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RMA Education Capstone

Retirement Management Advisor Education Capstone is a two-day, in-person event offered in an executive education format. Presented concurrently with the Institute’s Annual Conference Experience–ACE (May 2018) this Capstone provides a deeper application of knowledge and skills learned in the RMA online course facilitated by leading Ivy League academics, as well as experienced practitioners.

Institute Certification (CIMA®, CIMC®, CPWA®, RMASM).

This program will provide up to 16.5 hours of CE credit. An additional 3 hours of credit can be earned by attending the optional Sunday & Wednesday General Sessions from the Investments & Wealth Annual Conference that occurs during the same time. Attendees must be in the RMA Education Capstone Event all day Monday & Tuesday to receive credit for the RMA course. 

Additional CE can be earned by:

  • Registering for and attending one of the two optional pre-conference workshops*:
    • 5 credit hours | Watching online videos of concurrent session after the conference
    • 8.5 credit hours, including 1 hour of ethics CE | Optional Pre-Conference Workshop #1
    • 2 hours of CFP and Institute ethics CE | Optional Pre-Conference Workshop #2 | CFP Ethics (Institute ethics CE will also be awarded for any attendees that register and pay for the CFP Ethics Pre-Conference Workshop)

*additional fee applies

The Investments & Wealth Institute will upload all CE earned directly to your Institute record within two weeks of the activity. The program is subject to change which may affect the number of hours of CE provided.

CFP® Certification

The Institute is a CFP Board CE Quality Partner. This program will offer up to 18.5 continuing education credits. The Institute will report your attendance at individual conference sessions to the CFP Board on your behalf. Please login to your dashboard to ensure your CFP ID is in our database.

NASBA CPE Credit

The Institute is registered with the National Association of State Boards of Accountancy as a sponsor of CE on the National Registry of CPE Sponsors (ID 106054). State boards of accountancy have final authority about the acceptance of individual courses. Individuals are responsible for submitting any necessary paperwork and/or fees to their state boards. Upon request, the Institute will provide a certificate of attendance after the conference.

Other Certification/Designations

The Institute does not submit programs to state insurance departments and bar associations. Individuals are responsible for submitting any necessary paperwork and/or fees to their state boards. Upon request, the Institute will provide a certificate of attendance after the conference.