Retirement Management Advisor (RMA)
|Status||Currently offered and recognized by the issuing organization.|
|Issuing Organization||Investments & Wealth Institute|
|Qualification and Training Requirements|
Financial services professionals with three years relevant experience or acceptable designations (CIMA®, CPWA®, CFP®, CFA®, ChFC, RICP) who adhere to the Institute's Code of Professional Responsibility.
|Designation Training Requirements||
|Designation Exam Type||
Online multiple choice exam
|Continuing Education Requirements||
20 hours annually
|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.