Speak to Certifications Program Manager, Stephanie Confer.
Introducing the RMA® Program with Chicago Booth
The Investments & Wealth Institute is proud to partner with the Chicago Booth Executive Education Team to deliver the new RMA® certification education program.
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Have questions about the new RMA® Program?
We’re here to help.
What to Expect from the New RMA® Program with Chicago Booth
Expanded Content and Refreshed Curriculum
Self-Study Modules and On-Demand Instruction
Live Online Open Office Sessions
New Tools and Resources
Curriculum Reviews and Exam Prep
Live in-person Special Capstone at Chicago Booth in Fall 2024
Onsite RMA® Certification Exam
Program Outline
RMA Self-Study Modules
On-Demand Readings
Recorded Lectures
Quizzes and Activities
Worksheets and Tools
Financial Calculator
Case Studies
On-Demand Supporting Video Presentations:
16-plus hours of online Expert Instruction
Concept Application and Analysis
Case Study
Curriculum Review Sessions
Live Capstone:
Capstone at Chicago Booth Fall 2024
Final Step of Your Program
In-Person Proctored Exam at Chicago Booth
115 multiple-choice questions
3 hours for exam
Finish Line!
Impactful Self-Study Resources from The Investments & Wealth Academy
Candidates receive access to meaningful certification resources in the Investments & Wealth Academy; including Self-Study Modules, On-Demand Curriculum, Videos and Certification Exam Preparation.
Login to the Investments & Wealth Academy2024 Chicago Booth Program Schedule
Milestone Date | |
|---|---|
Registration Open | January - April 2024 |
Registration Deadline | April 30, 2024 |
Orientation Webinar | April 30, 2024 |
RMA Online Self-Study Modules Availability | May - September 2024 |
Live In-Person Education | October 9 - 10, 2024 Day 1 - Full Day of Education Day 2 - Half Day of Education |
In-Person RMA Certification Exam | Afternoon of Day 2 includes 3-hour exam |
Program Pricing
$3,495 | Full Program Tuition
*Hotel and Transportation not included
**Optional Printed Binders Available: Approximately $195 plus shipping
Reserve Your Spot
Apply Now"The RMA certification program is very relevant to where the business is heading. Retirement outcomes and income segmentation will be critical to the success of financial advisors moving forward."
Ryan Bettencourt, RMA®
Franklin Templeton
Resources to Support Your RMA® Certification Journey
BROCHUREMake your case to peers and employers.
CANDIDATE HANDBOOKAll-in-one reference to the RMA certification program.
RMA® EXAM & CURRICULUM OVERVIEWAt-a-glance coursework outline and what to expect at exam time.
SCHOLARSHIPSLearn about financial assistance for RMA candidates from underrepresented communities.
Still Have Questions?
Reach out to our Program Contacts and get the answers you need.