The premier source for investment and wealth management education and certifications.
$601M

The average team AUM for Institute- certified advisors.

93.5%

of Institute-certified advisors rate their certification as highly valuable.

83%

of clients say an advisor’s professional designations are important when choosing a new advisor.

We help advisors build deeper expertise, earn respected credentials, and deliver better outcomes for sophisticated clients.


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Explore Our Certifications

Whether your focus is investment management, private wealth, or retirement planning, our certifications equip you with practical expertise and respected credentials that drive better client outcomes. Explore the Certified Investment Management Analyst® (CIMA®), Certified Private Wealth Advisor® (CPWA®), and Retirement Management Advisor® (RMA®) certifications.

Certified Investment Management Analyst®

Advanced investment management certification for financial advisors and consultants.

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Certified Private Wealth Advisor®

Advanced wealth management certification for advisors serving high-net-worth clients.

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Retirement Management Advisor®

Retirement income planning certification for financial advisors.

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How We Support Advisors at Every Stage of Their Careers

Our goal is simple: help advisors develop the advanced skills required to serve high-net-worth clients with confidence and credibility. Through professional membership, advanced education, industry events, and trusted resources, we give advisors clear paths to deeper expertise, stronger client relationships, and meaningful career momentum.

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Access award-winning publications, research, blogs, and podcasts.

Earn a Certification→

Build advanced expertise with a certification respected across the industry.

Advance your learning→

Strengthen your skills with on-demand, practitioner-led courses in the Academy.

Become a member→

Join a community of advanced practitioners with ongoing access to research, continuing education, and events.

Attend Experience→

Connect with peers at Experience, our flagship member event, designed for advanced learning, meaningful connection, and real-world application.

Build an Advisory Team Equipped for Every Stage of the Client Lifecycle

CIMA®, CPWA®, and RMA® equip your team to support clients across the full financial journey — from asset growth and complex wealth structuring to retirement income and security. Each certification develops distinct, complementary expertise, enabling advisors to strengthen their individual roles while building a more capable, well-rounded team.

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Resource Library

Browse our award-winning publications, articles, podcasts, and more. 

Blogs

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Events

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Publications

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