With the RMA Virtual Capstone On-Demand, bring the critical issues of retirement income planning into focus with an in-depth exploration of the practical issues retirees, or those about to retire, face. Then, learn the process for building, implementing, communicating, and monitoring an effective, custom retirement plan.
Welcome to the Virtual RMA Capstone course. Please refer to the details below for information about the course.
Included Content and Course Features:
This program contains 14 recordings and quizzes. Lecture titles and speakers are listed below.
- Redefining Retirement: What's Your Encore? with Larry Jacobson- Is Active Trust Building Ethical? with Herman Brodie
- The Impact of Rising Longevity on Our Society and Economy with Michael Guillemette
- Digesting the Alphabet Soup of Finance Theory for Retirement with Arun Muralidhar
- Spending To and Through Retirement with Sharon Carson
- How to Use Asset-Liability Matching to Build a Safe Runway into Retirement with Dana Anspach
- RMA Curriculum Workshop: Household Balance Sheet with Bob Powell
- Generating Tax Alpha with Effective Asset Location with Michael Kitces
- Tax-Efficient Withdrawal Strategies in Retirement with Michael Kitces
- Social Security: Addressing Critical Issues for Clients with Marcia Mantell
- Medicare: Addressing Critical Issues for Clients with Steve Siegel
- RMA Curriculum Workshop with Devin Ekberg
- Retirement Policy Statements with Dana Anspach
- RMA Curriculum Workshop: Presenting & Monitoring the Plan with Francois Gadenne & Mike Lonier
Continuing Education (CE) Credit:
Investments & Wealth Institute
-15.5 hours of CE credit for CIMA®, CPWA®, and RMA® certifications, including 1 Ethics credit and 2 Tax/Regulation credits
-Learners must view the content of each recording and pass the corresponding quiz with a 70% or higher passing grade to complete the course.
-Credit is automatically uploaded to your certification record(s) at one time, upon completion of the full program, which requires obtaining a 70% grade or higher on each of the module quizzes. Credit can take up to 24 hours to be reflected.
CFP Board
-14.5 hours of CE credit for CFP® certification
-Learners must view the content of each recording and pass the corresponding quiz with a 70% or higher passing grade to complete the course.
-Credit will be reported to CFP Board on your behalf within 2 weeks of completion of the full program, which requires obtaining a 70% grade or higher on each of the module quizzes. The CFP ID field on your Institute account must be complete and accurate for this process to take place. To verify: log in to your account, navigate to the "dashboard", and click "update my demographic information" on the right-hand side to locate the CFP ID field.
Expiration:
Learners have access to the content for one year.