Frequently Asked Questions
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Frequently Asked Questions
Retirement Management Advisor (RMA) Certification鈥擧ybrid
This multidisciplinary program addresses the complexities of retirement planning.
Next Session
October 21-October 22, 2026
View All Dates
Location/Format
Hybrid
Investment Fee (in USD)
$3,995 USD
Questions? Connect with our enrollment advisors.
Next Session
October 21-October 22, 2026
View All Dates
Location/Format
Hybrid
Investment Fee (in USD)
$3,995 USD
Questions? Connect with our enrollment advisors.
Differentiate your retirement advising practice with elevated capabilities and specialized knowledge through the RMA® certification.
In today’s economic climate, persistent inflation and volatility in both stock and bond markets put increasing pressure on retirees and those preparing for retirement. Clients are looking for more effective strategies to manage today’s risks—and prepare for those of tomorrow.
The Retirement Management Advisor® (RMA®) designation is designed to address the complexities of retirement planning beyond simple asset accumulation.
With a comprehensive, multidisciplinary approach, the RMA庐 program empowers financial advisors to:
- Deepen Understanding of Client Needs: Gain insights into each client鈥檚 unique concerns, liabilities, and goals, and learn how to create a balanced, personalized plan that addresses them all.
- Build Expertise Across All Phases of Retirement Planning: From wealth accumulation to income optimization and managing longevity risk, the RMA庐 certification prepares advisors to handle every aspect of the retirement process with proficiency.
- Navigate Market Volatility and Inflation Risk: Equip clients to withstand economic uncertainty by building resilient, adaptable strategies for both current and future market conditions.
The RMA® certification program requires that candidates meet all eligibility requirements.
- Step 1: Submit RMA® Certification Program Application to the Investments & Wealth Institute®
- Step 2: Complete the online education requirement and Capstone.
- Step 3: Pass the certification examination.
- Step 4: Provide compliance disclosure, complete license agreement and pay initial certification fee.
If you have not yet begun the RMA® certification process or would like more information about the Investments & Wealth Institute®’s advanced certification qualifications, please contact the Investments & Wealth Institute™ directly at or (303) 770-3377.
Who Should Attend
This program is ideal for financial advisors working with clients approaching retirement. It is well-suited for professionals across various financial disciplines, including wealth managers, financial planners, investment consultants, and retirement specialists. Additionally, it benefits family-office professionals, trust and estate advisors, and tax specialists who aim to provide comprehensive financial guidance to clients in or near their retirement years.
Program Outline
- 16-plus hours of online expert instruction
- Concept application and analysis
- Case study
- Curriculum review sessions
- Two-day live capstone session
- 12-plus hours of expert instruction
- RMA Retirement Income Process
- Retirement Income Approaches
- Household Balance Sheet & Capital Budgeting
- Retirement Ratios
- Risks Women Face, Withdrawal Rates, Fixed Indexed Annuities
- Family Retirement Decisions
- Medicare, Estate Planning, and Charitable Planning
- Next Steps
Upcoming Sessions
October 21–22, 2026
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