The designation has four areas of study: the technical aspects of understanding the law, sales and marketing, practice management, and plan optimization. The last focuses on how to operate a pension plan efficiently.
“As retirement challenges grow in the U.S., the need for leadership, strategy and execution becomes increasingly important,” says Kelly Bean, assistant dean of UCLA Anderson Executive Education. "Together with UCLA Anderson’s unparalleled faculty, The Retirement Advisor University can fulfill that need with energy, focus and an innovative learning solution.”