Investment Management Institute

Financing specialist
 : 
Investment Management Institute



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About Investment Management Institute
Professional experience
Investment Management Institute Presentation Investment Management Institute: Redefining Retirement Welcome to the Investment Management Institute, where we believe in redefining retirement for individuals and helping financial advisors excel in their careers. Our institute offers a range of professional certifications and designations, empowering advisors with the knowledge and tools needed to navigate the ever-changing landscape of investment management and retirement planning. Chartered Retirement Plans Specialist (CRPS) One of our flagship programs is the Chartered Retirement Plans Specialist (CRPS) certification. This certification is specifically designed for experienced advisors who are focused on retirement plans. With the CRPS designation, advisors gain a deep understanding of retirement plan design and administration, enabling them to make informed recommendations and implement effective strategies for their clients. Benefits of the CRPS Certification By earning the CRPS certification, advisors unlock a world of opportunities. They gain access to comprehensive knowledge on retirement plan implementation techniques that can be executed successfully. With this expertise, advisors can build custom retirement income plans, mitigate risks, and offer tailored solutions to meet their clients' retirement goals. Financial Advisor Certification: Retirement Management Advisor® (RMA®) At the Investment Management Institute, we also offer the Retirement Management Advisor® (RMA®) certification. This program equips advisors with the necessary tools and knowledge to build robust retirement income plans and effectively manage clients' risks. By becoming an RMA® certified advisor, professionals enhance their credibility and demonstrate their commitment to providing exceptional retirement planning services. Practice Specialists and Support We understand that building deep client relationships and improving practices is essential for financial advisors to thrive. That's why we have invested in a team of practice specialists who are available to help our clients achieve these goals. Whether it's guidance on client engagement strategies or practice management techniques, our dedicated team is here to support advisors every step of the way. Join the Investment Management Institute If you are interested in pursuing a career in retirement plan design and administration, the Investment Management Institute is the perfect starting point. Our comprehensive programs, such as the CRPS certification and the RMA® certification, will equip you with the skills and knowledge to excel in this field. Step into the world of redefined retirement with the Investment Management Institute, and unlock your full potential as a financial advisor. Contact our team today to learn more about our programs and how the Investment Management Institute can help take your career to new heights. Thank you for your attention.

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Location

New York, Lucas (50238)

Important to know

  • Weekdays  00:00 - 00:00
  • Sat  00:00 - 00:00
  • Sun  00:00 - 00:00
Business hours
Weekdays  00:00 - 00:00
Sat  00:00 - 00:00
Sun  00:00 - 00:00
  • English
SpeaksEnglish
Business hours
  • Weekdays  00:00 - 00:00
  • Sat  00:00 - 00:00
  • Sun  00:00 - 00:00
Business hours
Weekdays  00:00 - 00:00
Sat  00:00 - 00:00
Sun  00:00 - 00:00
Speaks
  • English
SpeaksEnglish


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