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Master List Of Financial Advisor Conferences For 2020-2021

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.

Price: TBD
Type: Virtual
Content Focus: Academic, Advanced Planning, General Planning, Practice Management, Retirement, Risk/Insurance Planning, Tax Planning
Channel: CFPs, Experienced Planner, Independent BD, RIA, Wirehouse
Organizer: Association
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Finally...

Continuing education that actually teaches you something.

 

Practice management advice and tools relevant for your business.​

Join 42,904 of your fellow financial

advisors getting the latest Nerd's Eye View blog

content as it's released.

 

Sign up now and get a free sample issue of The Kitces Report on "Quantifying the Value of Financial Planning Advice" as well!​