Retirement Management

Boston University's Online 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 (RMASM) designation.

Tuition Funding Options
$1295
Program Duration
5 Weeks
Enrollment Deadline
August 15, 2012
Next Session Start
Sept 4, 2012

More About This Program Register now

Online Programs Available 24/7

The program is now eligible for 12.5 credit hours of continuing education for licensed CFP® professionals through Boston University's Center for Professional Education. Click here to learn more.

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

Trusted Education Provider

Successful completion of the program fulfills the educational requirements towards the RMASM designation, as determined by the Retirement Income Industry Association (RIIA). Visit the RIIA website for more information.

Students entering the program must be familiar with financial concepts such as present value, future value, compound interest, and valuation of assets. In addition, knowledge of Principles of Markowitz Optimization, Efficient Frontier, Modern Portfolio Theory. Familiarity with major types of investment and retirement accounts and products, and the regulations or laws that govern them is required.

Questions? Call 1-800-329-4996 Monday-Friday 9am-5pm EST.