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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CE Hours



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

More Resources

Partner White Papers:

The Extinction of the Nest Egg by Covisum

Sequence of Returns: Don’t Roll the Dice with Retirement by New York Life

The Efficient Income Frontier: Improving Retirement Outcomes with Lifetime Income by New York Life

Help Give Peace of Mind During Market Volatility by New York Life

Thinking about an RMA® certification?

Volatile markets make for anxious clients. Calm your clients' nerves and boost your retirement management confidence with a certification. After earning the designation, RMA-certified professionals report higher confidence in both their retirement management capabilities and in serving their clients, especially during times of crisis. 

Learn More

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Contact Devon Coquillard

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