RMA® Certification Requirements

Learn about the process of Retirement Management Advisor® (RMA®) certification, including course study, capstone completion, and costs.

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The RMA® Certification Process

1

With open enrollment or scheduled timeframes, start when you’re ready

Getting started is simple.

First, choose your education provider

Course study is online, either self-paced or scheduled. Capstone events are either on demand or in-person.

If you're enrolled with the executive education partner, Chicago Booth, you will have a 2-day special Capstone in Chicago, IL.

Learn more about the Chicago Booth RMA® Program

Next, submit your application

Apply Now

Compare Education Providers

Investments & Wealth Institute

University of Chicago Booth School of Business

Executive Education Cost

US $2,495

US $3,495

Education Program Format

100% Online

Online self-study followed by 2 day in-person Capstone

Program Format/Location

100% Online (Self-study)

Capstone event in Chicago, IL

Time Frame

Self-paced

~6 months

What Program Costs Includes

Application Fee & Background Check
Tuition and Materials for Online Education Program
Test Prep
Initial Exam Sitting

Application Fee & Background Check
Tuition and Materials for Online Education Program and Live Workshop
Test Prep
Initial Exam Sitting

Provider Class Schedules

Enrollment Deadline

Continuous Enrollment

April 1, 2024

Self-Study Period

Ongoing

May - September 2024

In-person (IP), Virtual (V), or Hybrid (H) Dates

Ongoing - (V)

October 9-10, 2024 (IP)

2

Complete the RMA® education program

"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
3

Prepare and pass the exam

The Retirement Management Advisor Education Capstone is a two-day in-person or on-demand 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.

4

Complete the RMA® exam and finalize certification

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

Total cost of RMA® certification

Application and Education:

$2,495 - On-Demand

$3,495 - Chicago Booth

$395 Initial Certification Fee


$2,890 On-Demand Total Cost

$3,890 Chicago Booth Total Cost

Other potential costs

$225 exam retake fee

Travel and accommodations for in-person capstone event

5

Stay connected/relevant and maintain your certification

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.

Explore Partner Solutions

Ready to take the next step?

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Schedule a Call

Speak to an enrollment counselor.

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Introductory Webinars

Get direct answers in our live presentations.