RMA® Application Process

What you will learn, where you can earn your certification, cost, program format and how to apply.

 

 

RMA® Certification Application Process



Retirement Management Advisor Online Course offered online, on-demand, this course provides a comprehensive, unified text of RMA® readings, recorded lectures, video insight from industry leaders, and much more. Candidates complete the online course which consists of eight modules, readings, recorded lectures, a progressive case study, quizzes, and webcasts.

 


Retirement Management Advisor Education Capstone is a two-day, in-person event offered in an executive education format. Presented twice annually or on-demand, this Capstone provides a deeper application of knowledge and skills learned in the RMA online course facilitated by leading Ivy League academics, as well as experienced practitioners. Please note that tuition for the two-day, in-person capstone does not include flights, accommodations or adjoining conference fees.

The capstone takes concepts from Step 1, 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.

RMA® CAPSTONE EVENTS

 



Retirement Management Advisor Exam can be completed after successful completion of the Retirement Advisor Online Course and the Retirement Management Advisor Education Capstone. The examination will be offered in a proctored setting beginning with the December 2018 Capstone and beyond.

The in-person exam at Capstone events is a paper and pen exam. The online proctored exam can be taken from any stable Internet connection that offers a webcam and microphone, through which the online proctor can observe the test-taker throughout the exam. Typically, we recommend that you test from home to avoid challenges related to corporate firewalls. Online proctors are available 24/7, for your convenience, and if you schedule with at least 72 hours notice, there's no additional charge.

The examination comprises 100 multiple-choice questions and you have three hours in which to complete it.

 

You're  3 steps away from earning your RMA® certification

If you would like a more structured schedule to earn your RMA certification, we have four class options to choose from in 2021. Simply select the schedule that best works for you and email rma@i-w.org for more information. The scheduled class options include the following: a kick-off call, check-in emails, live webcast check-in, open office times.

 

 

Registered Education Provider

Investments & Wealth Institute

 

 

 

 

 

Step 1
RMA® Online Course

Step 2
RMA® Capstone 

Step 3
Exam

Executive Education Cost

$2495

Cost Includes


Online course, printed textbook, education capstone, and first examination attempt. 
Up to 40 hours of CE credit toward CIMA®, CPWA®, and CFP® certifications.
 

Format

100% online

In-person at RMA® Capstone or
On-Demand

In-person at RMA® Capstone or
On-Demand

Length

9 weeks of self-study

2 days in-person
15.5 hours of self-study

25 hours Online
15.5 hours Capstone
10-12 hours self-study
3 hours to complete exam

Location

Online

In-person at RMA® Capstone or
On-Demand

In-person at RMA® Capstone or
On-Demand

Application and Additional Fees

 

Certification Exam Fee is Included

Exam Retake Fees:
$225 member

RMA Additional Fees - graduation cap
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