Retirement Management Advisor (RMA)
Designation Essentials | |
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Status | Currently offered and recognized by the issuing organization. |
Issuing Organization | Investments & Wealth Institute |
Qualification and Educational Requirements | |
Prerequisites | 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 |
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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 |