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

Act Ethically

Integrate ethical principles throughout your marketing communications.

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Demonstrate Advanced Knowledge

Go beyond basic expectations to communicate a distinct advantage to your clients.

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Provide Meaningful Guidance

Discover materials that you can use to educate your clients about topics they truly care about.

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Understand What Clients Need

Dive into authoritative research on client attitudes, challenges, and expectations.

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Stay in Tune with Evolving Retirement Client Needs

Applied Behavioral Finance

Learn to address the behaviors behind common financial decisions that trip up investors.

20 CE Credits

ETF Best Practices

A factor-based approach to improve portfolio outcomes, enhance diversification, and help manage risk.

4 CE Credits

Decision Economics

Use a behaviorally informed framework to separate emotion from the investment process.

1 CE Credit

Help Clients Find You—Where They Are

Maintain your profile on Investmenthelp.org

Improve your visibility to clients searching for Exceptional Advisors like you through our online consumer search tool.

Get your digital badge

IWI partners with Accredible to provide a one-click solution to add your credentials to your email signature and social profiles.

Leverage your certification marks

Learn how to properly display your licensed certification marks in business communications, marketing materials, websites, and more.

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

RMA Flyer

Professionally designed, at-a-glance explanation of the requirements you’ve met for RMA® certification .

Download

Client Brochure

FINRA-approved marketing brochure to educate clients about the value of working with an RMA® professional.

Download

Order Brochures

Complete and submit this form to receive printed copies of the client brochure.

Download

Presentation Deck

Microsoft PowerPoint slides to help you walk a client through what RMA® certification entails.

Download

SEC Supplemental Support Language - ADV

SEC-compliant language to describe your RMA® certification.

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

Continuing Education: Keep Your Knowledge and Skills Fresh

Conferences and Events

Explore premier learning and networking experiences.

Team Development

Ask about group classes and customized learning for your firm.

Webinars

Stay competitive by tapping into timely topics that matter to your clients.

Need Help?

Visit our FAQs or reach out to your support teams.

FAQ

Browse common questions from your RMA®-certified peers.

Certification FAQMembership FAQ

Membership Support

Contact our dedicated membership team.

Certification Support

Certification and marketing insights from IWI experts.