myCPE
myCPE

All Courses, One Price. Unlimited Access and Many Benefits.

Subscribe $199

April Accelerate Sale 2024 : 67% Savings on Subscription. Offer Ends Soon! April Accelerate Sale 2024 :
67% Savings on Subscription. Offer Ends Soon!
00hrs : 00min : 00sec

View Offer

CE Requirements for RMA Professionals

trustpilot rating
google rating
Continue Education For Qualification

CE credits for RETIREMENT MANAGEMENT ADVISOR (RMA)

The RETIREMENT MANAGEMENT ADVISOR (RMA) certification stands as the premier global program for professionals engaged in portfolio construction, including investment consultants, analysts, financial advisors, and wealth management experts. Renowned as the pinnacle of advanced investment education for advisors working directly with clients, RMA certification signifies the utmost level of proficiency in the field.

MY-CPE LLC is approved by the Investments & Wealth Institute (IWI) (Approval Number – 222714) dedicated to providing quality Continuing Professional Education (CPE) courses specifically tailored for the Retirement Management Advisor (RMA) designation. Our primary focus lies in offering superior quality continuing education that encompasses pertinent subject areas. Industry experts and specialists meticulously curate and review our CE courses. Each course is thoughtfully structured to guarantee alignment with your ongoing educational requisites.

RETIREMENT MANAGEMENT ADVISOR (RMA) CE REQUIREMENT OVERVIEW

CE Requirements
You must complete a minimum of 40 CE credits within a two-year certification period.
License Renewal Period
Renew your CE license every two years on the last day of the renewal month.
CE Reporting Cycle
The certification period starts on the first day of your effective license month and ends two years later on the last day of that same month. 
Ethics Requirement
2 hours of ethics requirements.
Carry-Over Credits
Up to 10 CE hours obtained beyond the 40-hour obligation in the final six months of a certification period can be transferred and applied to the subsequent two-year certification period.

CLICK HERE for further reference on CE regulations for RETIREMENT MANAGEMENT ADVISOR (RMA).

What are the CE Requirements for a RETIREMENT MANAGEMENT ADVISOR (RMA)?

A minimum of 40 hours is required during each two years, the certification period starts on the first day of your effective license month and ends two years later on the last day of that same month.

What is the Ethics Requirement for a RETIREMENT MANAGEMENT ADVISOR (RMA)?

There is a two-hour ethics requirement for a RETIREMENT MANAGEMENT ADVISOR (RMA).

What is the license renewal period for a RETIREMENT MANAGEMENT ADVISOR (RMA)?

The RETIREMENT MANAGEMENT ADVISOR (RMA) should renew their designation, every two years on the last day of the renewal month.

What is the CE reporting cycle for a RETIREMENT MANAGEMENT ADVISOR (RMA)?

The certification period begins on the first day of the month that your license becomes effective and expires on the last day of that month, two years later. 

CLICK HERE for further reference.

Need guidance with compliance requirements?

Speak with our Compliance Advisor

Book a Call

Individual Subscription

  • Unlimited Access to Continuing Education: Dive into our extensive library at your own pace without incurring any extra cost for your learning and compliance.
  • Top-Quality Courses: Our expert-led continuing education courses in 500+ subject areas with average 4.5* ratings. 
  • Flexibility: Learn anytime, anywhere, on any device.

$199/Annually

Save $20 on Auto Renewal

Team Subscription

  • Unlimited Team Access to Continuing Education: Enable your team to grow together meeting compliances through our top quality courses.
  • Admin Dashboard: Easily track progress, manage team Learning, and assign continuing education courses. 
  • Flexibility: Learn anytime, anywhere, on any device.

