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 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.​

*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 110 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.​


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 2023. 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

Investments & Wealth Institute




On-Demand Program with Live Support

Live, Scheduled, In-Person




Cost Includes

Online self-study course, capstone, and two examination attempts. Up to 40 hours of CE credit toward CIMA® and CPWA® certifications.



Hybrid, Online Self-Study, Virtual and in-person Capstone Events


Self-paced (4-6 months)

4 months

Upcoming Classes

Ongoing Enrollment


Capstone On-Demand Live
Location Online TBD
Curriculum Review Curriculum Review and Exam Prep Coming Soon!
For RMA candidates only
Exam Schedule once self-study and capstone are complete. TBD

Application and Additional Fees


Certification Exam Fee is Included

Exam Retake Fees:
$225 member

RMA Additional Fees - graduation cap