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Sign up by February 28, 2022


About the Challenge

Build strong retirement management habits, strategies and techniques.

This academic commitment isn’t for everyone. It will take determination, perseverance, and grit. It was designed for competitive professionals looking to challenge themselves. You will be pushed to approach things through a new lens, adopt new habits, and solve complex problems using our Retirement Management Advisor® framework.

Throughout your journey, you’ll have a team of top practitioners motivating and encouraging you. You’ll have exercises, review case studies, and have thought-provoking discussions. The final step in your spring RMA challenge culminates with a rigorous exam.* As a reward, you will earn bragging rights as a retirement expert! Upon passing the exam, you will be able to proudly showcase your RMA® credentials. So, get ready to push yourself.

* Individuals will be required to adhere to a code of ethics, sign a license agreement and pay a certificant fee.

Read the press release

Key Takeaways

Gain the strategies, insights and methodologies to accelerate your career

Creating new habits is easier than you think. We will spend 100 days exploring new methods and techniques so you can provide a higher level of service, challenging you to become a better, more rounded advisor. In this timeframe, you’ll secure a deep understanding of the retirement lifecycle and how to help your clients and prospects navigate through all the stages of retirement, not just the planning stages. We will guide you through various exercises and help you reach academic milestones too.

What you’ll walk away with:

  • A multidisciplinary, holistic approach to retirement planning
  • Turn-key skills for lifecycle savings and investing
  • Thorough knowledge of the household balance sheet
  • Strategies for planning for accumulation vs. decumulation (retirement income planning)
  • Skills to manage through all market and interest rate conditions
  • Ability to navigate changes in income sources, risk exposures, lifestyle choices and investment strategies

Discover What You'll Learn!

Discover What You'll Learn

Time Commitment

~4 Months

Up-and-coming rising stars and life long-learners will love this challenge, plus the process is simple. Once you sign on to be a Challenger, you’ll receive a welcome packet with everything you need to know. You’ll follow a guided plan, complete weekly tasks, and be on your way to earning prestigious bragging rights.  

Attend our next informational webinar and get a better idea if the Challenge is right for you.

Register Now!

The spring Challenge is composed of online self-paced modules and quizzes, check-in calls, and webcasts with Institute experts and faculty, and a Capstone.


Check Out the Spring Handbook & Schedule



Understanding the enrollment process

Challengers must have 3 years of financial services experience. 

We recommend this program for individuals who work with clients in or nearing retirement.


See the Requirements

See the requirements


Apply by EOD on 2/28/22

The spring Challenge begins February 28th and ends May 18th. We have an unlimited number of seats available so, round up your network and get started together!

After applying for the Retirement Management Advisor® certification, email rma@i-w.org with the subject "I'm taking the spring RMA Challenge."

Application Deadline: February 28, 2022


Apply Now!



Use promo code SPRG100AC to get $500 off!*

All spring RMA Challengers will receive $500 off the cost of the program when they apply the promo code at checkout. The spring Challenge follows our RMA® certification program. Costs include the online course, the capstone and the first examination attempt.

$1,995 (Normally $2,495)

Individuals can apply up to 40 hours of CE credit toward their CIMA®, CPWA® or CFP® certifications.

*For new applicants only, cannot be used in combination with any other promo codes or discounts.


Learn About Our Fees

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RMA Capstone

The RMA Capstone is the culmination of your certification program. You can attend the Capstone on-demand, virtually or in-person. Any way you choose, you will enjoy expert instruction from top faculty, test preparation and more. 

Learn More

Register Now


We are here to help

Call our enrollment counselor, Gray Bullard, gbullard@i-w.org, 303-529-3704, to learn more. 

Contact Us

1. This is for new applicants only. Can not be used in combination with any other promo codes or offers. 

2. Offer is for a limited time and applies to the RMA certification program/Challenge starting February 14th only. 

3. The 100-Day Advisor Challenge should not be confused with the CFA Challenge, which allows individuals to test out of their executive educational track and fast track sitting for an examination for the CIMA® certification. Currently, the Institute is not offering the CFA Challenge.