Retirement Management Analyst® (RMA®) – Keeping Your Certification Up To Date

Now that you’re an RMA (or if you’re thinking about joining this select group), how do you make sure your certification remains valid and in good standing with RIIA®? It’s easy!

Once a year, on the anniversary of your initial certification, submit a short summary of the CE activities you completed during the year. You’ll find the form and other details on the RIIA website –, under the tab “Become an RMA”. Complete the form, submit with your annual dues (which include RIIA membership), and you can continue to use the RMA designation. It’s that simple.

Here’s how to keep it simple: During the year, track your CE-approved activities. These include attending webinars (live or replay), peer reviewing Retirement Management Journal® (RMJ®) articles, attending the annual conference (RIIA’s 2016 Summer Conference is July 18th & 19th), and other RIIA-specific activities. In addition, some CE activities for other certifications such as CFP or CFA, can also provide you credit. You’ll need to review those in advance with Francois Gadenne, [email protected].

Join us at RIIA’s 2016 Summer Conference & RMA Master Bootcamp at Salem State University the week of July 18 and earn up to 8 CFP CE credits plus up to 8 RMA CE credits for attending the two day conference (be sure to sign in). Attend the RMA pre-conference meeting and add 2 more RMA CE credits. Attend the Master RMA Bootcamp and receive 12 additional RMA credits

Attending the online RMA class through Salem State University is an excellent refresher and provides you with CE’s to cover you for two years (you’ll still need to pay the annual fee). The next RMA class begins September 28th through Salem State University’s online program.

More questions? Contact Francois Gadenne, [email protected].

Post a Comment