Retirement Management Analyst Designation


Presented by

The Retirement Income Industry Association (RIIAsm)


Monday - Friday, July 14 - 18, 2014

8:30 am - 4:30 pm 

Register NOW!


The retirement management analyst designation is a rigorous educational and ethics training curriculum that teaches financial advisors the Retirement Income Industry Association’s (RIIAsm) advisory process. The RMAsm designation is focused specifically on key concepts and practical applications of retirement income planning and management, as well as the construction of portfolios to support retirement income. It does not cover the basics of retirement rules (IRAs, employer plans, etc.) or investments and other retirement income products and services that are covered in many other traditional venues.

Based on the on-going work of RIIA’s education committee, the primary goal is to clarify the role that financial advisors and their clients play in the creation of retirement income.

The new evening program will be based on RIIA’s RMA Body of Knowledge. The RMABOK and curriculum include the diversity of perspectives from across every “silo” in the financial industry including insurance, investment, advisory, public policy, and academic worlds. Learn more!

Purchase Textbook or Compliance Manual here: The RMA exam (optional/additional fee) will be administered on the final day of class.

In addition to the RMABOK, students will receive an additional text and workbook. Our principal instructor is Francois Gadenne, chairman and executive director, Retirement Income industry Association. In addition, there will be expert faculty, made up of RIIA members as well as guest speakers; specialists in various topics. The RMA exam (optional/additional fee) will be administered on the final day of class. 

Course Cost:  $1,599