Retirement Management Analyst (RMA)

Designation Essentials
Status Currently offered and recognized by the issuing organization.
Issuing Organization Retirement Income Industry Association
Qualification and Educational Requirements
Prerequisites Three or more years of experience as a financial advisor working with clients on retirement and non-retirement portfolios, or comparable experience in the financial services industry directly involved in the retirement and investments business
Education Requirements
  • Pass a RIIA-approved Education Program
  • Pass the RMA examination
Examination Type Online multiple choice exam
Continuing Education Requirements 20 hours annually
Verification, Complaints and Accreditation
Check Professional Status Online Online at list of RMAs in good standing on its website.
Investor Complaint Process Online at RMA Complaint
Published List of Disciplined Designees None
Accredited By None