Retirement Income Industry Association

The View Across The Silos

Manual for Compliance Officers

Retirement Management Analyst® Designation

Created to Help Financial Advisors Achieve the
Highest Level of Success in Providing
Retirement Income Solutions

The cutting edge RMA® designation is a rigorous educational and ethics training curriculum that focuses on building the retirement plan to mitigate risks and mastering the advisory process.

Manual for Compliance Officers & FAQ

With the 5th Edition of the RMA® Curriculum, the Manual is no longer provided as a free download.

The print version of the Manual is available on Amazon ($50).

Practice Manual for Retirement Management Analyst® (RMA) Certificate Holders and Compliance Officers

View Table of Content.

Printable Version of the RMA® Code of Ethics and Professional Responsibility.