RMA® 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  3 steps away from earning your RMA® certification

If you would like a more structured schedule to earn your RMA certification, we have four class options to choose from in 2021. 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






Step 1
RMA® Online Course

Step 2
RMA® Capstone 

Step 3

Executive Education Cost


Cost Includes

Online course, printed textbook, education capstone, and first examination attempt. 
Up to 40 hours of CE credit toward CIMA®, CPWA®, and CFP® certifications.



In-person at RMA® Capstone or

In-person at RMA® Capstone or


25 hours of self-study

2 days in-person
15.5 hours of self-study

3 hours to complete exam



In-person at RMA® Capstone or

In-person at RMA® Capstone or

Application and Additional Fees


Certification Exam Fee is Included

Exam Retake Fees:
$195 member

RMA Additional Fees - graduation cap