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.
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.
No. There is no exam specific to the Capstone.
Yes. The RMA Capstone On-Demand is available now.
Yes. If you choose, for whatever reason, to complete more than one Capstone, additional fees will apply.
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
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.
You will have a guided agenda to follow that is tailored specifically for the RMA capstone.
May 15-18, 2022
In conjunction with the 2022 ACE Academy
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.
You will be provided with a specific track agenda to follow to ensure you are receiving the full RMA capstone curriculum.
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.