Tag Archives: Brokers

Retirement Management Analyst ONLINE Program

 

Salem State University
Retirement Management Analyst ONLINE PROGRAM

Fall Program Schedule

September 11 – November 19, 2017

If the gaps in your retirement advisory process or institutional practices put you and your clients at risk, RIIA® provides members with the market’s best performing asset: Validated Knowledge.

RIIA gives you access to 12years of client-focused experience with researchers and peers who belong to a thousand-strong network of clients, advisors, vendors, distributors and manufacturers.

Together, we are building the most objective, rigorous, comprehensive and tool-enabled body of knowledge for retirement income planning in the Fiduciary Age. If you have three or more years of experience as a financial advisor, earning the Retirement Management Analyst (RMA®) credential will demonstrate to your clients and business partners that you have mastered the retirement planning advisory process.

Click here to see if you meet the experience, education and ethics requirements in order to qualify as an RMA Candidate

Demonstrate to your clients that your retirement training makes you uniquely qualified to earn their business, to solve their retirement problems and justifies your associated fees:

  • The most objective, defensible process that “minds the gaps” in the traditional planning processes
  • Reliable content based on rigorous academic, practitioner and client peer-review
  • The only course of study that maps a complete view of the retirement territory
  • Exclusive tools to create comprehensive, client-specific outcomes
  • Proven value for business growth based on 10 years of client-centric experience

RMA® Class Program fee $1,995.00 

NOTE: The RMA exam may be taken immediately on completion of the program, or may be taken within four weeks of completion of the online RMA program. You need to apply as a candidate for the RMA Examination before you can register for the exam.

NOTE:  The Retirement Management  Online Program is an 9-week program (with one week for on-boarding), beginning on Monday, September 11 and ending on November 19, 2016.  The RMA exam may be taken immediately on completion of the program, or may be taken within four weeks of completion of the online RMA program.

Once you are registered, you will receive login information by email before the class begins.

Register For The RMA ONLINE PROGRAM

 

 

 

CANCELLED – Human Resources Bootcamp

Next Class, October 5 & 6, 2017

This is a great introduction to the fundamentals of employment law and the different areas of law that human resource professionals must understand for their day-to-day practices. Best practices and key written policies will also be reviewed. All attendees will receive additional information and resources.

Refreshments, lunch and all materials are included in the cost of the course.

NOTE: A parking permit will be emailed to all registered/paid participant shortly before the class date.

REFUND POLICY: 100% refund before the first class meeting. 50% before the second class meeting. No refunds after the second class meeting. In the case of a Salem State Online class, 100% refund before the scheduled start date. No refunds once the Salem State Online class begins. For all other online classes (Gatlin, Ed2go, or MindEdge, no refunds of any kind will be issued). Please call Andrea Swirka at 978-542-6302 for more information.

 

(Rescheduled to June 30) Business Management Skills Certificate Program (4 Sessions)

NEW Session begins May 5, 2017

Salem State University Certificate Program

Business Management Skills

Fridays, May 5,  May 19, June 2 , and June 16, 2017

This certificate program consists of four modules that will give you the concepts and principles you need to hone your business knowledge and help you implement effective practices in the business world.  This program will provide valuable skills to transition employees into new management positions, and help them build a foundation for success. Managers and supervisors, who would like a basic skills refresher, will also benefit from this program. Modules may be taken individually, for those not seeking a certificate. See website for individual course registrations.

  • Fundamentals of Leadership for First-time Supervisors and Managers (full-day)
  • Managing Conflict (full day)
  • Time Management (half-day, morning or afternoon)
  • Organizational Communication Skills for Leaders

FUNDAMENTALS OF LEADERSHIP FOR FIRST-TIME SUPERVISORS AND MANAGERS (FULL-DAY)
In this one-day program, you will learn critical leadership skills so that you are able to step forward with confidence as a leader in your organization. You will develop practical, necessary skills such as managing your time well, communicating effectively, and delegating work to others. You will also learn what great leaders know: how to hire the right people, how to facilitate productive meetings and handle conflicts among team members, and how to coach people to give their best job performance. This program is intended for the employee transitioning to a leadership or supervisory role, as well as senior managers and supervisors who seek advanced training in organizational leadership.
Friday, May 5, 2017               10:00 am – 4:30 PM

MANAGING CONFLICT
This course will assist you in understanding and implementing strategies that will help to manage conflict effectively. On successful completion of this course, students will be able to: develop skills to assess a conflict situation and monitor their reaction to the conflict; utilize effective communication techniques to manage conflict in a proactive manner, and resolve conflict through identifying its source, and determining and implementing the best solution.
Friday, May 19, 2017             10:00 am – 4:30 PM

