Do you want to become a financial advisor? Then try this online course

Online course on Retirement Management


Boston University's Retirement Management Program, offered through BU's Center for Professional Education, is designed to prepare financial advisors and professionals for an important credential in retirement income planning and management the Retirement Management Analyst (RMA) designation. Successful completion of the program fulfills the educational requirements towards the RMA designation, as determined by the Retirement Income Industry Association (RIIA).

The Boston University Online Program in Retirement Management equips students with the knowledge and tools to assist their clients with retirement optimization, investment accumulation, future health care costs and income protection throughout their retirement years. BU's Retirement Management Program is cohort-based and offered online with instructor facilitation by working retirement management professionals. The curriculum runs on the BU learning management system, which provides students with email, discussion forums, and practice questions.

The online Retirement Management Program includes the following modules:

  • Retirement Management Overview
  • Client Relationships
  • The Household Balance Sheet
  • Life Cycle Plan-Cash Flows
  • Retirement Risk Profile
  • Risk Management Techniques Allocations
  • Choosing The Right Products
  • Health Care Specialties

Program Details:

Program Dates

The program is offered three times a year in October, March, and July.


Students entering the Retirement Management Program must be familiar with:

  • Financial concepts such as present value, future value, compound interest, and valuation of assets by discounting future cash flows.
  • Principles of Markowitz Optimization, Efficient Frontier, and Modern Portfolio Theory.
  • The major types of investment and retirement accounts and products, and the regulations or laws that govern them.

In order to apply click here.

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