, is an introduction to Salem State University’s online structure and introductions among class members. This will be extended for a second week, the week of February 13th, to allow interested individuals the opportunity to view the webinar without missing class content. The actual class will begin Tuesday, February 21st.

You can learn more about the RMA program, including a sample syllabus and pricing, on our website,, under the “Become an RMA®” headline. Register for the RMA class here.

Post a Comment