Investments & Wealth Institute Membership
Compare Membership Tiers
When you pursue or hold a Certified Investment Management Analyst® (CIMA®), Certified Private Wealth Advisor® (CPWA®), or Retirement Management Advisor® (RMA®) certification, membership at the Investments & Wealth Institute is included, with optional upgrades to higher tiers for expanded benefits.
Included with active certification candidacy Member $395 Two-Year Membership |
$495 Two-Year Membership | Most Comprehensive Elite $795 Two-Year Membership | |
|---|---|---|---|
| Learning & Professional Development | |||
Monthly Member-Exclusive Education New CE content monthly, including Visual Insights and member-only webinars. |  | |  |
Print Editions of Our Award-Winning Publications & Research Printed copies of Investments & Wealth Review mailed quarterly. | | | |
On-Demand Education Complimentary access to advanced courses, with viewing hours based on membership tier. | 100+ hours | 200+ hours | |
Advanced Certificate Programs Complimentary access to all seven certificate programs, including Private Wealth Essentials, Investment Management Essentials, and Retirement Management Essentials—a combined value of $6,965. | | ||
Waived Fees for Self-Reported CE Report CE earned through external providers without paying an upload fee. | | | |
Print subscription to Barron’s magazine Mailed print editions of Barron’s, one of the industry’s leading publications. | | ||
| Events | |||
Registration Discount Reduced registration pricing for Experience, our member conference series focused on advanced education and connection. | 25% | 40% | |
VIP Perks Special benefits at our Experience conference series, which may include exclusive spaces, curated gifts, or other unique perks. | | ||
| Professional Visibility & Client Tools | |||
InvestmentHelp.org Advisor Listing A directory listing on InvestmentHelp.org that helps prospective clients find you, with Enhanced profiles offering additional details and multimedia such as photos and videos. | Standard | Enhanced Listing | Enhanced Listing |
Client-Facing Certification Brochures Complimentary client brochures that help communicate the value of your Institute certifications | 25 | 50 | |
Joseph Stone, CIMA®
“The Investments & Wealth Institute has enabled me to stay at the top of my game with unmatched education support.”
Kathleen Adams, CPWA®
“The institute has been the leader in trends, education, and overall incredible content since I joined at least 10 years ago.”
Kevin Barry , CIMA®, CPWA®
“I appreciate the Investments & Wealth Institute’s ongoing commitment to further advisors' skill sets post certification exam.”
Chad Hauser, CIMA®, CPWA®, RMA®, ChFC, CRPC, APMA
“I enjoy being a member of the Investments & Wealth Institute because it provides me with access to a wealth of resources, tools, and knowledge to help me in my career.”
Kaon Nelson, CPWA®, CFP®, AAMS®, AIF®
“I really enjoy having a community of other credentialed professionals to turn to. Further, given all that the institute embodies, I like being affiliated with an organization which holds its' members to very high standards of excellence!”
Kristen Koch , CIMA®
“I am incredibly grateful to the Institute for opening doors for me and providing valuable opportunities that have shaped my career. The support and resources offered by the Institute have been instrumental in my success, and I continue to encourage my colleagues to participate in all that the organization has to offer.”
Eric Kala, CIMA®, CPWA®, RMA®, CFP®, AEP, CLU, ChFC, CRPS
“I like that the Institute seems to never be static or okay with the way things have always been done. The advanced educational opportunities, top-notch content at in-person meetings, as well as online content makes the Institute a must for any serious advisor.”
Samuel Ogbonna, CPWA®, CFP®
“The Institute provides resources and networks solely for the benefit of the high-net-worth advisor. The institute is my go-to hub for knowledge and understanding for my practice.”
Andrew Lill, CIMA®
“One of the best things I have done professionally.”
Jennifer Mulrooney, CIMA®, CRPS®, AIF®, RPA
“These resources help members stay current on industry trends and enhance their professional knowledge and skills.”
Daniel Gao, CIMA®, CFP®, Scrum, PMP
“Access to a central repository of industry trends, insights, educational resources, and a network of experts and colleagues.”
Tomas Geoghegan, CPWA®, CIMA®, RMA®
“The Institute’s events and resources have kept me informed in an evolving industry and connected me with a community of forward-thinking professionals. The knowledge and connections I’ve gained have been essential to my professional growth, and I’m grateful for the impact the Institute has had on my ability to serve clients effectively.”
Craig Vassell, CIMA®, CFA Certificate in ESG Investing
“I really appreciate the opportunities for continuing education, conferences/seminars, and other events for networking and collaboration amongst other practitioners and investment managers.”
Radene Gordon-Beck, CIMA®, CPWA®, RMA®, MBA
“I like being part of an organization that encompasses such a broad spectrum of individuals in the financial industry.”
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