Skip to main content
Welcome to the new FINRA.org. Learn more about our updates.
Create your own user feedback survey

Retirement Management Advisor (RMA)

Designation Essentials
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
  • 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