RMA® Certification Application Process

What you will learn, where you can earn your certification, cost, program format and how to apply.



RMA® Certification Application Process

Retirement Management Advisor Online Course offered online, this course provides a comprehensive, unified text of RMA® readings, recorded lectures, video insight from industry leaders, and much more. Candidates complete the online course which consists of eight modules, readings, recorded lectures, a progressive case study, quizzes, and webcasts.


Retirement Management Advisor Education Capstone is a two-day, in-person event offered in an executive education format. 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.

The capstone takes concepts from Step 1, 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.

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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.

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.


You're  just a few steps away from earning your RMA® certification

If you would like a more structured schedule to earn your RMA® certification, we have several class options to choose from in 2022. Simply select the schedule that best works for you and email rma@i-w.org for more information. The scheduled class options include the following: a kick-off call, check-in emails, live webcast check-in, open office times.


Registered Education Provider

Investments & Wealth Institute





Live, Scheduled, In-Person





Cost Includes

Online course, printed text book, and first examination attempt. Up to 40 hours of CE credit toward CIMA®, CPWA®, RMA® certifications.

Online course, printed text book, and first examination attempt. Up to 40 hours of CE credit toward CIMA®, CPWA®, RMA® certifications.


Live, Scheduled, In-Person



~3.5 months


Upcoming Classes

Class 1: Feb 14 - April 22, 2022
Class 2: Jun 14 - August 19, 2022
Class 3: Sep 13 - Nov. 25, 2022


Capstone Class 1: In-person at ACE Academy, May 16-17, 2022
Class 2: Live, virtual, Sep 7-8 & Sep 14-15, 2022
Take the On-Demand capstone at any time
Location See Capstone Event page for details Online
Test Prep Included Included
Exam Take the exam, live at the Capstone listed above Schedule the exam on your own schedule
More Information Capstone Live, In-Person Capstone On-Demand

Application and Additional Fees


Certification Exam Fee is Included

Exam Retake Fees:
$195 member

RMA Additional Fees - graduation cap