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RMA Capstone Events

Level Two of the RMA Certification Process includes a two-day capstone in-person learning event.

During Level Two of the RMA certification process, candidates attend a two-day, in-person, executive education capstone event.

In a private classroom-style experience, the capstone takes concepts from Level One, 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.

The education capstone has been accepted for 15 hours of CIMA®, CIMC®, CPWA®, and CFP® continuing education.

The education capstone will be offered next on:

  • December 9-10 in Hollywood, Florida, at the Diplomat Beach Resort, at the Retirement Management Forum conference
  • May 28-29 in Boston, Massachussetts, at the Hynes Convention Center at ACE 2020, The Exceptional Advisor Conference 
  • December 7-8 in Hollywood, Florida, at the Diplomat Beach Resort at the Retirement Management Forum 2020 conference