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.

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Requests to transfer out of the May 2018 RMA Education Capstone must be received in writing. Please send transfer requests to mcorbin@i-w.org. There will be a $200 penalty for transfer, which must be received no later than April 24, 2018. Fees for the Education Capstone, whether bundled or unbundled, apply in full only to Capstones offered in 2018. Fees may be adjusted in 2019, and if you transfer into a 2019 class and the fees have increased, you will be required to pay the difference. No refunds will be granted for nonattendance.