RMA Education Capstone

The RMA Education Capstone is one step in the RMA certification process. The Pathway to Certification includes all three Levels of the RMA Program and offers members a savings of $845 over buying the same components separately. You can register just for the Capstone here or see the information below to link to the Pathway to Certification.

Institute Member


Join & Learn




Register Today

Pathway to Certification

Includes all three Levels: online course, printed version of the textbook included, education capstone, and exam (first attempt) to earn your RMA certification. Offers members a savings of $845 over buying the same components separately.
The components of the program are as follows:
•             RMA Level I:  Retirement Management Advisor Online Course offered online, on-demand, this course provides a comprehensive, unified text of RMA readings, recorded lectures, video insight from industry leaders, and much more.
•             RMA Level II:  Retirement Management Advisor Education Capstone is a two-day, in-person event offered in an executive education format. Presented twice annually, 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. Please note that tuition for the two-day, in-person capstone does not include flights, accommodations or adjoining conference fees.
•             RMA Level III:  Retirement Management Advisor Exam can be completed after successful completion of the Retirement Advisor Online Course and the Retirement Management Advisor Education Capstone. The examination will be offered in a proctored setting beginning with the December 2018 Capstone and beyond.

Requests to cancel or transfer a conference registration 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 29, 2019. Fees for the Education Capstone, whether bundled or unbundled, apply in full only to Capstones offered in 2019. Fees may be adjusted in 2020, and if you transfer into a 2020 class and the fees have increased, you will be required to pay the difference. No refunds will be granted for nonattendance.