Retirement Management Advisor (RMA) Certification—Hybrid

This multidisciplinary program addresses the complexities of retirement planning.

Differentiate your retirement advising practice with elevated capabilities and specialized knowledge through the RMA® certification.

In today’s economic climate, persistent inflation and volatility in both stock and bond markets put increasing pressure on retirees and those preparing for retirement. Clients are looking for more effective strategies to manage today’s risks—and prepare for those of tomorrow.

The Retirement Management Advisor® (RMA®) designation is designed to address the complexities of retirement planning beyond simple asset accumulation.

Part I: On-Demand Supporting Video Presentations

Part II: Live Capstone Session at Chicago Booth

Part III: RMA Retirement Income Process

Part IV: Assessing Retirement Readiness

Part V: Key Retirement Planning Decisions

With a comprehensive, multidisciplinary approach, the RMA® program empowers financial advisors to:

This program is ideal for financial advisors working with clients approaching retirement. It is well-suited for professionals across various financial disciplines, including wealth managers, financial planners, investment consultants, and retirement specialists. Additionally, it benefits family-office professionals, trust and estate advisors, and tax specialists who aim to provide comprehensive financial guidance to clients in or near their retirement years.