Home > RMA Testimonials

RMA Certification Testimonials

Hear what your peers have to say about how the RMA certification has impacted their careers.

What are RMA certificants saying about the certification? 

“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, RMASM

“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.”
—Lucas Minton

“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 AdvisorSM. The material is fabulous and offers a tremendous amount of insight into the difference between accumulating assets and ‘decumulating’ assets.”
— Dana Anspach, RMASM, CFP®

The program blends knowledge from across the industry: academia, insurance, brokerage and planning, giving you the tools you need to advise your clients and prospects.  The components of the program are tailored to meet your busy schedule by offering an on-line component you can complete at your leisure and a capstone program that offers more of a classroom experience, providing both a networking opportunity and Q&A with notable academics and practitioners in the field. As a certificant and graduate of the RMA program I know that I am well prepared to handle my clients needs in this area.”
~ Dorothy Bossung, CIMA®, CPWA®, RMASM, CFP®