The Retirement Management Advisor®(RMA®) program is an advanced certificate program and pathway to certification that focuses on building custom retirement income plans to mitigate clients’ risks and to master the retirement planning advisory process, all within the increasing regulatory environment. RMA® education equips certificants with the knowledge needed to speak the language of retirement-focused clients and teaches how to build a plan that includes the option of a safety-first approach— something a pure accumulation mindset does not address.
The ability to build custom retirement income plans to mitigate clients’ risks and to master the retirement planning advisory process.
The Level I online course takes approximately nine weeks of self-study to complete. Level II is a two-day in-person experience. The exam is three hours, but we anticipate it may take a candidate approximately 10-12 hours of preparatory study.
Like other Institute certifications, the RMA® certification requires 40 credits every two years. Continuing education content that is approved for CIMA® and CPWA® is also approved for RMA®.
“In the process of preparing for and taking the RMA® exam, I realized how much I’ve learned about retirement planning that I never before understood. This approach is not just more comprehensive, it places a sharp focus on the risk-management techniques that both advisors and retirees really need to understand and implement. I believe that any practitioner who is concerned about succeeding in retirement planning would benefit enormously from the practical insights conveyed by the RMA® program."
~ David Macchia
“I can already tell how the RMA® coursework has changed the way I perceive my client’s risks exposures and how the “safety first” mantra of RMA® is permeating everything I do. I believe that as time passes and the retiree population grows further there will be an increasing desire to utilize income experts and retirement savvy planners. Additionally, I believe that the RMA® coursework puts me at an advantage when it comes to speaking to clients concisely about their retirement needs and puts me on the cutting edge of retirement portfolio construction.”
“Up until now there hasn’t been any formal training available to teach advisors the important differences between planning for accumulation and planning for retirement income. The RMA® program is changing that. They developed a specialized curriculum one studies to become an RMA®, or Retirement Management Advisor®. The material is fabulous and offers a tremendous amount of insight into the difference between accumulating assets and ‘decumulating’ assets.”
~ Dana Anspach
The course is a stackable credential, so you can take the levels separately or together. If you want to purchase the Bundled Pathway to Certification (the online course including the printed textbook [a $155 value], Capstone, and certification exam), the price is $2,495.
Separately, Level I (the online course) is $1,395 and the Level II (in person, 2-day Capstone) course is $1,595, and the Exam (Level III) is $195. Included with bundled tuition is the online program, in-person attendance for Level II, the exam, quarterly RMA webcasts, as well as the benefits to all Investments & Wealth Institute members, including the RMA blog content and Retirement Management Journal, as well as the Institute publications, the Journal of Investment Consulting, the Investments & Wealth Monitor and the discounts on our programs.
For more information or to register, click here.