Retirement Management Advisor Certification Program

Candidates complete the online course which consists of eight modules, readings, recorded lectures, a progressive case study, quizzes, webcasts, and a community forum.

The online course has been approved for 25 hours of CIMA^®, CIMC^®, CPWA^®, and CFP^® continuing education credits.  

Candidates attend a two-day, in-person, executive education capstone event.

In a private classroom-style experience, 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 education capstone has been approved for 16.5 hours of CIMA^®, CIMC^®, CPWA^®, and is pending CFP^® continuing education approval.

The education capstone will be offered next on:

• Dec. 3–4 at the Ritz-Carlton Amelia Island in Amelia Island, FL

Candidates will be offered the opportunity to take the RMA examination in a proctored setting at the December Capstone and beyond.

Upon completion of Level One and Level Two, a candidate must submit an application and adhere to the Institute's compliance requirements before they can sit for the examination.

The examination comprises 100 multiple-choice questions.