Retirement Management Advisor (RMA)
|Status||Currently offered and recognized by the issuing organization.|
|Issuing Organization||Investments & Wealth Institute|
|Qualification and Educational 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.
Online multiple choice exam
|Continuing Education Requirements||
20 hours annually
|Verification, Complaints and Accreditation|
|Check Designation Status Online||
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.