<Name> Earns Prestigious Retirement Management Advisor® Certification
(First Paragraph… if employed by a company)
̶ <City, State> ̶ <Month Day, Year> ̶ <Name>, RMA®
, <your position> at <your company’s name> in <City, State>, recently obtained the Retirement Management Advisor®
certification. Only an elite few advisors hold the prestigious, advanced RMA certification, which is delivered by the Investments & Wealth Institute®
. The RMA program is an advanced certification for advisors who want to mitigate clients' risks and master the retirement planning advisory process, all within an increasingly fiduciary environment.
To be certified, <Name>, RMA®
completed the three levels of the certification process, including passing an extensive examination. Furthermore, <Name>, RMA®
has adhered to the Institute’s Code of Professional Responsibility
and will need to meet ongoing competency and ethics requirements in order to continue to use the certification.
Many of the industry’s retirement credentials teach advisors how to apply specific retirement income product solutions. The RMA program is focused on the client’s situation and objectives, and offers a product-neutral approach, providing advisors with practical tools, techniques, and methodologies. For example, one component of the education requires that RMA advisors know how to apply a “Procedural Prudence Map” systematically to client situations, ensuring that all recommendations in the retirement planning engagement tie back to client needs and objectives.
“Today’s client expects higher standards of education and ethics from their advisor,” said Sean R. Walters, CAE, chief executive officer of the Investments & Wealth Institute. “Successful advisors meet these client expectations when they complete an advanced program offering a combination of academic rigor, practical education and high ethical standards.”
About the Investments & Wealth Institute:
Founded in 1985, the Investments & Wealth Institute is a non-profit professional association, advanced education provider, and standards body for financial advisors, investment consultants, financial planners and wealth managers who embrace excellence and ethics. Through continuing education programs and acclaimed certifications offered in collaboration with The Wharton School, Chicago Booth School of Business, and the Yale School of Management, advance the competency and professionalism of advice delivered to the public.