This academic commitment isn’t for everyone. It will take determination, perseverance and grit. It was designed for competitive professionals looking to challenge themselves over a period of 100 days. You will be pushed to approach things through a new lens, adopt new habits, and solve complex problems using our Retirement Management Advisor® framework.
Throughout your journey, you’ll have a team of top practitioners motivating and encouraging you. You’ll have exercises, review case studies and have thought-provoking discussions. The final step in your 100-Day Advisor Challenge culminates with a rigorous exam.* As a reward, you will earn bragging rights as a retirement expert! Upon passing the exam, you will be able to proudly showcase your Retirement Management Advisor® or RMA® credentials. So, get ready to push yourself.
* Individuals will be required to adhere to a code of ethics, sign a license agreement and pay a certificant fee.
Read the press release
Creating new habits is easier than you think. Imagine what you will walk away with in less than 100 days? We will spend 100 days exploring new methods and techniques so you can provide a higher level of service, challenging you to become a better, more rounded advisor. In this timeframe, you’ll secure a deep understanding of the retirement lifecycle and how to help your clients and prospects navigate through all the stages of retirement, not just the planning stages. We will guide you through various exercises and help you reach academic milestones too.
What you’ll walk away with:
Up-and-coming rising stars and life long-learners will love this challenge and the process is simple. Once you sign on to be a Challenger, you’ll receive a welcome packet with everything you need to know. You’ll follow a guided plan, complete weekly tasks and be on your way to earning prestigious bragging rights.
Attend our next informational webinar and get a better idea if the Challenge is right for you. Check out the schedule.
Check Out the Schedule
Challengers must have 3 years of financial services experience.
We recommend this program for individuals who work with clients in or nearing retirement.
See the requirements
The 100-Day Advisor Challenge starts May 3, 2021 and ends August 10, 2021. We have an unlimited number of seats available so, round up your network and get started together!
After applying for the Retirement Management Advisor® certification, email rma@i-w.org with the subject "I'm taking the 100-Day Challenge."
Application Deadline: April 26, 2021
Apply Now
All 100-Day Advisor Challengers will receive $500 off the cost of the program when they apply the promo code at checkout. The 100-Day Advisor Challenge follows our RMA® certification program. Costs include the online course, virtual capstone and first examination attempt.
$1,995 (Normally $2,495)
Individuals can apply up to 40 hours of CE credit toward their CIMA®, CPWA® or CFP® certifications.
*For new applicants only, cannot be used in combination with any other promo codes or discounts.
Learn about our fees
Contact the Institute to help expedite your enrollment. Call us at 303-770-3377 or email us at learnmore@i-w.org for a consultation and ask about the “100-Day Advisor Challenge.”
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