RMA® Certification
The Retirement Management Advisor® (RMA®) certification represents the highest standard of excellence in retirement planning. It focuses on building custom retirement income plans to mitigate client risks and to master the retirement planning advisory process, all within the ever-changing regulatory environment. Using a combination of behavioral finance, industry research, and practitioner experience, the RMA program helps advisors better understand their clients’ mindset at retirement — as they shift from accumulating and investing assets to funding retirement income and managing the decumulation life stage, a critical planning requirement for all clients. The RMA certification course is available on-demand through the Investments & Wealth Institute and as a hybrid version through the Chicago Booth School of Business.
Retirement Management Advisor® (RMA®)
Most executive educational programs around retirement focus on helping you construct future retirement plans for your clients but lack any focus on helping those already in retirement. Our Retirement Management Advisor® program focuses on both, but, it takes it a step further and a lot deeper. The RMA® curriculum was designed to help advisors navigate ...
