RMA® Certification Candidate Profile

The RMA® certification community is made up of elite advisors from around the globe committed to creating exceptional retirement outcomes for their clients.
 

 

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Investors agree it is very important for their advisor to help them maximize their income for retirement

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Clients agree that their advisor meets a rigorous set of requirements to be certified

0%


Investors say it is very important for their advisor to help them set clear goals for retirement

1


Opportunity to stand out

Here is a snapshot of our elite advisors

 


Demographics

Age: 53

Across all advisors surveyed, both RMA® certification professionals and other advisors, the mean age of advisors is 53 years of age.
 


Demographics

Experience: 21 years

The means RMA® certification professionals have accumulated over 21 years of industry experience.

 

 

Demographics

Male 

 vs.

 Female

85%

 

15%




 

What does an RMA® certification professional know?


As an Investments & Wealth Institute advanced certification, the RMA® certification program features the deep dive education and practical application that the Institute has been delivering to practitioners for more than thirty years.

By using top industry leaders and respected academic faculty to teach both the online lectures and the in person, executive education capstone course, an RMA® certification professional receives a unique combination of best-in class instruction and specialized knowledge that only this advanced certification provides.

The RMA® certification community is made up of elite advisors from around the globe committed to creating exceptional outcomes for their clients.

Certification Comparison Chart

The RMA® certification program requires advisors to meet rigorous standards:

 


EXPERIENCE

Candidates must exhibit three years of relevant experience in financial services before certification.
 


ETHICS

Applicants must adhere to the Investments & Wealth Institute Code of Professional Responsibility.
 


EDUCATION

Before certification, candidates must complete the online course and RMA® certification capstone course.


EXAMINATION

All candidates must pass a stringent examination


 

Top reasons advisors attain RMA® certification

 

RMA top reasons

Type of firms RMA® certificants work


RMA industry breakout