ORGANIZATIONAL COMMUNICATION SKILLS FOR LEADERS
This program was designed to familiarize you with the art of communicating.  You will earn to understand the importance of interpersonal skills in becoming a leader, be able to convey believability by keeping verbal, vocal, and visual communications consistent, practice the nine behavioral skills of interpersonal communication, and change your habits to improve interpersonal effectiveness.  This program is valuable whether you are currently in a leadership role, or hope to be a leader in the future.
Friday, June 2, 2017       10:00 am – 4:30 PM

TIME MANAGEMENT (HALF-DAY, CHOOSE AM OR PM SESSION)
Time is a form of currency, and TIME IS MONEY!  In this half-day session (am or pm session) you will acquire day-to-day time-management tools that will help you more effectively use your time so you can direct your energy towards fulfilling your short and long-term professional and personal goals.  By identifying improved time management and organizational skills, you, too, can use your time and energy effectively, focusing your efforts on the activities that will help you reach your goals. BONUS:  you will create and action plan for your time-management process and identify ways to evaluate and improve your efforts.
Morning Session:
Friday, june 16, 2017  9:00 am – 12:00 pm
or
Afternoon Session:
Friday, June 16, 2017  1:00 pm – 4:00 pm

REGISTER NOW!

 

Class is FULL – Organizational Communication Skills for Leaders

ORGANIZATIONAL COMMUNICATION SKILLS FOR LEADERS

Next Class June 2, 2017 – Click to Register

This program was designed to familiarize you with the art of communicating.  You will earn to understand the importance of interpersonal skills in becoming a leader, be able to convey believability by keeping verbal, vocal, and visual communications consistent, practice the nine behavioral skills of interpersonal communication, and change your habits to improve interpersonal effectiveness.  This program is valuable whether you are currently in a leadership role, or hope to be a leader in the future.
Instructor: James Hannon, The Training Associates
Location: The Enterprise Center at Salem State Universit

 

grant writing

Writing to Win Grants (ONLINE)

Designed for the nonprofit or education professional, associate or staff member who wishes to gain skills related to strong grantsmanship,  this course takes participants from the beginning of the grants process including reviewing your own organization for its grant-readiness, through to follow up of a submitted grant request.

Participants may come with a specific project in mind or develop a sample during the course.

Course objectives include:

  • Evaluating your organization for grant readiness
  • Researching prospective funders: foundations, corporations, federal and state prospects
  • Understanding the different funding sources, their requirements, motivations and review processes
  • Reviewing Grant Guidelines, RFPs and RFQs
  • Determining appropriate outcome measures; documenting and tracking them
  • Developing a proposal template; components of proposal
  • Using support materials to support your proposal – data, prior history, other funding
  • Complete proposal review before submission
  • Pre- and post-submission contact with potential funders
  • What to do if the answer is yes! What to do if it is no.
  • Refining your approach based upon funder feedback.

NOTE: This is an online program. Once you are registered, you will be receive login information by email.

REGISTER NOW!

REFUND POLICY:  100% refund before the first class meeting.  50% before the second class meeting.  No refunds after the second class meeting.  In the case of a Salem State Online class, 100% refund before the scheduled start date.  No refunds once the Salem State Online class begins.  For all other online classes (Gatline, Ed2go, or MindEdge, no refunds of any kind will be issued). Please call Andrea Swirka at 978-542-6302 for more information.

 

Managing Conflict (Full Day)

MANAGING CONFLICT

This course will assist you in understanding and implementing strategies that will help to manage conflict effectively. On successful completion of this course, students will be able to: develop skills to assess a conflict situation and monitor their reaction to the conflict; utilize effective communication techniques to manage conflict in a proactive manner, and resolve conflict through identifying its source, and determining and implementing the best solution.
Instructor: James Hannon, The Training Associates
Location: The Enterprise Center at Salem State University

REGISTER NOW!

Business Management Skills Certificate Program (4 Sessions)

NEW!

Salem State University Certificate Program

Business Management Skills

Fridays, March 10,  March 24, April 28, and May 5, 2017

This certificate program consists of four modules that will give you the concepts and principles you need to hone your business knowledge and help you implement effective practices in the business world.  This program will provide valuable skills to transition employees into new management positions, and help them build a foundation for success. Managers and supervisors, who would like a basic skills refresher, will also benefit from this program. Modules may be taken individually, for those not seeking a certificate. See website for individual course registrations.

