Client Testimonial

M. Jayson Meyer
CEO, Synergy Billing M. Jayson Meyer

”The team from Nova Southeastern University came to Daytona Beach to meet with us, they listened to our needs and customized a program for our Synergy Leadership Academy. We found the program to be highly effective and very engaging. Our employees came away with a much higher level of self-awareness and a set of new skills that they could put to use right away. Nova Southeastern University really exceeded our expectations.”

Retirement Management Program

5 full day  |  3.1 CEUs l 31 CFP® CEUs
ON-SITE DISCOUNT CONTACT US

Accounting and Finance for Non-Financial Managers If you have three or more years of experience as a financial advisor, earning the Retirement Management Analyst (RMA) credential would demonstrate to your clients and business partners that you have mastered the retirement planning advisory process. Based on the RMA Body of Knowledge, this program focuses on the skills and tools needed to assist clients with investment accumulation, and more importantly, income protection and distribution throughout the retirement years.



Program Description

Key concepts and practical application of retirement income planning and management are taught so that attendees can better construct portfolios to support retirement income and distribution. The course is designed around the seven chapters in The Retirement Management Analyst (RMA) Designation: Curriculum Book for RMA Candidates:

  • Chapter One: The Hub at the Center of the Advisory Process – The Client
  • Chapter Two through Six: The Five Spokes
  • Chapter Seven: The Integrative Process

Requirements to sit for the RMA exam:

Candidates for the RMA examination are accepted on the basis of prior education, experience, and ethics requirements. The RMA designation is an advanced designation focused specifically on the issues of retirement income planning and retirement management. It is assumed that candidates already have a solid understanding of basic retirement planning and investment principles.

RMA candidates have demonstrated knowledge and experience in their practical application. We would look for at least three (3) or more year of experience as a financial advisor working with clients on retirement and non-retirement portfolios, or comparable experience in the financial services industry directly involved in the retirement and investments business. Holding various FINRA registrations, e.g. series 7, 24, 63, 65, or 66, as well as other designations, e.g. CFA, CFP, will all be considered as evidence of prerequisite knowledge. Check the RIIA website for more information: www.riia-usa.org

RMA candidates are required to:

Complete the RMA application and certify that the information in the application is accurate, agree to the RIIA Code of Conduct and that they have not been fined or sanctioned from practicing in the financial services field by any state or federal government or regulatory authority, or by any industry self-regulatory body or by any employer.

Testing:

If interested in the RMA designation, you may take the exam at the end of this program. Please register for the exam and pay the $395 exam fee by visiting the RIIA web site at: www.riia-usa.org

Audience

This course is designed for financial professionals including asset managers, licensed agents and representatives of brokers/dealers, registered investment advisors, and certified advisors.


Program Dates / Locations

Program Fee

Week-Long Program Fee: $1,599 includes tuition, lunch, and closing reception.

Single-Day Program Fee: $495 includes tuition, and lunch.

Program Materials

Participants are responsible for providing their own textbooks. Textbooks are not included in the program fee.

The following textbooks are required for the Retirement Management Analyst Program:

  • The Retirement Management Analyst (RMA) Designation: Curriculum Book for RMA Candidates: RIAA® Program Curriculum 2013: Fifth Edition: Author: François Gadenne
    ISBN-10: 1493585398; ISBN-13: 978-1493585397

  • Practice Manual for Retirement Management Analyst (RMA) Certificate Holders and Compliance Officers: RIAA® Program Curriculum 2013: First Edition: Authors: François Gadenne, RMA and Al Turco Esq.
    ISBN-10: 1493635840; ISBN-13: 978-1493635849

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Instructor

François Gadenne, RMA

François is co-founder, Chairman and Executive Director of the Retirement Income Industry Association, (RIIA). For more than 30 years, François has led teams that build successful technology solutions for the financial industry. His background combines a history of entrepreneurship, line experience at financial service organizations, and corporate strategy consulting. As an entrepreneur he co-founded Retirement Engineering, Inc. (REI), a Research & Development company with novel, protected designs for insurance and investment products that solve retirement income issues for the millions of "baby-boomers" now approaching retirement. François is a co-inventor on patents issued and pending relating to this and earlier businesses. He also co-founded Rational Investors, an independent provider of investment education and advice products for the Defined Contribution market. François grew the business to become one of the top three players in its niche. He then completed the successful sale of the company to Standard & Poor's.

In terms of working within the financial services sector, François served as general manager of S&P's Retirement Services group for two years. He also worked for nearly ten years at the Bank of Boston (now Bank of America), including The Private Bank.

He is a Retirement Management AnalystSM (2010), a Chartered Financial Analyst (1995), a member of the CFA Institute and a Lecturer at Boston University's School of Management, MS in Investment Management Program. He also earned the Certificate in Director Education (2008). He is a graduate of the Ecole Superieure de Commerce de Paris and earned an MBA degree from J. L. Kellogg Graduate School of Management at Northwestern University.


Course Customization

Using core programs, we can customize the material to fit your corporate training needs. With our extensive resources and program facilitators, we will design a program that is tailored to fit your specified objectives and requirements.

Substitution, Cancellation, Fee and Transfer Policies

We realize that occasionally you need to cancel your registration. You can substitute another individual in your place at any time prior to the first day of a program.

If you wish to receive a credit toward a future program: we will allow you to transfer you registration to a future date of the same program you are enrolled in currently, provided we receive written notice two weeks prior to the start date of the class you are currently registered in. You are permitted to re-register only one time.

If you wish to receive a refund: written cancellations received 30 calendar days before a program begins will be issued a full refund, less a $150.00 processing fee; written cancellations received 6 to 29 calendar days prior to the start of a program will get 50 percent of the registration fee refunded. We apologize but we cannot provide a refund if we receive your written cancellation in five or fewer business days prior to the start of the program.

In the event of non-payment, the responsibility for any fees incurred in collecting the payment is the responsibility of the customer.

Fees and dates are subject to change without notice.


Contact Information

For additional program information, please contact us at:

Hudson Center of Entrepreneurship and Executive Education
H. Wayne Huizenga College of Business and Entrepreneurship
Nova Southeastern University
3301 College Avenue, Carl DeSantis Building, Suite 2088
Fort Lauderdale-Davie, FL 33314
Tel: 954.262.5161
Toll Free: 800.672.7223, ext. 25161
Fax: 954.262.3188
E-mail: execed@nova.edu

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