What is a Retirement Management Advisor® (RMA®)?

The Retirement Management Advisor® (RMA®) designation is an advanced certification for advisors who want to mitigate clients’ risks and master the retirement planning advisory process, all within an increasingly fiduciary environment. The RMA® program teaches financial professionals to take a holistic approach to your retirement needs. Retirement Management Advisor® professionals look beyond managing investments or retirement products and take a multidisciplinary approach to develop a complete framework for your retirement plan. Only an elite few advisors hold the prestigious, advanced RMA® certification, which is delivered by the Investments & Wealth Institute®.