  • Fundamentals of Leadership for First-time Supervisors and Managers (full-day)
  • Managing Conflict (full day)
  • Time Management (half-day, morning or afternoon)
  • Organizational Communication Skills for Leaders

FUNDAMENTALS OF LEADERSHIP FOR FIRST-TIME SUPERVISORS AND MANAGERS (FULL-DAY)
In this one-day program, you will learn critical leadership skills so that you are able to step forward with confidence as a leader in your organization. You will develop practical, necessary skills such as managing your time well, communicating effectively, and delegating work to others. You will also learn what great leaders know: how to hire the right people, how to facilitate productive meetings and handle conflicts among team members, and how to coach people to give their best job performance. This program is intended for the employee transitioning to a leadership or supervisory role, as well as senior managers and supervisors who seek advanced training in organizational leadership.
Friday, May 5, 2017               10:00 am – 4:30 PM

MANAGING CONFLICT
This course will assist you in understanding and implementing strategies that will help to manage conflict effectively. On successful completion of this course, students will be able to: develop skills to assess a conflict situation and monitor their reaction to the conflict; utilize effective communication techniques to manage conflict in a proactive manner, and resolve conflict through identifying its source, and determining and implementing the best solution.
Friday, March 24, 2017             10:00 am – 4:30 PM

TIME MANAGEMENT (HALF-DAY, CHOOSE AM OR PM SESSION)
Time is a form of currency, and TIME IS MONEY!  In this half-day session (am or pm session) you will acquire day-to-day time-management tools that will help you more effectively use your time so you can direct your energy towards fulfilling your short and long-term professional and personal goals.  By identifying improved time management and organizational skills, you, too, can use your time and energy effectively, focusing your efforts on the activities that will help you reach your goals. BONUS:  you will create and action plan for your time-management process and identify ways to evaluate and improve your efforts.
Morning Session:
Friday, March 10, 2017  9:00 am – 12:00 pm
or
Afternoon Session:
Friday, March 10, 2017  1:00 pm – 4:00 pm

ORGANIZATIONAL COMMUNICATION SKILLS FOR LEADERS
This program was designed to familiarize you with the art of communicating.  You will earn to understand the importance of interpersonal skills in becoming a leader, be able to convey believability by keeping verbal, vocal, and visual communications consistent, practice the nine behavioral skills of interpersonal communication, and change your habits to improve interpersonal effectiveness.  This program is valuable whether you are currently in a leadership role, or hope to be a leader in the future.
Friday, April 28, 2017       10:00 am – 4:30 PM

REGISTER NOW!

 

Time Management (Half-Day, Choose Morning or Afternoon Session)

TIME MANAGEMENT (HALF-DAY, CHOOSE AM OR PM SESSION)

Time is a form of currency, and TIME IS MONEY!  In this half-day session (am or pm session) you will acquire day-to-day time-management tools that will help you more effectively use your time so you can direct your energy towards fulfilling your short and long-term professional and personal goals.  By identifying improved time management and organizational skills, you, too, can use your time and energy effectively, focusing your efforts on the activities that will help you reach your goals. BONUS:  you will create and action plan for your time-management process and identify ways to evaluate and improve your efforts.
Morning Session:
Friday, March 10, 2017  9:00 am – 12:00 pm
or
Afternoon Session:
Friday, March 10, 2017  1:00 pm – 4:00 pm

Instructor: James Hannon, The Training Associates
Location: The Enterprise Center at Salem State University

REGISTER NOW!

Class is FULL – Fundamentals of Leadership for First-time Supervisors and Managers (Full Day)

Class is FULL – FUNDAMENTALS OF LEADERSHIP FOR FIRST-TIME SUPERVISORS AND MANAGERS (FULL-DAY) Next Class May 5, 2017
In this one-day program, you will learn critical leadership skills so that you are able to step forward with confidence as a leader in your organization. You will develop practical, necessary skills such as managing your time well, communicating effectively, and delegating work to others. You will also learn what great leaders know: how to hire the right people, how to facilitate productive meetings and handle conflicts among team members, and how to coach people to give their best job performance. This program is intended for the employee transitioning to a leadership or supervisory role, as well as senior managers and supervisors who seek advanced training in organizational leadership.
Instructor: James Hannon, The Training Associates
Location: The Enterprise Center at Salem State University

Next Class May 5, 2017

grant writing

Writing to Win Grants (ONLINE)

Designed for the nonprofit or education professional, associate or staff member who wishes to gain skills related to strong grantsmanship,  this course takes participants from the beginning of the grants process including reviewing your own organization for its grant-readiness, through to follow up of a submitted grant request.

Participants may come with a specific project in mind or develop a sample during the course.

Course objectives include:

  • Evaluating your organization for grant readiness
  • Researching prospective funders: foundations, corporations, federal and state prospects
  • Understanding the different funding sources, their requirements, motivations and review processes
  • Reviewing Grant Guidelines, RFPs and RFQs
  • Determining appropriate outcome measures; documenting and tracking them
  • Developing a proposal template; components of proposal
  • Using support materials to support your proposal – data, prior history, other funding
  • Complete proposal review before submission
  • Pre- and post-submission contact with potential funders
  • What to do if the answer is yes! What to do if it is no.
  • Refining your approach based upon funder feedback.

NOTE: This is an online program. Once you are registered, you will be receive login information by email.

REGISTER NOW!