Candidates can either attend a two-day, in-person, executive education capstone event or earn their RMA certification completely online with the new RMA Capstone On-Demand.
The capstone takes concepts from Level One, puts them in the context of timely real-world developments affecting the retirement landscape, and helps attendees master the tools to successfully address these issues with clients.
The RMA Capstone On-Demand has been approved for 15.5 hours of CE credit, including 1 hour of ethics and 2 hours of taxes, for CIMA®, CPWA®, and RMA®
certifications, and 14.5 hours of CFP® certification CE.
CE for in-person Capstone classes is typically 15 hours of CE credit for CIMA®, CPWA®, and RMA® certifications, and CFP® certification CE, pending approval.
Three RMA Capstone options are currently available:
- RMA Capstone On-Demand
- December 7–8, 2020 in Hollywood, FL
- April 25-28, 2021 in Seattle, WA