Programs & Courses

Retirement Income Specialist

Master Financial Advisor

Investment advisors who wish to meet the demand for tax-efficient income and effective wealth management as their clients transition from accumulation to spending, for wants and needs in retirement, will welcome the opportunity to study this leading-edge program. It is designed to provide structure and process for developing and monitoring tax-efficient retirement income plans featuring robust planning software.

Select 6 courses below to register:

Click on each course title to see the detailed content description, key concepts and learning outcomes for the course.


Optional Courses:

Courses above may be substituted by one or more courses listed below. 6 completed courses are required to earn a designation.