May 28-29, 2020

Boston, MA

The RMA Summer Capstone is held concurrently with ACE 2020: The Exceptional Advisor Conference, combining access to nationally known speakers with a private class experience. 

  • Complete your RMA executive education requirements in a quiet classroom with other RMA candidates
  • Learn from a special curriculum designed just for you
  • Indulge in private breakfast and dinners with your classmates, allowing for deeper discussion on curriculum topics
  • Enjoy a close-knit cohort experience with other retirement advisors like you 
  • Gain access to ACE national conference main speaker sessions
  • Choose to test on-site for the RMA certification exam
  • Earn up to 15 CE credits for CIMA®, CPWA®, RMA® or CFP ®  CE

Download sample Capstone agenda

Registration Fees:

Member: $1,595
Join & Learn: $1,795
Non-Member: $2,095

The Spring 2020 Capstone event has been shifted to an online program due to Covid-19 concerns. An updated agenda will be coming soon.

Note: If you are an RMA Certification candidate (Bundled Option), you will be contacted soon with transfer/registration options. 



December 7-8, 2020

Hollywood, FL

RMA Winter Capstone

Escape from the winter doldrums while completing your RMA certification program at the Winter Capstone, held concurrently with the Retirement Management Forum.

  • Complete your RMA executive education requirements by attending the conference sessions
  • Network with other advisors at the conference
  • Choose between various retirement learning tracks and sessions
  • Gain access to a variety of speakers and topics
  • Enjoy a conference experience versus a classroom experience
  • Test on-site for the RMA certification exam

Registration Fees (Early Bird):

Member: $895
Join & Learn: $995
Non-Member: $1,095

Note: If you are an RMA Certification candidate (Bundled Option), you will be contacted soon with transfer/registration options.


Dana Anspach
Devin Ekberg
Michael Kitces
Robert Powell
Marcia Mantell
Mike Lonier
Brian Portnoy
Chris Bidwell

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