RMA℠Retirement Management Advisor

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RMA℠Retirement Management Advisor

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Paladin Peer Group Rating
  • Credentials (Letters): RMA
  • Credentials (Full Name): Retirement Management Advisor
  • Type of Knowledge: Finance in Retirement, Retirement Planning
  • Sponsor for Credential: Investments and Wealth Institute
  • Sponsor/Credential Website: https://investmentsandwealth.org/home
Program Information
  • Prerequisites: Financial services professionals with three years relevant experience or acceptable designations (CIMA®, CPWA®, CFP®, CFA®, ChFC, RIPC) and adhering to the Institute Code of Professional Responsibility are eligible to register for the first level online course or the bundle of all three levels.
  • Curriculum: Client Diagnostic Kit, Retirement Allocation, RMA Toolbox, Practice Management
  • Type of Study: Online, or in-person
  • Estimated Completion Time: The Level I online course takes approximately nine weeks of self-study to complete. Level II is a two-day in-person experience. The exam is three hours, but we anticipate it may take a candidate approximately 10-12 hours of preparatory study.
  • Examination Requirements: Closed book, proctored, 100 questions.
  • Continuing Education Requirements: 20 hours of continuing education.
Investor Functions
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