Expertise that will get you noticed 
To achieve the highest level of success in providing retirement income solutions to clients, advisors must go beyond today’s conventional wisdom to embrace a new and much more complete process. The Retirement Management Advisor® (RMA®) certification program is an advanced certificate program that focuses on building custom retirement income plans to mitigate clients' risks and to master the retirement planning advisory process, all within an increasingly regulatory environment.
Focused on outcomes, not expectations, the RMA® certification provides advisors with practical tools, techniques, and methodologies to accelerate outcomes. The result is a set of knowledge and turnkey skills that set you apart and provide you with the expertise you need to become your firm’s go-to expert. Strategies and techniques that help you win new clients, navigate your clients’ needs, and help them thrive throughout the entire retirement lifecycle.
Strategies and techniques that break through glass ceilings
Consider the transformational impact that the Institute’s Retirement Management Advisor® certification program can have on your career trajectory. It’s no surprise that firms look for advisors who bring something new to the table. Recruiters today, look for individuals who bring advanced credentials to their firm; specialized skillsets and laser-focused knowledge and strategies that go beyond those who are Certified Financial Planners®.
In as little as 1-3 months, you can gain the skills & strategies you need to navigate the complex world of planning for and thriving inside of retirement. Our executive educational program was designed to help you differentiate yourself. When it comes to retirement planning, firms look for leaders who know how to apply risk mitigation techniques and can dive deep into household cash flows, balance sheets and identify use probability-based and safety-first strategies.
Individuals who thrive, hold a level of knowledge that their peers, and teams don’t have today. They’ll be the ones who come to the table with a fresh set of ideas, new strategies that they can implement immediately and have an Ivy-league quality network they can tap into. That’s where we come in.