RMA® Retirement Management Analyst

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For Investors For Sponsors
  • Credentials (Letters): RMA
  • Credentials (Full Name): Retirement Management Analyst
  • Type of Knowledge: Finance in Retirement, Retirement Planning
  • Sponsor for Credential: Retirement Income Industry Association - RIIA
  • Sponsor/Credential Website: www.riia-usa.org

Program Information

  • Prerequisites: 3 or more years experience as a financial advisor, or comparable experience; hold various FINRA registrations, e.g. series 7, 24, 63, 65, or 66, as well as other designations, e.g. CFA, CFP, etc.; RIIA membership.
  • Curriculum: Retirement Management Program @ 5 Universities including Boston University, Salem State University & Texas Tech University
  • Type of Study: Online with instructor facilitation ( Distance Learning) , Boot Camp, On Campus Classes
  • Estimated Completion Time: 1-9 Weeks, depending on class taken. All classes contain the same educational material
  • Examination Requirements: Closed book, proctored
  • Continuing Education Requirements: 20 hours of continuing education. 10 hours mandatory to stay current on the Body of Knowledge in the Retirement Management Journal and 10 hours required to attending designated sessions at RIIA meetings & seminars

Investor Functions

  • Advisor Look-Up: None
  • Investor Education: None
  • Telephone: 617-342-7390
  • Email: staff@riia-usa.org

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