$199/Annually

RMA Packages

Frequently Asked Questions

The subjects covered in a continuing education activity should align with the content areas relevant to RETIREMENT MANAGEMENT ADVISOR (RMA). These content areas include:

TECHNICAL INVESTMENT MANAGEMENT

  • Global Capital Market History and Valuation
  • Applied Finance and Economics
  • Applied Statistics and Data Interpretation
  • Traditional and Alternative Investments
  • Portfolio Performance and Risk Measurements
  • Portfolio Theory
  • Individual and Institutional Investment Policies
  • Manager Selection
  • Investment Analysis and Recommendations
  • Investment Consulting Process (including client discovery, monitoring, and portfolio review)

WEALTH MANAGEMENT

  • Applied Behavioural Finance
  • Family Dynamics
  • Tax Strategies and Planning
  • Portfolio Management
  • Risk Management and Asset Protection
  • Business Entities and Closely Held Business
  • Executive Compensation Plans
  • Retirement Planning
  • Charitable Giving
  • Estate Planning and Wealth Transfer

GOVERNANCE AND REGULATIONS

  • Investments & Wealth Institute Code of Professional
  • Responsibility
  • Industry Ethics
  • Applicable Regulations; Compliance and legal implications

SUPPLEMENTAL

  • Building Your Business (if related to investment or wealth management)
  • Leadership Programs (if related to investment or wealth management)

CLICK HERE for further reference.

Starting from January 1, 2020, individuals holding certifications are obligated to allocate a minimum of one out of the 40 credit hours they accrue towards studies related to tax or regulatory subjects.

The following categories of qualifying activities and limits have been approved by the RMA and are acceptable for RMA credits:

  • In-house Courses
  • Seminars and Webinars
  • Conferences
  • College or University Courses
  • Teaching and Speaking Engagements

The qualifying learning activities for RETIREMENT MANAGEMENT ADVISOR (RMA) provided by myCPE are 

  • Live webinars, 
  • Self-Study, 
  • Podcasts,
  • Conferences, 
  • eBooks, and many more.

CLICK HERE for further reference.

A maximum of 10 CE hours earned more than the 40-hour requirement during the last six months of a certification period may be carried over to the next two-year certification period.

Failing to meet renewal requirements results in the loss of the right to use RMA marks. You'll receive a certified relinquishment letter.

A RETIREMENT MANAGEMENT ADVISOR (RMA) facing medical issues can request a Leave of Absence (LOA) by emailing recertification@i-w.org 30 days before renewal. LOA must be approved and is for reasons like personal illness, family emergencies, etc.

No, there is no retirement status. A RETIREMENT MANAGEMENT ADVISOR (RMA) can remain certified if they meet renewal requirements. They can request voluntary drop status if retiring.

Individuals pay a US $5/per credit hour fee to add third-party CE hours to their records.

CLICK HERE for further reference.

No, there's no fee for reporting programs completed through a registered CE Sponsor.

myCPE provides courses that are approved for continuing education credits by NASBA. Based on the guidelines issued by these boards regarding Continuing Education Requirements, we recommend the programs/ webinars be suitable for RMA designation holders. However, it will be the responsibility of each attendee to ensure that they are eligible for the Continuing Professional Education Credits based on their occupation/ job profile, knowledge requirements as well and guidelines laid down by their regulatory board before registering for the webinars.

CLICK HERE to view the IWI website for RMA professionals.

