Get detailed study considerations, important instructions, and resources to help ensure you are prepared for the Retirement Management Advisor® (RMA®) examination after you complete your capstone.
The Retirement Management Advisor® (RMA®) curriculum tests your ability to use a systematic process to dive deeply into client diagnostics, retirement lifecycle planning, and risk management—and create actionable Retirement Policy Statements.
As with all the certifications from Investments & Wealth Institute, the RMA® curriculum requires rigor and dedication. But it’s also the certification that can be completed in the shortest amount of time: roughly four months.
You must complete the RMA® Capstone before sitting for the exam.
The capstone and exam are offered either online or at in-person Institute-hosted events. For in-person programs, the exam is offered at the end of the 2-day event.
The initial exam fee is included in your program application fee. Retake and rescheduling fees are $225 for Institute members and $325 for nonmembers.
Detailed study considerations, important instructions, and resources to help ensure you are prepared for the RMA® examination after you complete your capstone.
The RMA® certification exam is proctored. You can take it online after you have completed your coursework and capstone.
The questions on the RMA® exam are multiple choice—a format that enables broad representation of certification information while testing your knowledge and skills at various levels.
Recall questions test your ability to recognize and remember specific facts, generalizations, theories, and principles.
Application questions draw on your ability to use what you know in different situations.
Analysis questions tap into your ability to synthesize what you know and come up with effective solutions, make judgements, or recommend a course of action.
Have a complaint or concern about Investments & Wealth Institute certification policy, practice, or decisions?
Send your complaint in writing—by email, mail, or fax—to the Institute.
Your complaint will be reviewed by an Investments & Wealth Institute management team including its Chief Executive Officer. After review, complaints are forwarded to the appropriate team:
Requests to change certification policies go to the volunteer body that has governing authority over the policy in question.
Complaints about all other certification activities go to the certification department management team.
Complaints unrelated to certification activities go to the Senior Director of Administration and Chief Executive Officer for review and resolution.
All decisions are final and not subject to appeal.
