Certification: Retirement Management Advisor (RMA)

5619 DTC Parkway, Ste. 500 Greenwood Village, CO 80111

The Retirement Management Advisor©©(RMA©) professional certification is designed for advisors who want to manage retirement income with greater precision and confidence. Tailored for advisors working with clients nearing retirement or already retired, the RMA© provides a structured, process-driven approach to addressing the complexities of retirement income planning.
More information about this certification

More than two years of education or training after high school required?
No
More than two years of work experience required?
No
Oral or Written Exam Required?
Yes
Renewal Required?
Every 2 Year(s)
Renew through Continuing Educational Units(CEU)?
Yes
Renew through Re-Examination?
No
Renew through Continuing Professional Development(CPD)?
No
Does applicant have choice of at least two options from above for renewal (CEU, CPD, or exam)?
No

Core

  1. The certification does not have a minimum education level or has an education level below a two-year Associates of Arts or Associates of Sciences degree and the certification does not have a minimum requirement for work experience or requires two or less years of work experience.
  2. The certification has an education level of an Associates of Arts or Associates of Sciences degree or higher, but has a work experience requirement of less than 2 years of work experience.
  3. The certification has a work experience requirement of more than 2 years but does not require a two-year Associates of Arts or Associates of Sciences degree.

  • This certification is accredited by the American National Standards Institute (ANSI).