RIIA®’s Advisor Forum Weeks are events that integrate our traditional conferences with the RMA® Boot Camps.
The RMA® Boot Camp is the Advisor Forum Week’s RMA® Class Program and the traditional conferences are the Advisor Forum Week’s RIIA® Breakouts Program.
Retirement Management Program
The Retirement Management Analyst Designation® provides an advanced advisor education and experience
focused on retirement income planning.
July 13 – 17, 2015 – Salem State University (SSU)
Approved for (pending) CFP® CEUs
Lead Faculty: François Gadenne, CFA®, RMA®, Chairman and Executive Director, RIIA®
The RMA® program has two levels of study. Level 1 provides a broad understanding of the concepts. Level 2 focuses on mastery of the details. To earn the RMA designation, students need to complete Level 1 and Level 2.
5-Day Advanced Education Program for RMA® Designation Prep (Level 1 & Level 2): $1,599 Approved course of study with certificate of completion includes morning coffee service and lunch (total cost for tuition, books and exam: $2,294). Passing the RMA® Designation Level 1 and 2 exams grants the right to use the following marks “Retirement Management Analyst®” and/or “RMA®”
2-Day Level 1 Class Program: $799 Approved course of study with certificate of completion includes morning coffee service and lunch (total cost for tuition, books, and exam: $1,494). Passing the Level 1 exam grants the right to use the following mark: “RMA® Candidate Level 1″.
Continuing Education for RMA® Graduates: $495 day rate
RIIA® Breakout Program
$495 / $396 (early bird by June 1) | RIIA Members: $248 / $198 | RMA Graduates: $124 / $99
Wednesday, July 15: RMJ/VLC Authors Breakout and Evening Program
Near By Lodging
To request on-campus accommodation, call 978-542-6302.
Other local lodging:
- The Coach House Inn, Bed & Breakfast, 978-744-4092/800-688-8689 (Walking distance), 284 Lafayette Street., Salem, MA 01970
- Salem Waterfront Hotel & Marina, 978-619-1115, 225 Derby St., Salem, MA 01970 (1.7 miles)
- Hawthorne Hotel, (978) 744-408018 Washington Square W, Salem, MA 01970 (1.8 miles)
They all fill up fast in the summer, so booking early is a must.
If interested in taking advantage of sponsorship opportunities for our Advisor Forum Week, July 13-17, 2015, contact Francois Gadenne: firstname.lastname@example.org