Retirement Management Program—Online

Boston University's Retirement Management Program, offered through BU's Center for Professional Education, is designed to prepare financial advisors and professionals for an important credential in retirement income planning and management — the Retirement Management Analyst^℠ (RMA^℠) designation. Successful completion of the program fulfills the educational requirements towards the RMA^℠ designation, as determined by the Retirement Income Industry Association (RIIA). Students in our program have a 95% pass rate on this exam.

The Boston University Online Program in Retirement Management equips students with the knowledge and tools to assist their clients with retirement optimization, investment accumulation, future health care costs and income protection throughout their retirement years. BU’s Retirement Management Program is cohort-based and offered online with instructor facilitation by working retirement management professionals. The curriculum runs on the BU learning management system, which provides students with email, discussion forums, and practice questions.

The online Retirement Management Program includes the following modules:

• Retirement Management Overview
• Client Relationships
• The Household Balance Sheet
• Life Cycle Plan—Cash Flows
• Retirement Risk Profile
• Risk Management Techniques Allocations
• Choosing The Right Products
• Health Care Specialties

For more information regarding the Retirement Income Industry Association, the RIIA candidate application process, and the RMA^℠ designation, please visit the RIIA website.

Program Details

Program Dates

The program is offered three times a year in September, January and May.

Requirements

Students entering the Retirement Management Program must be familiar with:

• Financial concepts such as present value, future value, compound interest, and valuation of assets by discounting future cash flows
• Principles of Markowitz Optimization, Efficient Frontier, and Modern Portfolio Theory
• The major types of investment and retirement accounts and products, and the regulations or laws that govern them

Obtaining Continuing Education Credits

Upon completion of a course in the Retirement Management Program, students may be entitled to the following Continuing Education Units (CEUs):

• Massachusetts Division of Insurance (MA DOI) — Students can receive 23 credits after taking the program.
• BU’s program is also approved for CEUs by the Division of Insurance in the following states – the number of credits vary, please check with the DOI in the state of interest:
  • Arizona
  • New Mexico
  • Ohio
  • Texas
  • Vermont
  An email will be sent to students at the conclusion of each semester that outlines the process for receiving these credits. Other states around the country will be added as they become approved, please email cpe@bu.edu to confirm the latest.
• CFP^® professionals are entitled to 12.5 CEUs as part of their continuing education requirements.

To Learn More or To Register

To register—or for more information—please call 866-633-9370.