Candidates for the Retirement Management Analyst (RMA®) examination are accepted on the basis of prior education, experience, and ethics requirements. The RMA designation is an advanced designation focused specifically on the issues of retirement income planning and retirement management. It is assumed that candidates already have a solid understanding of basic retirement planning and investment principles.
RMA candidates have demonstrated knowledge and experience in their practical application. We look for at least three or more years experience as a financial advisor working with clients on retirement and non-retirement portfolios, or comparable experience in the financial services industry directly involved in the retirement and investments business. Holding various FINRA registrations, e.g. series 7, 24, 63, 65, or 66, as well as other designations, e.g. CFA, CFP, will all be considered as evidence of prerequisite knowledge.
If unsure if you meet the above requirements, contact Francois Gadenne, Advisor Education Director.
RMA candidates are required to:
- Complete the RMA application and certify that the information in the application is accurate
- Agree to the RIIA® Code of Conduct and that they have not been fined or sanctioned from practicing in the financial services field by any state or federal government or regulatory authority, or by any industry self-regulatory body or by any employer.
- The RMA candidate application must be approved by RIIA before a student who passed an approved course of study can take RIIA’s exams.