Introducing the RMA® Program with Chicago Booth

The Investments & Wealth Institute is proud to partner with the Chicago Booth Executive Education Team to deliver the RMA® certification education program.

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Have questions about the new RMA® Program?

We’re here to help.

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Give us a Call

Speak to Certifications Program Manager, Stephanie Confer.

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Email Us

Email our Program Contacts; Stephanie Confer, Heidi Arsenault, and Mike Kurz

What to Expect from the New RMA® Program with Chicago Booth

  • Expanded Content and Refreshed Curriculum

  • Self-Study Modules and On-Demand Instruction

  • Live Online Open Office Sessions

  • New Tools and Resources

  • Curriculum Reviews and Exam Prep

  • Live in-person Special Capstone at Chicago Booth in Fall 2024

  • Onsite RMA® Certification Exam

Program Outline

1

Guided Self Study

RMA Self-Study Modules

  • On-Demand Readings

  • Recorded Lectures

  • Quizzes and Activities

  • Worksheets and Tools

  • Financial Calculator

  • Case Studies

Preview the RMA® Curriculum
2

RMA Education Capstone Experience

On-Demand Supporting Video Presentations:

  • 16-plus hours of online Expert Instruction

  • Concept Application and Analysis

  • Case Study

  • Curriculum Review Sessions

Live Capstone:

  • Capstone at Chicago Booth Fall 2024

3

RMA® Certification Exam

Final Step of Your Program

  • In-Person Proctored Exam at Chicago Booth

  • 115 multiple-choice questions

  • 3 hours for exam

  • Finish Line!

Impactful Self-Study Resources from The Investments & Wealth Academy

Candidates receive access to meaningful certification resources in the Investments & Wealth Academy; including Self-Study Modules, On-Demand Curriculum, Videos and Certification Exam Preparation.

Login to the Investments & Wealth Academy

2024 Chicago Booth Program Schedule

Milestone Date

Registration Open

January - April 2024

Registration Deadline

April 1, 2024

Orientation Webinar

April 30, 2024

RMA Online Self-Study Modules Availability

May - September 2024

Live In-Person Education

October 9 - 10, 2024

Day 1 - Full Day of Education

Day 2 - Half Day of Education

In-Person RMA Certification Exam

Afternoon of Day 2 includes 3-hour exam

Program Pricing

$3,495 | Full Program Tuition


*Hotel and Transportation not included

**Optional Printed Binders Available: Approximately $195 plus shipping

Reserve Your Spot

Apply Now

"The RMA certification program is very relevant to where the business is heading. Retirement outcomes and income segmentation will be critical to the success of financial advisors moving forward."

Ryan Bettencourt, RMA®
Franklin Templeton

Resources to Support Your RMA® Certification Journey

BROCHURE

Make your case to peers and employers.

CANDIDATE HANDBOOK

All-in-one reference to the RMA certification program.

RMA® EXAM & CURRICULUM OVERVIEW

At-a-glance coursework outline and what to expect at exam time.

SCHOLARSHIPS

Learn about financial assistance for RMA candidates from underrepresented communities.

Still Have Questions?

Reach out to our Program Contacts and get the answers you need.

Stephanie Confer

Certifications Program Manager

Investments & Wealth Institute

sconfer@i-w.org

303-850-3072

Heidi Arsenault

Certifications Program Manager

Investments & Wealth Institute

harsenault@i-w.org

303-850-3203

Mike Kurz, CIMA®, CPWA®, RMA®, CAIA, CFP®

Director of Programs

Investments & Wealth Institute

mkurz@i-w.org

303-850-3078