InvestmentSense

This column was originally published for the Institute's Legislative Intelligence quarterly column.

The Institute’s Devon Coquillard, Communications Manager, sits down with Dorothy Bossung, CFP^®, CIMA^®, CPWA^®, RMA^® to discuss Dorothy’s success within a male-dominated industry and how to light a path for others.

Client Retirement Needs: Solving for De-accumulation - How the RMA Certification helps advisors solve for client needs 

Advisors almost universally agree that those saving for retirement or living in retirement have a seemingly endless number of similar needs.  

This column was originally published for the Institute's Legislative Intelligence quarterly column.

2020 served as a new Renaissance for learning & development. But like all periods of great expansion, there are opportunists whose efforts degrade the field, rather than improve it. This article is part 1 of three series that addresses best practices if you are developing and delivering credentialed solutions for professionals, and what to watch for if you are seeking professional development.

The Investments & Wealth Institute recently announced that the CIMA^® and CPWA^® Certification Exams can now be taken online through ProctorU, allowing candidates to complete their certification journey from any location where they have internet access and a computer with a webcam. This means that Institute candidates now have two computer-based-testing options to complete the exam portion of their certification: