According to the announcement, Delivering Retirement Income Solutions provides an overview of the key risks and issues retirees face and provides guidance to help advisors determine client needs and deliver the right investment and risk management solutions. Delivering Retirement Income Solutions will be the first in a series of programs that will result in an industry designation accrediting financial advisors as “Retirement Income Specialists.”
The course will be delivered in a workshop setting, consisting of a three-hour interactive session accompanied by a course workbook and a series of case studies reflecting the complex challenges pre-retirees and retirees face as they plan for a 20- or 30-year retirement, the announcement said. It can be used by financial institutions on either a turnkey, sponsored or private-label basis. For the turnkey approach, pre-approved instructors will deliver the course on-site at the financial institution.
For more information, visit www.riia-usa.org .