The Retirement Management Advisor℠  (RMA℠ ) designation has a new home!  Welcome to the Investments & Wealth Institute™, formerly IMCA.  We are pleased to announce our acquisition of the RMA designation along with other RIIA educational assets and look forward to supporting you.

The Investments & Wealth Institute’s board of 13 directors, our 140-plus volunteers, and 40 professional staff are committed to bringing you the best in investment and wealth management credentials, world class education, and the latest on industry trends. Whether you are interested in our industry-leading events and conferences, pursuing advanced certifications, or fine-tuning your skills in one of our specialized professional development programs, the Investments & Wealth Institute provides members:

  • Best-in-class certifications
  • Premier quality education
  • Exceptional live events
  • Specialized online learning
  • Insightful publications
  • Library of online resources
  • Elite community of peers

We hope that you will take some time to not only learn more about the acquisition via this news release, but will also visit our website to learn more about the Investments & Wealth Institute.

To help answer any questions you may have during this transition, we’ve prepared some FAQs to answer your questions. Mary Corbin from the Institute’s staff is available to answer any of your questions and can be reached at 303-850-3084 to Mary’s number or by email at [email protected].

The expectation for advanced knowledge and professionalism in the industry is rising, and the Institute is here to meet that growing need. Welcome to the new Investments & Wealth Institute.

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