RMA Capstone On-Demand

RMA Capstone On-Demand

The Retirement Management Advisor® Capstone On-Demand brings together top academic experts and leading practitioners to provide actionable tips and industry insights that you need now for your retirement business. This Capstone program also fulfills the Level 2 executive education requirements for the Retirement Management Advisor® certification. RMA certification candidates can choose from three different RMA Capstone programs.

Download RMA Capstone On-Demand Curriculum

15.5 CE credit hours for CIMA®, CPWA® and RMA® designations.
14.5 CE credit hours for CFP® designation

Included Sessions

Session Title1.5 Speaker CE Credit
Redefining Retirement: What’s Your Encore? Larry Jacobson 1
Is Active Trust Building Ethical? Herman Brodie 1
The Impact of Rising Longevity on Our Society and Economy Michael Guillemette, Ph.D., CFP® 1
Digesting the Alphabet Soup of Finance Theory for Retirement Arun Muralidhar, Ph.D 1.5
Spending To and Through Retirement Sharon Carson, RMA® 1
How to Use Asset-Liability Matching to Build a Safe Runway into Retirement CFP®, RMA® ​, Kolbe Certified Consultant Dana Anspach, CFP®, RMA® , Kolbe Certified Consultant 1.5
RMA Curriculum Workshop: Household Balance Sheet Bob Powell, CFP® 1
Generating Tax Alpha with Effective Asset Location Michael Kitces, MSFS, MTAX, CFP®, CLU, ChFC, RHU, REBC, CASL 1
Tax-Efficient Withdrawal Strategies in Retirement Michael Kitces, MSFS, MTAX, CFP®, CLU, ChFC, RHU, REBC, CASL 1
Social Security: Addressing Critical Issues for Clients Marcia Mantell, RMA® 1.5
Medicare: Addressing Critical Issues for Clients Steven Siegel, JD 1
RMA Curriculum Workshop: Risk Management Devin Ekberg, CFA®, CPWA®, CIMA® 1
Retirement Policy Statements Dana Anspach, CFP®, RMA® , Kolbe Certified Consultant 1
RMA Curriculum Workshop: Presenting & Monitoring the Plan Francois Gadenne, RMA®, CFA® & Mike Lonier, RMA® 1

Registration & Fees (USD)

  • $1395 Member
  • $1595 Join & Learn (includes one year of Institute membership)


Continuing Education

Learners much watch each session in its entirety and pass each affiliated quiz with a score of 70% or better to receive continuing education (CE) credit The following entities have accepted it for CE credit:

Investments & Wealth Institute®

  • 15.5 hours of CE credit, including 1 hour of ethics and 2 hours of taxes, for CIMA®, CPWA®, and RMA® certifications
  • Automatically uploaded upon completion of the full program (can take up to 24 hours to be reflected)
CFP Board
  • 14.5 hours of CFP® Certification CE
  • Reported on your behalf to CFP Board within 2 weeks of completing the full program.
  • The CFP ID field on your Institute account must be complete and accurate for this process to take place. To verify: log in to your account, navigate to the “Dashboard,” and click “update my demographic information” on the right-hand side to locate the CFP ID field.

    The Institute is proud to be a CE Quality Partner of CFP Board. Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.


This program is available for viewing for one year from the date of purchase.

Access Instructions

Upon successful registration, learners will receive two emails: one including a transactional receipt and a second including navigation instructions for accessing the content. Access instructions are also below:

  1. Log in to the Investments & Wealth Institute website, and click "Dashboard" in the upper right corner.
  2. From the Dashboard, click the "My Online Learning Center" link in the left navigation.
  3. Once re-directed to the Online Learning Center platform, your content is located under the heading My Courses on the main page. Alternatively, you can find it in the My Learning tab across the top navigation.

Please monitor your inbox and spam folders for these communications or contact the education department at education@i-w.org for assistance.