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RMA Capstone On-Demand

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 up to 15.5 CE credits for CIMA®, CPWA®, RMA®  (including 1 hour of ethics) or up to 14 hours of CFP ®  Certification CE

View the RMA Capstone On-Demand Curriculum 

REQUEST TO REGISTER

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RMA Capstone In-Person

Jan. 31 - Feb. 1, 2022

Fort Lauderdale

Retirement Management Advisor Education Capstone is a two-day, in-person event offered in an executive education format. Presented concurrently with the Investments & Wealth Forum – Ft. Lauderdale, this Capstone provides a deeper application of knowledge and skills learned in the RMA online course facilitated by leading Ivy League academics, as well as experienced practitioners.

Bring the critical issues of retirement income planning into focus with an in-depth exploration of the practical issues retirees or those about to retire face.

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.
  • Learn from a special curriculum designed just for you
  • Enjoy sessions from top industry practitioners and academic experts

Date: Jan. 31-Feb. 1, 2022

Location: Ft. Lauderdale, FL

Format: In-Person in conjunction with the Investments & Wealth Forum – Ft. Lauderdale

LEARN MORE

REQUEST TO REGISTER

 

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RMA Capstone In-Person

May 16-17, 2022

Nashville, TN.

Retirement Management Advisor Education Capstone is a two-day, in-person event offered in an executive education format. Presented concurrently with the 2022 ACE Academy in Nashville, TN, this Capstone provides a deeper application of knowledge and skills learned in the RMA online course facilitated by leading Ivy League academics, as well as experienced practitioners.

Bring the critical issues of retirement income planning into focus with an in-depth exploration of the practical issues retirees or those about to retire face.

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.
  • Learn from a special curriculum designed just for you
  • Enjoy sessions from top industry practitioners and academic experts

Date: May 16-17, 2022

Location: Nashville, TN

Format: In-Person, in conjunction with the 2022 ACE Academy, Nashville, TN

LEARN MORE

REQUEST TO REGISTER

 

 

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RMA Capstone, Live/Virtual

Aug. 22 - Sept. 3, 2022

or

Nov. 28 - Dec. 10, 2022

With the Live/Virtual RMA 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 virtually
  • 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 up to 15.5 CE credits for CIMA®, CPWA®, RMA®  (including 1 hour of ethics) or up to 14 hours of CFP ®  Certification CE

REQUEST TO REGISTER

 



Dana Anspach
Michael Kitces
Robert Powell
Marcia Mantell
Mike Lonier
Brian Portnoy
Arun Muralidhar
Michael Guillemette
Sharon Carson
Larry Jacobson
Chris Bidwell
Devin Ekberg

What People Are Saying

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.”

Dana Anspach, CFP®, RMA®, Kolbe Certified Consultant

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."

Roger Mussa, CPWA®, RMA®, CPFA

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." 

Nancy Fellinger, CFP®,RMA®, RICP®, CLU®, ChFC®, CDFA®

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."

Ryan Bettencourt, RMA®

Franklin Templeton