The RMA® Capstone is the executive education portion of the Retirement Management Advisor® certification program. Meet experts in your field while immersing yourself in advanced retirement education strategies. Network with like-minded peers to trade best practices and learn the latest trends in retirement income from Ivy League experts and top industry practitioners.
With the RMA On-Demand Capstone, bring the critical issues of retirement income planning into focus with an in-depth exploration of the practical issues of retirees or those about to retire. Learn a process for asking the right questions to help clients build a resilient retirement income plan that helps them weather the unexpected. Get tools to help get them on track and keep them on track, on topics from lifestyle issues through tax planning and Medicare planning. Explore a process for implementing, communicating about, and monitoring the plan.
Complete your RMA executive education requirements while working remotely
Interact with other RMA candidates through an online discussion forum
Learn from a special curriculum designed just for you
Enjoy sessions from top industry practitioners and academic experts
Choose to test online for the RMA certification exam with the online proctoring service
Earn CE credits for CIMA®, CPWA®, RMA® (including 1 hour of ethics) and CFP ® Certification CE
Your RMA Capstone Registration will be coordinated with Program Manager Stephanie Confer. To get started, send an email to Stephanie to request registration.
This event builds on your self-study and curriculum content delivered to each RMA Candidate through the online learning center. The RMA In-Person Capstone event is a two-day learning session that brings the critical issues of retirement income planning into focus with an in-depth exploration of the practical issues of current retirees and those nearing retirement.
The in-person program will include a review of the RMA Program curriculum, presentations from both industry experts and active practitioners, case study discussions with breakouts along with the necessary exam prep for candidates to prepare to sit for the certification exam. Follow the pathway to be prepared to sit for the RMA Certification exam in-person on day three of the program.
See why more advisors are earning their RMA certification every day.
“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 provides essential information if you're in the business of helping clients with retirement planning."
Executive Financial Planner, Sensible Money, LLC
"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."