Earn Your RMA Certification Online with IWI's Capstone Program

Posted by Allison Edmondson, Director of Communications

May 1, 2020 3:00:00 PM

Denver, CO — May 01, 2020During this unprecedented time, Investments & Wealth Institute now is pleased to announce the availability of a new, online  RMA® Capstone On-Demand program. Advisors can now complete the program entirely online and start adding value to clients now, particularly important in this time of market disruption. With the addition of RMA Capstone On-Demand, advisors now have three Capstone choices to complete the executive education portion of the RMA certification program, including two in-person Capstone programs and now the RMA Capstone On-Demand.

The Retirement Management Advisor® (RMA®) program is an advanced certificate program and pathway to certification that focuses on building custom retirement income plans to mitigate clients' risks and to master the retirement planning advisory process, all within an increasingly regulatory environment. The RMA program is unique because it is focused on outcomes, not expectations. The RMA certification provides advisors with practical tools, techniques, and methodologies.

Learners may elect to complete just the online course and receive a certificate of completion or advance through the new online capstone course and the final online proctored exam to receive the RMA certification. To complete the RMA certification takes six to nine months.

With the knowledge and experience gained through achieving the RMA certification, advisors will be well positioned to increase client satisfaction, grow assets and increase referrals by being able to go beyond the conventional wisdom to embrace a new and more complete process. Through the RMA certification process, advisors will:

  • Learn a multidisciplinary approach to retirement planning

  • Better understand the client's retirement mindset

  • Explore strategies for custom risk assessment and unbiased solutions

  • Discover practical tools and techniques to use in your practice

  • Provide professional guidelines and standards SM®

The RMA program is taught by leading experts including, Dana Anspach, CFP®, RMA, founder and CEO, Sensible Money, LLC; Devin Ekberg, CFA®, CIMA®, CPWA®; Francois Gadenne, CFA®, RMA®, founder of the Curve Triangle Rectangle Institute; Michael Guillemette, Ph.D, CFP®; Michael E. Kitces, MSFS, MTAX, CFP®, CLU®, ChFC®, RHU, REBC, CASL, CWPPTM; Arun Muralidhar, Ph.D., co-founder, Mcube Investment Technologies LLC; John A. Nersesian, CIMA®, CPWA®, CIS, CFP®; and Robert Powell, CFP®, who is a longtime financial journalist and a regular contributor to TheStreet.com, USA Today, The Wall Street Journal, and MarketWatch. He serves as editor of TheStreet’s Retirement Daily and as editor of the Retirement Management Journal.

Financial services professionals with three years relevant experience or acceptable designations (CIMA®, CPWA®, CFP®, CFA®, ChFC, RIPC) and adhering to the Institute Code of Professional Responsibility are eligible to register for the certification program.

Investments & Wealth Institute wants to help eligible individuals who are passionate about growing their career through advanced education. The Institute’s new Scholarship Fund will offset costs for qualified candidates for the Certified Investment Management Analyst® (CIMA®), Certified Private Wealth Advisor® (CPWA®) and Retirement Management Advisor® (RMA®) designations. In response to the recent changes in the economy the Institute has doubled the amount of financial aid offered through our scholarship fund over the next several months, and the Advisors in Transition scholarship will be offered to advisors who have been laid off or who can demonstrate financial hardship.

More information on the scholarship program and eligibility requirements

More information on the RMA designation.


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