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Retirement Management Advisor (RMA)

Designation Essentials
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
  • Complete RMA online course
  • Complete RMA Capstone Course
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.