Premier Online Learning from the Investments & Wealth Institute

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The financial advice profession never stands still—and neither should you.

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Premier Education | Practical Application

The Investments & Wealth Academy is your one-stop-shop for premier certificate programs, short courses, microcourses, webinars, and more to stay on track with your CIMA®, CPWA®, RMA®, and CFP® continuing education (CE) requirements.

Featured Courses

With premier education programs delivered by the Investments & Wealth Institute, you have the building blocks to elevate, achieve, and thrive—throughout your career.

Private Markets for Advisors

15 CE HOURS

This assessment-based certificate program provides advisors with the knowledge, skills, and capabilities to enhance portfolio-return potential through private market exposure. This course is designed for professionals who wish to learn valuable best practices to implement alternative strategies into their practice.


Using BeFi to Build Trust and Manage Investor Behavior

5 CE Hours

To build high-trust client relationships, the demonstration of one’s technical skills is nowhere near enough. This is because the demonstrated ability of the advisor is about the past. Yet, the decision to trust is primarily about the future – what the advisor will do next.


Using BeFi to Build Trust and Manage Investor Behavior financial advisor course

Advice and Planning

1 CE HOUR

This course will cover the four-step financial planning process and will touch upon the concept of advice engagement, highlighting strategies for fostering more meaningful conversations and delivering advice in a more effective manner.


Flexible Online Learning Opportunities for Busy Financial Advisory Professionals

Learn What You Need, The Way You Need It

Certificate Programs (15 hours)

Take a deep dive into specialized knowledge and skill sets across some of the most in-demand areas of financial and retirement planning and investment and wealth management.

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Short Courses (5 hours)

Gain deep understanding and demonstrate core capabilities in these multi-part, topical courses.

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Microcourses (1 hour)

Get need-to-know information you can use right now in these engaging, interactive sessions

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On-Demand CE and Best of Bundles (1-5 hours)

Get expert perspectives on timely topics—at your convenience—in these select, recorded presentations

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Looking for the Complete Picture?

IWI offers educational and development programs across a range of outlets, from podcasts and publications to webinars, courses, conferences, and advanced certifications.

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Education Opportunities For All Learning Preferences

Educational Webinars

Live webinars offer opportunities to level up your knowledge on topics that matter to your financial services clients right now.

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Conferences

In person or virtual, IWI conferences and forums are a chance to understand critical issues through a world-class combination of content, education, and networking.

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Need a Custom Learning Solution for Your Team?

We help organizations like yours create custom learning programs that empower your investment advising, retirement planning, and wealth management teams with real-world strategies for boardrooms, businesses, and clients.

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Education Partners

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Interested in Becoming a CE Provider?

When you sponsor pre-approved continuing education programs through Investments & Wealth Academy, your experts and thought leaders connect directly with the highest caliber investment, retirement, and wealth advising professionals in the industry.

Learn About Becoming an IWI CE Provider
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