Important Disclaimer: FINRA does not approve or endorse any professional credential or designation. Learn More >>

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
  • Online, self-study course
  • Two-day live capstone event, available in person at The University of Chicago Booth School of Business (currently offered) or live online through Investments and Wealth Institute (beginning in 2026)
Designation Exam Type

Proctored certification exam offered in person (for candidates in the Chicago Booth program above) or online
Continuing Education Requirements

40 hours every two years
Verification and Complaints
Online Designation Resource

Online at Find a Certified Professional.
Investor Complaint Process

In writing and mailed. See Report a Complaint.
Published List of Disciplined Designees

Yes. Online at Public Disciplinary Actions.