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RMA® Capstone
Cap off your executive education program for the Retirement Management Advisor® designation—and head confidently into your certification exam.
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Complete Your RMA Executive Education Requirements
The RMA Capstone builds on your self-study curriculum content, bringing the critical issues of retirement income planning into focus with an in-depth exploration of the practical issues of retirees or those about to retire.
This on-demand, or two-day in-person, program connects you through an online candidate discussion forum and sessions with top industry practitioners and academic experts. The experience immerses you in the practical application of advanced retirement planning practices, including:
A defined process for helping clients build a resilient retirement income plan
Tools to help clients get and stay on track for retirement
Solutions to key lifestyle issues, tax planning, and Medicare planning
A process for implementing, communicating about, and monitoring the retirement plan
RMA Contributors
Relish the opportunity to learn from some of the most respected names in the retirement business. At our RMA Capstone class, dive into discussions with faculty including experts from premiere academic institutions and top industry practitioners.
"Up until now there hasn't been any formal training available to teach advisors the important differences between planning for accumulation and planning for retirement income. The RMA® program is changing that. They developed a specialized curriculum one studies to become an RMA, or Retirement Management Advisor®. The material is fabulous and offers a tremendous amount of insight into the difference between accumulating assets and 'decumulating' assets."
Dana Anspach, CFP®, RMA®, Kolbe Certified Consultant
Founder, Sensible Money, LLC
Financial Assistance
The RMA® Curriculum
The Value of RMA® Certification
Looking to Enroll in the RMA® Certification Program?
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