Subscribed
Aaron purchased a subscription.
Subscribed
Calah purchased a subscription.
Subscribed
Mark purchased a subscription.
Subscribed
Henry purchased a subscription.
Subscribed
Brian purchased a subscription.
Subscribed
judy purchased a subscription.
Subscribed
Brittney purchased a subscription.
Subscribed
Prateek purchased a subscription.
Subscribed
michael purchased a subscription.
Subscribed
motaz purchased a subscription.
Subscribed
Timothy purchased a subscription.
Subscribed
Mila purchased a subscription.
Subscribed
Nyasha purchased a subscription.
Subscribed
Aimee purchased a subscription.
Subscribed
Janet purchased a subscription.
Subscribed
Maria purchased a subscription.
Subscribed
Joseph purchased a subscription.
Subscribed
William purchased a subscription.
Subscribed
Jonathon purchased a subscription.
Subscribed
Ben purchased a subscription.
Subscribed
Richard purchased a subscription.
Subscribed
Chandra purchased a subscription.
Subscribed
Rebecca purchased a subscription.
Subscribed
Greg purchased a subscription.
Subscribed
Brian purchased a subscription.
Subscribed
Mark purchased a subscription.
Subscribed
Danielle purchased a subscription.
Subscribed
Patricia purchased a subscription.
Subscribed
mangala purchased a subscription.
Subscribed
Teresa purchased a subscription.
Subscribed
Paul purchased a subscription.
Subscribed
Brittany purchased a subscription.
Subscribed
Heather purchased a subscription.
Subscribed
Connor purchased a subscription.
Subscribed
Walker purchased a subscription.
Subscribed
Sara purchased a subscription.
Subscribed
Matt purchased a subscription.
Subscribed
Amanda purchased a subscription.
Subscribed
Jake purchased a subscription.
Subscribed
MARY purchased a subscription.
Subscribed
Rachel purchased a subscription.
Subscribed
yong purchased a subscription.
Subscribed
Mukta purchased a subscription.
Subscribed
Tim purchased a subscription.
Subscribed
Jaikrishna purchased a subscription.
Subscribed
Michael purchased a subscription.
Subscribed
Christi purchased a subscription.
Subscribed
Kevin purchased a subscription.
Subscribed
Dirk purchased a subscription.
Subscribed
Mariette purchased a subscription.
Subscribed
Rebekah purchased a subscription.
Subscribed
Klaudia purchased a subscription.
Subscribed
Olga purchased a subscription.
Subscribed
Helen purchased a subscription.
Subscribed
Tiffani purchased a subscription.
Subscribed
QUYNH purchased a subscription.
Subscribed
Sara purchased a subscription.
Subscribed
Renee purchased a subscription.
Subscribed
Jenn purchased a subscription.
Subscribed
David purchased a subscription.
Subscribed
ALEXANDER purchased a subscription.
Subscribed
Nadew purchased a subscription.
Subscribed
CORALEE M purchased a subscription.
Subscribed
Pam purchased a subscription.
Subscribed
SARAH purchased a subscription.
Subscribed
Derek purchased a subscription.
Subscribed
James purchased a subscription.
Subscribed
Kalgi purchased a subscription.
Subscribed
DEANDREA LEVIAS purchased a subscription.
Subscribed
Todd purchased a subscription.
Subscribed
Reiland purchased a subscription.
Subscribed
Beth purchased a subscription.
Subscribed
Leah purchased a subscription.
Subscribed
Abdullah purchased a subscription.
Subscribed
john purchased a subscription.
Subscribed
Kathryn purchased a subscription.
Subscribed
Celso purchased a subscription.
Subscribed
scott purchased a subscription.
Subscribed
Sheri purchased a subscription.
Subscribed
Renae purchased a subscription.
Subscribed
Eric purchased a subscription.
Subscribed
Jeannine purchased a subscription.
Subscribed
Vanessa purchased a subscription.
Subscribed
Tom purchased a subscription.
Subscribed
Lacy purchased a subscription.
Subscribed
Cao purchased a subscription.
Subscribed
Kannan Babu purchased a subscription.
Subscribed
Jenny purchased a subscription.
Subscribed
Julia purchased a subscription.
Subscribed
Henry purchased a subscription.
Subscribed
Joe purchased a subscription.
Subscribed
Mary purchased a subscription.
Subscribed
Tina purchased a subscription.
Subscribed
Manlin Kitty purchased a subscription.
Subscribed
jonique purchased a subscription.
Subscribed
Jackie purchased a subscription.
Subscribed
Martha purchased a subscription.
Subscribed
Brandon purchased a subscription.
Subscribed
THELMA purchased a subscription.
Subscribed
Steven purchased a subscription.