See why more advisors every day are earning their Retirement Management Advisor® (RMA®) certification. Earn your designation completely online or attend an in-person executive education Capstone class to network and learn from other retirement advisors. Get started today with these three easy steps!
Level 2 RMA Capstone On-Demand
The RMA Capstone On-Demand is the online option for completing the executive education portion of the Retirement Management Advisor® certification program. Immerse yourself in advanced retirement education strategies and discuss with like-minded peers to trade best practices in the online discussion forum. Learn the latest trends in retirement income from Ivy League-quality experts and top industry practitioners. For a full online experience, choose the Capstone On-Demand at registration. For an in-person experience, choose from either a conference experience at the Winter Capstone, or a private class experience during the Spring Capstone.
Earn up to 15.5 hours of CE credit, including 1 hour of ethics and 2 hours of taxes, for CIMA®, CPWA®, and RMA® certifications or up to 14.5 hours of CFP ® Certification CE
Review the On-Demand Curriculum
Candidates have two options for taking the exam: on-site at a Capstone event or with an online proctor.
The in-person exam at Capstone events is a paper and pen exam. The online proctored exam can be taken from any stable Internet connection that offers a webcam and microphone, through which the online proctor can observe the test-taker throughout the exam. Typically, we recommend that you test from home to avoid challenges related to corporate firewalls. Online proctors are available 24/7, for your convenience, and if you schedule with at least 72 hours notice, there's no additional charge.
The examination comprises 100 multiple-choice questions and you have three hours in which to complete it.
“Up until now there hasn’t been any formal training available to teach advisors the important differences between planning for accumulation and planning for retirement income. The RMA program is changing that. They developed a specialized curriculum one studies to become an RMA, or Retirement Management Advisor®. The material is fabulous and offers a tremendous amount of insight into the difference between accumulating assets and ‘decumulating’ assets.”
Founder, Sensible Money, LLC
"I believe this course and designation brings a fresh, updated and innovative view of retirement planning for today's day and age. This program has also helped me look at retirement planning in a different light and scope of structuring plans. It has made an impact almost immediately for me, my clients, and my business."
First Vice President, Wealth Management Advisor; Mussa Wealth Management of Merrill Lynch
"The RMA certification program is very relevant to where the business is heading. Retirement outcomes and income segmentation will be critical drivers to the success of financial advisors moving forward."
Franklin Templeton
"The RMA certification program provides essential information if you're in the business of helping clients with retirement planning."
Executive Financial Planner, Sensible Money, LLC
