Videos

Learn With our Professionals  

InvestmentHelp.org features informative, educational videos for investors from Certified Investment Management Analyst® (CIMA®) and Certified Private Wealth Advisor® (CPWA®) credentialed Investments & Wealth Institute members.

Find an Advisor That's Right for You

As an investor, what should you look for when choosing an advisor? Watch Jeffrey Lieberman, CIMA®, CPWA®, CFP®, to learn what investors should look for when choosing an advisor to meet their needs.


 

Do Good With Your Wealth

Watch Tricia M. Hollander, CIMA®, CPWA®, CFP®, explain the basic questions investors must consider when defining what it means to do good with their wealth.



Build Your Legacy

Watch Tricia M. Hollander, CIMA®, CPWA®, CFP®, explain how investors can work with an advisor to begin planning out their legacy.