MYCPE ONE

Retirement Management Advisor (RMA) Continuing Education (CE) Requirements

Know Your Requirement

Overview

Last Reviewed on: 13 Mar, 2026

CE Requirements

Complete 40 CE hours during each 2-year renewal period.

License Renewal Period

Renew the certification every 2 years.

CE Reporting Cycle

The Institute uses an individual 2-year renewal cycle tied to your personal renewal date shown in the My Renewal Requirements area of your dashboard.

Ethics Requirement

Complete 2 ethics hours during each 2-year renewal period.

Carry Over Credits

IWI allows up to 10 CE hours earned in the final 6 months to carry forward.

Subject Area Restriction

At least 1 hour must be tax or regulatory content.

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compliance requirements

Simplifying Regulations for 2026

CE Requirement

Complete 40 CE hours every 2 years.

Ethics Requirement

2 of the 40 hours must be in ethics.

Initial CE Hours

The reviewed official renewal pages do not publish a separate proration rule for newly certified RMA holders. Follow the personal renewal deadline shown in your dashboard after certification.

Subject Areas

Accepted RMA topics include client diagnostics, retirement lifecycle, retirement management and allocations, retirement risks, retirement income, comprehensive retirement planning, Social Security and Medicare, healthcare planning, withdrawal strategies, and tax-efficiency in retirement. Click here for more information.

Learning Modes

All CE can be completed through self-study programs.

Eligible Learning Activities

Eligible options include Institute courses, certificates, webinars, conferences, publication quizzes, Annual Conference Committee service up to 20 CE hours, Sponsored CE from registered CE Sponsors, and qualifying self-reported CE from other providers.

CE Deadline

Complete and report CE by your individual renewal deadline shown in your dashboard. The Institute begins sending reminders 6 months before that date.

Fast Track CE

Our Fast Track Retirement Management Advisor (RMA) CE packages are expertly curated bundles that meet Retirement Management Advisor professionals' exact continuing education requirements. Save significant time selecting individual courses by choosing our comprehensive packages that cover all your CE needs. View more

Reporting Period

Your reporting period is your personal 2-year renewal cycle rather than a fixed calendar year.

License Renewal

Renew the RMA certification every two years by submitting the renewal fee and completing the compliance requirement by your personal renewal deadline. If you do not meet the deadline, your certification becomes "not licensed" the next business day, and relinquishment follows if the deficiency remains after one additional week.

Carry Over Credits

You can carry forward up to 10 hours of credit earned in the final six months of your current cycle.

Record Retention

Keep records in your personal files and be ready to provide proof of completion, content, and clock time within 30 days if selected for audit.

Renewal Fees

The certification renewal fee is $995 for 2 additional years. Click here.

Do MYCPE ONE Courses Qualify for Retirement Management Advisor (RMA)? Yes*

Investments & Wealth Institute accepts Institute CE, Sponsored CE from registered CE sponsors, and eligible self-reported CE from other independent providers. MY-CPE LLC appears on the Institute's official CE provider list, so MYCPE ONE courses can generally qualify when the specific activity matches approved topic areas, satisfies the 50-minute minimum, and is documented properly.

MYCPE ONE specializes in various learning formats, including:

  • Group Internet-Based
  • QAS Self-Study

You can verify our provider listing under MY-CPE LLC on the Institute's official CE Providers list. For convenient access to our courses, Click here to explore the MYCPE ONE course catalog. We offer an all-inclusive subscription model, similar to Netflix, where a single subscription gives you access to the most extensive online course catalog. Plus, our subscription rates are 60% lower than those of other platforms. Subscribe today.

Contact Information for Investments & Wealth Institute

Investments & Wealth Institute
5619 DTC Parkway, Suite 600
Greenwood Village, CO 80111
Telephone: +1 (303) 770-3377
Fax: +1 (303) 770-1812
Email: customercare@i-w.org
Website: Visit site

We Review CE Compliance Requirements Every Twelve Months

At MYCPE ONE, we are committed to providing professionals across all designations with the most accurate and up-to-date continuing education information. Our team reviews and updates the CE requirement information for Retirement Management Advisor (RMA) every twelve months to reflect the latest standards and policies set by the Investments & Wealth Institute.

While we work diligently to ensure accuracy, we encourage professionals to confirm the requirements directly with their respective boards or credentialing authorities through the official links provided here.

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Retirement Management Advisor (RMA) CE Compliance

All-in-one package to fast-track your Retirement Management Advisor (RMA) compliance, saving time and effort.

Frequently Asked Questions

RMA certificants must complete 40 CE hours during each 2-year renewal period.

Yes. The 40-hour requirement must include 2 ethics hours.

Yes. The renewal requirement must also include 1 tax or regulatory hour.

The certification is renewed every 2 years.

The Institute uses an individual 2-year renewal cycle tied to your personal renewal date shown in the dashboard.

Accepted topics include client diagnostics, retirement lifecycle, retirement income, Social Security and Medicare, healthcare planning, withdrawal strategies, retirement product landscape, and tax efficiency in retirement.

Official examples include courses, certificates, webinars, conferences and events, publication quizzes, Sponsored CE from registered CE Sponsors, and qualifying self-reported CE from independent providers.

Yes. Each CE activity must be at least 50 minutes long.

Yes. CE earned through other independent providers may be self-reported through the dashboard and may be subject to a reporting fee and audit.

Yes. Approved CE hours apply across all active CIMA, CPWA, and RMA certifications, so they do not need to be completed separately.

IWI allows up to 10 hours of credits that are earned in the final 6 months to be carried forward.

The certification renewal fee is $995 for 2 additional years and includes a complimentary membership.

If selected for audit, you must provide documentation showing proof of completion, content, and clock time within 30 days. Institute-provided CE is not subject to audit.