Exceptional Advisor Support Center: Investment Ed

Increase your competitive edge with our online education. The Investments & Wealth Institute has a variety of options suited to your learning style, CE needs and more. Below, find short, 1-hour recordings; live, 4-hour virtual events; and in-depth, online courses for up to 25 CE hours. Consider taking your education and credentials to the next level by enrolling in the Retirement Management Advisor® (RMA®) certification program.

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Topic Explore more by clicking the titles below	CE Hours	Type	Cost
Defining a Meaningful Inheritance through a Four-Step Process	1	On-Demand	Member: $50 Nonmember: $75
Retirement and Its Discontents: Why We Won’t Stop Working, Even If We Can	1	On-Demand	Member: $50 Nonmember: $75
Retirement Demographics & Opportunities	3	On-Demand	Member: $195 *Join & Learn: $50
Focus on Retirement Income Strategies	4	Virtual Event: August 26, 2020 11 a.m.–3:30 p.m. EST	Member: $249 Join & Learn: $449
Retirement Management Forum	4.5	On-Demand	Member: $249 Join & Learn: $449
RMA Virtual Capstone Program	15.5	Self-Paced Course	Member: $1,395 Join & Learn: $1,595
Retirement Management Advisor Course	25*	Course	Member: $1,395 Join & Learn: $1,595
Retirement Management Advisor Level I Course: Path to Certification	25*	Course	Member: $2,495 Join & Learn: $2,695
RMA Certification	40*	Certification	Member: $2,495 Join & Learn: $2,696
Estate Planning and Trusts	NA	Podcast	Free
Estate Planning and Charitable Giving With Martin Shenkman	NA	Podcast	Free
Current State of Retirement in the United States	NA	Podcast	Free
Will the Financial Fragility of Retirees Increase?	NA	Podcast	Free
Insight on Retires over 85	NA	Podcast	Free
Change Your Focus: Advising for Retirement	NA	Podcast	Free
The Retirement Planning Jigsaw Puzzle	NA	Podcast	Free
Reverse Mortgages and What Advisors Should Understand	NA	Podcast	Free
Key Life Stages for Clients in Retirement	NA	Podcast	Free
The Role of Annuity Products in Retirement Planning	NA	Podcast	Free
How Today’s Retirees Are Financially Fairing w/ Catherine Collinson	NA	Podcast	Free
Retirement Risks w/Anna Rappaport	NA	Podcast	Free
Retirement Income Strategies w/ David John	NA	Podcast	Free
Sail Into Retirement w/Larry Jacobson	NA	Podcast	Free
Retirement Insights in the Covid-Era w/Dana Anspach	NA	Podcast	Free
Retirement Insights in 2020 w/Dorothy Bossung	NA	Podcast	Free
Improving Retirement Outcomes w/Nick Halen	NA	Podcast	Free
RMA Certification is endorsed by Merrill Lynch	NA	Blog	Free

* Includes CFP CE **Join & Learn includes 1-year membership

On-demand recording:
1–4.5 CE hour, quick and convenient
Self-paced course:
Up to 25 CE hours, interactive quizzes
Virtual event: 1–4 CE,
real-time with expert Q&A