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Live Webinar

RMA® Introductory Webinar

Kayla Mathews
Kayla Mathews
Enrollment Counselor
Tyler Cook
Tyler Cook
Enrollment Counselor

Join Investments & Wealth Institute enrollment counselors Kayla Mathews and Tyler Cook for a live webinar exploring the Retirement Management Advisor® (RMA®) certification. In this session, you'll learn about:

  • The RMA® curriculum: Discover its structured approach to developing customized retirement income plans.
  • Certification process and requirements: Understand the steps involved in earning the RMA® certification.
  • RMA® Direct: Explore the Institute's 100% virtual program and how it offers flexibility with no travel required.
  • Your path to certification: Learn how you can complete the RMA® certification in as little as three months.
We'll also welcome special guest Roger Mussa, CPWA®, RMA®, CPFA®, Wealth Management Advisor and Senior Vice President at Merrill Lynch Wealth Management. Roger will share how earning the RMA® certification has influenced his retirement practice and offer firsthand insights into his experience. 
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