RMA — IWI Retirement Management Advisor
IntermediateActiveGrowing
- Issuer
- Investments & Wealth Institute
- Industry
- Finance & Accounting
- Domain
- Wealth Management & Financial Planning
- Level
- Intermediate
- Exam fee
- Price not published by IWI (programme fee covers education, materials and first exam; retake USD 395 non-member / USD 295 member)
Prerequisites & eligibility
Experience: Three years verified financial-services experience, background check, and completion of the executive education programme
Training: required
Renewal & maintenance
Valid for 2 years, 40 CE credits per cycle. Renew by ce.
40 CE hours (incl. 2 ethics and 1 tax/regulation) every two years plus renewal fee
Recognition
IWI's retirement income specialist designation alongside CIMA and CPWA.