Sign up by any time, enrollment is on an ongoing basis

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About the Challenge

Build strong retirement management habits, strategies and techniques.

Start your RMA certification journey and you can set the pace to earn your designation in about 100 days.

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® (RMA®) framework.

Take about 100 days to study the course material, review case studies and take the on-demand capstone. The final step in your 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.

Follow the Linked Timeline to Keep on Pace

Get started on any of the following dates to be on pace to earn your RMA Certification in 2022:

  • Sept. 15
  • Oct. 15
  • Nov. 15
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Key Takeaways

Gain the strategies, insights and methodologies to accelerate your career

Creating new habits is easier than you think. You will spend ~100 days exploring new methods and techniques so you can provide a higher level of service, becoming 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.

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
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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, everything you need is available on-demand.   

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

Register Now!

The Challenge is composed of online self-paced modules and quizzes, case studies, and an on-demand capstone.

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Eligibility

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
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Deadlines

Continuous Enrollment

The Challenge is self-paced and self-scheduled and can be completed in about 100 days. We have an unlimited number of seats available so, round up your network and get started together!

 

 

Apply Now!

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Cost

The fall Challenge follows our RMA® certification program. Costs include the online course, the capstone and the first examination attempt.

$2,495

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

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 or in a live, virtual setting. Any way you choose, you will enjoy expert instruction from top faculty, test preparation and more. 

Learn More

Register Now
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Questions

We are here to help

Join the next intro webinar to learn more, or,  for immediate assistance, contact our enrollment counselors:

​Gray Bullard, gbullard@i-w.org, 303-529-3704
Kari Estes, kestes@i-w.org, (303) 529-3823

Contact Us
Disclosures

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 June 6th 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.