General

Answers to your general questions about the RMA Capstone classes.

RMA Capstone main page

Do I have to start or finish the online course before I register or attend the Capstone?

You can register and attend the Capstone without starting or completing the online course. However, a working understanding of the online material will help you get the most out of your Capstone experience.

 

If you plan on taking the RMA certification exam at the Capstone, then we strongly recommend completing the online course material in order to successfully pass the exam.

Do I have to take the certification exam on-site?

No, you always have the option of testing with the online proctor. To find out more about the online testing option, contact the certifications department.

Is there a test over the Capstone material?

No. There is no exam specific to the Capstone.

Is there an online Capstone option?

Yes. The RMA Capstone On-Demand is available now. 

Are the Capstone fees included in the fee for my RMA certification program?

Yes. If you choose, for whatever reason, to complete more than one Capstone, additional fees will apply.

 

 

Should I register for the Capstone when I apply for the RMA program?

You can indicate your preferred Capstone at application, or you can choose ‘Undecided’ and let us know your preference when you’ve decided.

In-Person RMA Capstone 

January 31 - February 1, 2022

In conjunction with the Investments & Wealth Forum - Ft. Lauderdale

Is there a private RMA Capstone class at this event?

Yes. The Investments & Wealth Forum - Ft. Lauderdale capstone tends to be more of a deep dive into the RMA curriculum, where you are surrounded by peers who have been undertaking the same content and self-study as you. You will spend 1.5 days in content-packed sessions with expert practitioners and will have the option to take the exam onsite. 

How will I know which sessions are most important for my RMA certification knowledge?

You will have a guided agenda to follow that is tailored specifically for the RMA capstone.

In-Person RMA Capstone

May 15-18, 2022
Nashville, TN

In conjunction with the 2022 ACE Academy

Is there a private RMA Capstone class at this event?

Yes. The ACE Academy - Nashville conference has a specific RMA capstone track that attendees follow throughout 1.5-days, while also being able to enjoy the multiple networking events and select retirement-focused general sessions that are part of the greater ACE conference experience. 

How will I know which sessions are most important for my RMA certification knowledge?

You will be provided with a specific track agenda to follow to ensure you are receiving the full RMA capstone curriculum.

Retirement Management Advisor

The Retirement Management Advisor® (RMA®) program is an advanced certification that focuses on building custom retirement income plans to mitigate clients' risks and to master the retirement planning advisory process, all within an increasingly regulatory environment.

E-mail address

certifications@i-w.org

Contact us

+1 303-770-3377

Advanced certifications

Your opportunity to stand out!