RIIA® believes the DOL Fiduciary Rule validates our focus of eleven years (and counting) on developing retirement planning competence for all advisers in all distribution channels.
The 2016 Practice Manual for Retirement Management Analyst® (RMA®) Certificate Holders and Compliance Officers provides an overview of the curriculum and answers key questions raised by compliance departments evaluating the program. Hard copy is available on Amazon for $50, or, as a benefit to RIIA members and RMA graduates, the pdf is available for free in the Members Area. Log in at www.riia-usa.org and select the “rma” tab.
With this extended availability of the Manual and the growing number of active RMA graduates, many companies have placed the RMA designation on their approved list. Is your company on the list?
Have more questions about the RMA program or have it approved but not showing on the list? Contact Francois Gadenne, Executive Director, at fg@riia-usa.org.