RMA-certified advisers possess specialized expertise in managing retirement investments, generating sustainable retirement income, mitigating key retirement risks,
and improving retirement outcomes with greater precision and confidence for their clients.
Through a rigorous, research-backed, and practice-proven curriculum, they learn to apply scientific methodologies and optimization frameworks to develop personalized, practical strategies that enhance clients’ financial security, peace of mind, and overall quality of life throughout retirement.
The author attends the in-class RMA Executuve Education program and examination at
the University of Chicago
Booth Business School, after months of online study of the curriculum.
The author receives the RMA certification awarded by
the University of Chicago
Booth School of Business and the Investments & Wealth Institute
(IWI).
Founded in 1985,
the IWI
(Investments & Wealth Institute) offers three prestigious certification programs which are highly regarded in the investment industry:
Certified Investment Management Analyst®
(CIMA®):
A CIMA certified professional is a wealth management professional who can integrate a complex body of investment knowledge and ethically contribute to sensible investment decisions by providing objective advice and guidance to individual investors.
Certified Private Wealth Advisor®
(CPWA®):
CPWA certified professionals holistically assess and responsibly implement a multidisciplinary financial plan that considers the particular concerns of clients with a minimum net worth of $5 million.
CPWA certified advisors are seasoned professionals who serve high-net-worth clients. Their advanced knowledge of the wealth lifecycle (accumulation, preservation and distribution) allows them to advise their clients on specific strategies to minimize taxes, monetize and protect assets, maximize growth, and transfer wealth.
Retirement Management Advisor®
(RMA®):
RMA certified professionals bring the critical issues of retirement into focus for their clients. They build custom retirement plans to mitigate their clients’ risks and help them thrive throughout the retirement lifecycle.
