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The Investments & Wealth Institute Issues Advisor-Challenge to Industry Professionals Looking to Expand Capabilities

Issue date: Thursday, April 01, 2021

Contact Information: Devon Coquillard | +1 303 850 3202 | Contact Email: DOQUILLARD@I-W.ORG

The 100-Day Advisor Challenge begins May 3, 2021.
 
The Investments & Wealth Institute issued a new 100-Day Advisor Challenge to competitive professionals looking to push themselves and expand their skillset. The Advisor Challenge begins May 3, 2021 and will push Challengers to building strong retirement management habits, strategies, and techniques using the framework from the Retirement Management Advisor® (RMA®) program.

"This academic challenge won’t be easy but will be very rewarding," said Devin Ekberg, CFA®, CIMA®, CPWA®, Chief Learning Officer, and Managing Director of Content Development. "In a little over three months, challengers will see why RMA professionals report a dramatic positive shift in their approach with retirement clients as they develop more effective frameworks Candidates often speak of the lightbulb moments they experience as they learn and engage with faculty and other students. Those lightbulb moments translate to better outcomes for their retirement clients." 

Taught by leading practitioners, the knowledge and experience gained through achieving the RMA® certification will position Challengers to boost client satisfaction, grow assets, and increase referrals by being able to go beyond conventional wisdom to embrace a new and more complete process. Individuals who complete the challenge will be able to help clients navigate through all the stages of retirement, not just the planning stages.

Through the 100-Day Advisor Challenge, advisors will:
  • Learn how to apply a multidisciplinary, holistic approach to retirement planning
  • Better understand the client's retirement mindset
  • Explore strategies for custom risk assessments and unbiased solutions
  • Apply turn-key skills around lifecycle savings and investing
  • Gain knowledge of the household balance sheet
  • Learn strategies for planning for accumulation vs. decumulation (retirement income planning)
  • Identify how to manage through all market and interest rate conditions
  • Be able to navigate changes in income sources, risk exposures, lifestyle choices, and investment strategies
  • Discover practical tools and techniques to use in their practices
Challengers will have a team of top practitioners motivating and encouraging them. They will have academic exercises, case study-reviews, and thought-provoking discussions. The 100-Day Advisor Challenge culminates with a rigorous 3-hour, 100-question online-proctored exam. Advisors who pass the exam will earn the Retirement Management Advisor® (RMA®) credentials and be on a trajectory to add value to their teams and clients as a retirement expert.

Challengers must have three years of financial services experience. All 100-Day Advisor Challengers will receive $500 off the cost of the RMA® program. Fees include the online course, virtual capstone, and first examination attempt. Applications must be submitted by April 26, 2021 for the May 3, 2021 kick-off.

For more information on the 100-Day Advisor Challenge, visit: https://content.investmentsandwealth.org/advisor-challenge
 
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About Retirement Management Advisor® (RMA®) Program
The Retirement Management Advisor® (RMA®) program is an advanced certificate program and that focuses on building custom retirement income plans to mitigate clients' risks and to master the retirement planning advisory process, all within an increasingly regulatory environment. The RMA® certification provides advisors with practical tools, techniques, and methodologies.

The RMA® program is taught by leading experts including, Dana Anspach, CFP®, RMA®, founder and CEO, Sensible Money, LLC; Devin Ekberg, CFA®, CIMA®, CPWA®; Francois Gadenne, CFA®, RMA®, founder of the Curve Triangle Rectangle Institute; Michael Guillemette, Ph.D., CFP®; Michael E. Kitces, MSFS, MTAX, CFP®, CLU®, ChFC®, RHU, REBC, CASL, CWPPTM; Arun Muralidhar, Ph.D., co-founder, Mcube Investment Technologies LLC; John A. Nersesian, CIMA®, CPWA®, CIS, CFP®; and Robert Powell, CFP®, who is a longtime financial journalist and a regular contributor to TheStreet.com, USA Today, The Wall Street Journal, and MarketWatch. He serves as editor of TheStreet's Retirement Daily and as editor of the
 
About the Investments & Wealth Institute®
Founded in 1985, the Investments & Wealth Institute is the premier professional association, education provider, and standards body for financial advisors. Through its award-winning events, publications, courses, and acclaimed certifications—Certified Investment Management Analyst® (CIMA®), Certified Private Wealth Advisor® (CPWA®), and Retirement Management Advisor® (RMA®)—the Institute delivers Ivy league-quality, highly practical education to more than 20,000 practitioners annually in over 40 countries.  Members of the Institute include the industry’s most successful investment consultants, advanced financial planners, and private wealth managers who embrace excellence and ethics in applying a broad set of knowledge and skills in their daily work with clients

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