1 Submit the certification program application and pass a comprehensive background check
Submission of an application will result in a background check conducted by Investments & Wealth Institute staff. Within ten business days, prospective candidates will be notified of official acceptance into the program.
Members: US$600—includes application fee, background check, and initial attempt at the Certification Exam
Nonmembers: US$995—includes one year of Institute membership, application fee, background check, and initial attempt at the Certification Exam
2 Complete an executive education program through one of the Institute’s registered education providers
Candidates can enroll in an education program offered by one of the approved Registered Education Providers listed below once their application is accepted.
- The University of Chicago Booth School of Business
- The Wharton School, University of Pennsylvania
- Yale School of Management
- Investment Management Research Program – Australia
3 Pass a comprehensive Certification Exam at an approved testing center
The Certification Exam is a 5 hour, computer-based examination administered at local Pearson VUE testing centers.
A number of independent providers offer online and in-person study resources to help candidates prepare for the Certification Exam.
To successfully prepare for the Certification Examination, the recommended study time during the self-study timeframe is 10-15 hours per week. Successful candidates report studying a total of 150 hours.
4 Pass a second background check, provide compliance disclosure, complete license agreement, and pay initial certification fee
Once Investments & Wealth Institute receives successful exam results from the testing center, candidates will receive an email to complete three final steps.