Retirement Management Advisor (RMA)
| Designation Essentials | |
|---|---|
| Status | Currently offered and recognized by the issuing organization. |
| Issuing Organization | Investments & Wealth Institute |
| Qualification and Training Requirements | |
| Prerequisites | Financial services professionals with three years relevant experience or acceptable designations (CIMA®, CPWA®, CFP®, CFA®, ChFC, RICP) who adhere to the Institute's Code of Professional Responsibility. |
| Designation Training Requirements |
|
| Designation Exam Type | Online multiple choice exam |
| Continuing Education Requirements | 20 hours annually |
| Verification and Complaints | |
| Online Designation Resource | Online at Find a Certified Professional. |
| Investor Complaint Process | In writing and mailed. See Report a Complaint. |
| Published List of Disciplined Designees | Yes. Online at Public Disciplinary Actions. |
