WHAT IS A RMA®? Earning the Retirement Management Advisor® or RMA®, certification from Investments & Wealth Institute® means that a financial advisor has successfully completed a course of study designed to teach advisors sophisticated retirement management knowledge focused on building custom retirement income plans. Additionally, individuals have passed an exam, and must meet and continuously uphold a set of conduct and ethical standards, as well as completing 40 hours of continuing education training every 2 years.
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