Answers to your most pressing questions regarding the RMA Capstone classes.
Answers to your general questions about the RMA Capstone classes.
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.
Coming May 2020. The Capstone On-Demand will provide up to 15.5 CE hours for CIMA, CPWA and RMA certification, including 1 Ethics hour, and up to 14.5 CFP certification CE.
Yes. The RMA Capstone On-Demand is available now. You can take the On-Demand Capstone as either a standalone class or complete it as the Level 2 Executive Education portion of the RMA Certification program.
If you registered for the RMA certification program (bundle option), then yes, that includes the Capstone registration fee (travel and accommodations not included).
If you purchased only the RMA online course (Level 1), then you will need to pay separately for the RMA Capstone registration fee.
It's best to first apply for the RMA certification program and then register for your desired Capstone program. If you choose the bundled option when applying for the certification program, Capstone registration fees are included and you will be provided a separate link to register for the Capstone at no additional cost. If you choose to complete your RMA Certification using the a la carte options, you will need to pay registration fees for both the online course and the Capstone program, along with exam fees.
April 25-28, 2021, Seattle, Washington
In conjunction with the ACE 2021: Exceptional Advisor Conference
Registration Coming Soon.
No. If you are planning to attend the Spring RMA Capstone session, you will register and pay (or it is included in the bundle) for just the RMA Capstone registration. Many of the main general sessions of the ACE conference are included as part of the Spring capstone, so you'll get the benefit of both events.
December 7-8, 2020, Hollywood, FL
In conjunction with the Retirement Management Forum
The Winter Capstone is a conference-style capstone, where you can choose freely from the tracks offered during the conference.
All of the conference sessions and speakers at the Winter Capstone/Retirement Management Forum will present fresh and informative retirement-related content. There may be particular sessions marked as RMA Capstone sessions that we encourage you to attend in order to get the most out of your time and to meet other RMA candidates.
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.
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