Retirement Management Advisor (RMA)
| Designation Essentials | |
|---|---|
| Status | Currently offered and recognized by the issuing organization. |
| Issuing Organization | Investments & Wealth Institute |
| Qualification and Training Requirements | |
| Prerequisites | Candidates must have at least three years of relevant experience or acceptable designations (CIMA®, CPWA®, CFP®, CFA®, ChFC, RICP). |
| Designation Training Requirements | Live online courses with in-person or online capstone event through The University of Chicago Booth School of Business |
| Designation Exam Type | Online or in-person proctored certification exam |
| Continuing Education Requirements | 40 hours every two years |
| Verification and Complaints | |
| Online Designation Resource | Online at IWI Investment Help |
| Investor Complaint Process | Submit grievance form via mail. See File a Complaint. |
| Published List of Disciplined Designees | Online at Disciplinary Rules and Procedures |
