These high level core topics include four knowledge domains, covering 8 knowledge sections derived from a job task analysis. This process allows us to continuously refresh the content based on feedback from experts in the industry to ensure you obtain the knowledge and skills needed to become an advanced retirement management consulting professional.
Client Diagnostic Kit
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Client Planning Process—Client planning process, retirement phases, advisors' styles, “gamma," measures of fundedness
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The Household Balance Sheet—Household balance sheet, financial, social and human capital, start of life-cycle plan
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Household Cash Flows—Fixed and discretionary expenses, tax-bracket planning, retirement milestones, Medicare and Long-term care, Social Security, pensions, complete life-cycle plan
Retirement Allocation
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Assessing Retirement Risks—Retiree risk profiles, risk management techniques, floor allocation, probability-based and safety-first strategies
RMA Toolbox
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Risk Management Allocations—Retirement allocations, withdrawal strategies, time segmentation, retirement policy statements
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Account Location/Product Selections—Product selection, account location, income annuities
Practice Management
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Presenting & Monitoring the Plan—Methods for planning, transparent and trustworthy advisory practice, aligning client situation with planning methodology
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Professional Guidelines—Investments & Wealth Institute’s Code of Professional Responsibility, marks usage, legal and regulatory compliance