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 eleven sections, readings, recorded lectures, a progressive case study, quizzes, and live webinar.
This online self-study course is a critical step of the required curriculum for all RMA Candidates including both the live and on-demand capstone program events.
The Retirement Management Advisor Education Capstone is a two-day in-person or on-demand executive education event. The Capstone provides a deeper application of knowledge and skills learned in the RMA online course facilitated by leading Ivy League-quality academics, as well as experienced industry practitioners.​
The Capstone takes concepts from the online course and 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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*Please note that tuition for the two-day, in-person Capstone does not include flights, accommodations or adjoining conference fees. ​
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. A financial calculator is required for the certification exam and is incorporated throughout the RMA Course.​