RMA Sample News Release Template

Note: This is a sample news release to announce you earned the RMA® certification. It can be customized by replacing the <bracketed> areas with your personal information.

(Place on Corporate/Personal Letterhead)

<Name> Earns Advanced Retirement Management Certification—Retirement Management Advisor®

FOR RELEASE: <Month Day, Year>

CONTACT:
<Name> <Title/Organization> <Phone>

<E-mail>

(First Paragraph ...if employed by a company)—<City, State>—<Month Day, Year>—<Name>, RMA®, <your position> at <your company’s name> in <City, State>, recently earned the Retirement Management Advisor® certification. RMA certification 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. <Mr./Ms.> <Last name> has worked at <your company’s name> since <year you started> and is responsible for <briefly describe your work responsibilities>.
.
(First Paragraph ...if self-employed)—<City, State>—<Month Day, Year>—<Name>, RMA®, <your position> at <your company’s name> in <City, State>, recently earned the Retirement Management Advisor® certification. RMA certification 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. <Mr./Ms.> <Last name> specializes in <briefly describe your work responsibilities and expertise>.

To earn certification, RMA professionals must successfully complete coursework in retirement management strategies, and pass a comprehensive examination covering 8 core topics, including client planning process, assessing retirement risks, retirement allocation, and more. To maintain certification, RMA professionals must meet ongoing continuing education requirements and adhere to the Institute’s Code of Professional Responsibility. Investment & Wealth Institute (Institute) awards RMA certification. Visit www.investmentsandwealth.org for more information.

The Investments & Wealth Institute is a professional association, advanced education provider, and standards body for financial advisors, investment consultants, and wealth managers who embrace excellence and ethics. Through our events, continuing education courses, and acclaimed certifications—Certified Investment Management Analyst® (CIMA®), Certified Private Wealth Advisor® (CPWA®) and Retirement Management Advisor®(RMA®)—we deliver rigorous, highly practical education.

INVESTMENTS & WEALTH INSTITUTE® is a registered mark of Investment Management Consultants Association Inc. doing business as Investments & Wealth Institute. CIMA®, CERTIFIED INVESTMENT MANAGEMENT ANALYST®, CIMC®, CPWA®, and CERTIFIED PRIVATE WEALTH ADVISOR® are registered certification marks of Investment Management Consultants Association Inc. doing business as Investments & Wealth Institute. RMA®and RETIREMENT MANAGEMENT ADVISOR®are marks owned by Investment Management Consultants Association Inc. doing business as Investments & Wealth Institute.