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RIIA, Texas Tech Team Up for Retirement Income Management Program

By thinkadvisor

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Texas Tech University, based in Lubbock, TX, is now the second university approved by the Retirement Income Industry Association to teach the Retirement Management Analyst curriculum in preparation for the RMA examination.

Boston University Center for Professional Education, a RIIA university partner since May 2010, currently offers a distance learning program to potential candidates.

According to Francois Gadenne, RIIA’s Chairman and Executive Director, the new Texas Tech Retirement Management Certification Seminar is a one-week, intensive program which will include lectures, lab assignments and final exam, and will take place in the new Charles Schwab Technology Complex on the Texas Tech campus. Students who successfully pass the final exam receive a certification from the university and are fully prepared to take the RMA exam to earn the RMA designation.

“The RMA certification is the only one across the industry to focus specifically on providing retirement income planning and management centered around structuring a plan built on the solid foundation of first build a floor and then expose the portfolio to upside potential,” explained Gadenne.

Spearheaded by the faculty of the Texas Tech Personal Financial Planning Division, the seminar is taught by experienced instructors and faculty, as well as doctoral students who will assist with the applied lab sessions. Faculty and instructors include:

  • Financial planning authority Harold Evensky, CFP, AIF, RMA and president of Evensky & Katz, a national wealth management firm
  • Dr. Michael S. Finke, Associate Professor and Director of the PFP PhD program and co-winner of RIIA’s first Academic Thought Leadership Award
  • Dr. John Salter, CFP, AIF, Assistant Professor in the Texas Tech PFP Division and Director of the bachelors’ degree program
  • Francois Gadenne, CFA, RMA, co-Founder, chairman, and executive director of RIIA.

Dr. Michael Finke, Associate Professor and Director of the Personal Financial Planning PhD program at Texas Tech, believes strongly in the importance of retirement planning education and is interested in providing additional executive education opportunities for non-traditional students.

“With our focus on financial planning, it was only natural to reach out to RIIA to find ways to expand the RMA program by offering a different learning environment and approach to potential candidates,” said Finke.

The aim of the new seminar is to provide a thorough, science-based overview of retirement management that advisors, managers and executives from across the financial services, insurance, investment and retirement planning industries can use to more effectively serve consumers looking for professional advice and appropriate product recommendations to meet retirement income goals.

The first seminar is scheduled for February 20-25, 2012. More information is available at www.riia-usa.org.

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