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DesignationsIndustry-Wide Designations and Internal CertificationsThe Retirement Learning Center supports industry-wide designations through our relationships with the Retirement Income Industry Association (RIIA) and PLANSPONSOR. We also offer internal certification programs to firms seeking to nurture excellence within their organizations. RIIA-Endorsed Designation for Retirement Income ProfessionalsBaby Boomers are redefining the way financial advisors do business in the retirement services marketplace. As an ever-growing number of retiring investors shift from their wealth-accumulation years to their wealth-harvesting years, their financial planning needs are changing dramatically. The Retirement Income Industry Association (RIIA) has created an advanced retirement income planning educational program designed to convey the specialized knowledge financial advisors must acquire if they are to succeed in the coming retirement income distribution era. Presently, few financial advisors have the knowledge, insights, and tools necessary to properly place retirement assets into distribution mode. RIIA and the Retirement Learning Center are out to change that. “Delivering Retirement Income Solutions,” a highly-interactive training session, is the first course in a series of segments that are part of a RIIA certification program that will result in an industry designation for retirement income professionals. The course is offered on an open-enrollment, firm-sponsored, or private-labeled basis. Register for RIIA
PLANSPONSOR Retirement Professional Industry DesignationThe Retirement Learning Center supports the PLANSPONSOR Retirement Professional (PRP) industry designation through PLANSPONSOR Institute, the education arm of PLANSPONSOR. The PRP has become the industry benchmark for measuring retirement sales and service expertise. By earning the PRP designation, retirement professionals not only demonstrate their commitment to the industry, but enjoy the benefits of an exclusive, ongoing support network through PLANSPONSOR. To earn and maintain the PRP designation, a candidate must complete the initial coursework and pass a final examination. Ongoing, the PRP must submit continuing education credits annually. In addition, the candidate must demonstrate an acceptable level of professional experience and business character.
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Educational Seminars and Workshops| Retirement Learning Center |