Retirement Management Advisor Course

Retirement Management Advisor Course - Path to Certification

Member: $2,495

Professionals have the choice of registering for just the Retirement Management Advisor Online Course on its own or for the Retirement Management Advisor bundled pathway to certification which includes access to all three levels of the program.

Credit Information 25

Tag(s) Investments, Wealth, Retirement, Certificate Program

Description

The components of the program are as follows:

RMA Level I: Retirement Management Advisor Online Course offered online, on-demand, this course provides a comprehensive, unified text of RMA readings, recorded lectures, video insight from industry leaders, and much more.
RMA Level II: Retirement Management Advisor Education Capstone as a two-day, in-person event offered in an executive education format. Presented at the Institute’s Annual Conference Experience–ACE (May) and at the Retirement Management Forum (December). This Capstone provides a deeper application of knowledge and skills learned in the RMA online course facilitated by leading Ivy League academics, as well as experienced practitioners. Please note that tuition for the two-day, in-person capstone does not include flights, accommodations or adjoining conference fees.
RMA Level III: Retirement Management Advisor Exam can be completed after successful completion of the Retirement Advisor Online Course and the Retirement Management Advisor Education Capstone. The examination will be offered through the Institute’s Online Learning Center in 2018 and through an independent testing center (to be announced) in 2019.