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.

Dana Anspach

Founder and Chief Executive Officer

Sensible Money, LLC

David Blanchett

Managing Director and Head of Retirement Research

PGIM DC Solutions

Carol Bogosian


CAB Consulting

Sharon Carson

Executive Director, Retirement Strategist

J.P. Morgan Asset Management Retirement Insights Strategy

Kurt Czarnowski


Czarnowski Consulting

Tony Davidow

Senior Alternatives Investment Strategist, Franklin Templeton Institute

Kelli Faust

Corporate Vice President and Actuary

New York Life

Carroll S. Golden

President and Executive Director

C. Golden Consulting, LLC and NAIFA Limited and Extended Care Planning Center

Chris Heye

CEO, Founder

Whealthcare Solutions, Inc. and Whealthcare Planning, LLC

Mike Kurz

Director of Programs

Investments & Wealth Institute

Bob Mauterstock



CJ Miller

Partner & Financial Planner

Sensible Money

John Nersesian

Head of Advisor Education

U.S. Global Wealth Management, PIMCO

Sarah Newcomb


THRIVE Financial Empowerment Center

Robert Powell III


Retirement Management Journal

Anna Rappaport


Anna Rappaport Consulting

Dr. Katy Votava

President and Founder

President and Founder

Keith Whitcomb

Financial Advisor

RMA Contributor

Roger Whitney


Rock Retirement Club

"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

Overcome barriers and access the advantages of advanced retirement planning certification.

Learn About Scholarships

The RMA® Curriculum

Dive deeply into client diagnostics, retirement lifecycle planning, and risk management—and create actionable Retirement Policy Statements.

Preview the RMA Curriculum

The Value of RMA® Certification

Learn how an RMA® certification helps you drive better outcomes for clients well into retirement.

Why RMA®

Looking to Enroll in the RMA® Certification Program?

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