RMA Certification: Practical Retirement Income Solutions

Candidates can either attend a two-day, in-person, executive education capstone event or earn their RMA certification completely online with the new RMA Capstone On-Demand.

The capstone takes concepts from Level One, puts them in the context of timely real-world developments affecting the retirement landscape, and helps attendees master the tools to successfully address these issues with clients.

The RMA Capstone On-Demand has been approved for 15.5 hours of CE credit, including 1 hour of ethics and 2 hours of taxes, for CIMA^®, CPWA^®, and RMA^®  certifications, and 14.5 hours of CFP^® certification CE. 

CE for in-person Capstone classes is typically 15 hours of CE credit for CIMA^®, CPWA^®, and RMA^® certifications, and CFP^® certification CE, pending approval.

Three RMA Capstone options are currently available:

• RMA Capstone On-Demand
• December 7–8, 2020 in Hollywood, FL
• April 25-28, 2021 in Seattle, WA

Candidates have two options for taking the exam: on-site at a Capstone event or with an online proctor. 

The in-person exam at Capstone events is a paper and pen exam. The online proctored exam can be taken from any stable Internet connection that offers a webcam and microphone, through which the online proctor can observe the test-taker throughout the exam. Typically, we recommend that you test from home to avoid challenges related to corporate firewalls. Online proctors are available 24/7, for your convenience, and if you schedule with at least 72 hours notice, there's no additional charge.

The examination comprises 100 multiple-choice questions and you have three hours in which to complete it.

Most recent pass rate: 76%
Two-year average pass rate: 77%