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July 8, 2026 - Denver, CO — Elizabeth "Libet" Anderson, current Board Chair of the Investments & Wealth Institute, recently spoke with Financial Planning about the rising number of retirement-focused professional certifications and the behavioral challenges advisors face when guiding clients through retirement income planning.

Anderson, who holds both the Certified Investment Management Analyst® (CIMA®) and Retirement Management Advisor® (RMA®) designations, said that an advisor's client base and specialty should guide the decision to pursue additional certifications.

She also discussed her own experience earning the RMA® after decades already in the industry, noting that the complexity of the decumulation stage drew her into deeper work on behavioral finance and how client psychology shapes financial decisions.

Anderson pointed to the fear many retirees feel about outliving their savings as a recurring challenge that the RMA® has helped her address.

"They get scared and think they're going to run out of money," Anderson said. "They read these things and they worry about running out, and you have to show them and constantly sit in front of them with the charts and the numbers."

Read the full Financial Planning article.