First, choose your class
Course study begins online and includes weekly live webinars with RMA faculty and culminates with an in-person or live-online Capstone event.
Learn more about the Chicago Booth RMA® Program
RMA® Certification Requirements
Learn about the process of Retirement Management Advisor® (RMA®) certification, including course study, capstone completion, and costs.
Apply NowThe RMA® Certification Process
Getting started is simple.
Compare Education Providers
University of Chicago Booth School of Business | |
|---|---|
Executive Education Cost | US $3,995 |
Education Program Format | Online self-study followed by 2 day in-person Capstone |
Program Format/Location | Capstone event in Chicago, IL |
Time Frame | ~3 months |
What Program Costs Includes | Application Fee & Background Check |
| Provider Class Schedules | |
Enrollment Deadline | July 10, 2025 |
Self-Study Period | July – October 2025 |
In-person Dates | October 22-23, 2025 |
"My participation in the RMA® certification program has given me practical insight that I can use every day when working on retirement issues with my clients. The certification process has helped me grow my business and my network."
Dorothy Bossung, CIMA®, CPWA®, RMA®, CFP®
Senior Director, Choreo Advisors
The Retirement Management Advisor Education Capstone is a two-day in-person or live online executive education event. The capstone gives you the chance to apply the knowledge and skills you learned in the RMA® online coursework in the context of timely, real-world retirement challenges. You’ll come out with mastery of the tools, skills, and process to help clients build resilient retirement income.
$225 │ Exam Retake Fee
For in-person capstone attendance, be sure to account for costs of travel and accommodations.
Once IWI receives your successful exam results, we’ll send an email with your final steps.
Document at least 3 years of verified work experience in financial services and pass a second background check.
Sign your agreement to adhere to IWI’s Code of Professional Responsibility and certification marks usage guidelines.
Pay your certification fee, which includes your 2-year Investments & Wealth Institute membership.
$395 │ Initial Certification Fee
Stay in touch with today’s constantly changing retirement landscape by accessing ongoing, timely continuing education (CE).
IWI certificants must complete 40 CE credits every 2 years. IWI makes CE study, reporting, and certification renewal simple and efficient.
Certification Renewal Requirements
Looking for a Custom RMA® Certification Solution for Your Teams?
Help your advisors extend client relationships by keeping retirement planning and management at the center of client conversations before and during retirement. Sponsor private group classes for your firm’s RMA® candidates.
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