Retirement Management Advisor (RMA)

Designation Essentials
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.

Education Requirements
  • Complete RMA online course
  • Complete RMA Capstone Course
Examination Type 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.
Accredited By None