Understanding the Retirement Income Mindset: An Overview of the RMA® Certification
To be an exceptional retirement advisor, you must consider not only the changes to a client's income as they approach or are in retirement, but also to their mindset. Join the Institute’s Chief Learning Officer, Devin Ekberg, CIMA®, CPWA®, CFA®, as he explores what makes the RMA program different and the process to achieve it in this live 30 minute webinar. Continuing Education credit (CE) is not available for this overview.
Content Focus: Academic, Advanced Planning, General Planning, Practice Management, Retirement, Risk/Insurance Planning, Tax Planning
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