RMA® Certification Marketing Resources
Take advantage of IWI’s resources—from certification marks to website copy and brochures—to promote your Retirement Management Advisor® designation to your peers, your clients, your firm, and recruiters.
RMA® Certificants Are Exceptional Advisors
Your Retirement Management Advisor® certification gives you nuanced capabilities to serve clients as they navigate wealth accumulation—and fresh strategies to help them thrive throughout retirement.
The Exceptional Advisor program from Investments & Wealth Institute provides the tools and resources you need to communicate your specialized capabilities—and stand out to investors looking for your sophisticated guidance.Explore the Exceptional Advisor Toolkit
The Exceptional Advisor program from Investments & Wealth Institute helps you articulate to clients the advantages you can deliver as a CIMA® certificant.
Enhance Communications: Resources for Exceptional Advisors
Stay in Tune with Evolving Retirement Client Needs
Help Clients Find You—Where They Are
Market Your RMA® Certification with These Resources
Proudly share your Retirement Management Advisor® mark in your signature and social profiles, apply the logo on your website, send an announcement out to your clients, or share a presentation or brochure.
Start Here: The Guidebook
Turn to this collection of editable marketing resources—including letters, website copy, a flyer, a brochure, and more—to promote your RMA® credentials.Download
Professionally designed, at-a-glance explanation of the requirements you’ve met for RMA® certification .Download
FINRA-approved marketing brochure to educate clients about the value of working with an RMA® professional.Download
Complete and submit this form to receive printed copies of the client brochure.Download
Elite members get exceptional benefits on CE
Simplify your access to continuing education and professional development with complimentary or reduced-cost CE-approved courses, conferences and events, and more.join/renew/upgrade membership