Investments & Wealth Institute Membership

Introducing The Visual Insights Series

IWI is proud to announce a new membership benefit offering exclusive access to concise, interactive financial strategies.

Learn More About the Visual Insights Series→Join, Renew, or Upgrade→

The Value of IWI Membership: Maximize the Impact of Your Certification

Investments & Wealth Institute is your home for career advancement, expert insights, and community for financial advisors, investment professionals and wealth managers.

And that’s just the beginning.

The value of membership grows as you connect with academic experts, industry innovators, retirement specialists and your peers—seasoned professionals who exemplify the highest standards of integrity and ethical service to their clients, their firms, and their industry.

Did You Know?

Your Membership Just Got an Upgrade

IWI is proud to announce brand new benefits for our members. These new membership tiers are designed to offer advisors multiple pathways and powerful tools as they journey towards that success.

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18000+

IWI members in 40 countries

12+

average years of experience

2

Industry-leading conferences

100s

of learning experiences

Further Expand Opportunity with Signature and Elite Membership

IWI membership opens the door to a world of valuable and impactful tools and resources.  Signature and Elite Membership levels elevate this value so you can further elevate your career.

Get Full Membership Details and Pricing→

Preferred pricing for conferences and continuing education

Simplify certification renewals with low or no-cost CE courses and reporting. And get preferred pricing for live and virtual events that educate, connect and inspire.

Premium profile and top listing on InvestmentHelp.org

Be easily found by clients searching for the services and expertise you offer and get complimentary marketing and promotional tools proven to increase the visibility of your business.

Access to premium sessions at IWI conferences

Get concierge service, preferred seating, and VIP access to speakers at in-person events.

Award-winning publications and research—in print and digital editions

Stay on top of the industry's latest innovations, thought leadership and research—all curated specifically for advanced-level investment, wealth, and retirement professionals.

Member Spotlight: Meet Your Peers in the Investment & Wealth Institute

Alex Ugge, CPWA®, RMA®, AEP®, ChFC®, RMA®, CEPA®

What do you like about being a member of the Institute?

I really enjoy reading the journals and whitepapers. In particular, I love to read the Investment & Wealth Monitor. I find the topics, articles, and research to be especially relevant and interesting.

What are your favorite podcast(s) you are listening to?:

Barron's Advisor, The Money Guy Show, Conversations for Financial Professionals.

Read the Full Spotlight and Past Features→

Do You Hold an IWI Certification? You’re Already a Member.

When you achieve your Certified Investment Management Analyst® (CIMA®), Certified Private Wealth Advisor® (CPWA®), or Retirement Management Advisor® (RMA®) certification, you also get Basic membership. Let us help you make the most of it.

Explore your benefits.

  • Promote your exceptional investment, wealth management, and retirement planning services on InvestmentHelp.org - our highly trafficked site for highly regarded advisors. Increase your credibility by using our digital certification marks.

  • Create impactful marketing materials with our easy-to-use templates and customizable brochures.

  • Keep up to date on evolving client needs and industry trends with IWI research studies.

  • Align with IWI guidelines and ethical standards for financial advisors.

CIMA® Resources→
CPWA® Resources →
RMA® Resources →

CIMA® Society Asia Pacific Members

This international community for Certified Investment Management Analysts® promotes the highest standards of knowledge and practice for investment and wealth professionals constructing sophisticated portfolios for individuals and institutions in Asia Pacific, including Australia, New Zealand, Singapore and Hong Kong.

Explore Benefits of Membership in the CIMA® Society Asia Pacific→

Are You Ready to Upgrade Your Investments & Wealth Institute Membership?

Current members can upgrade any time. Simply log in to your account, locate the My Institute Membership box, and select Upgrade. Your new benefits will be activated immediately.

If you upgrade during your certification renewal, your new benefits will be effective when your upcoming renewal cycle starts.

Upgrade→
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"Investments & Wealth Institute membership means being part of an organization within our industry of advisors and individuals who are working with clients and being part of an organization that is effectively advancing our industry."

Anuj Gupta, CIMA®, CPWA®
Vice President, Envestnet

Have Questions About Membership with Investments & Wealth Institute?

We’re here to help. Feel free to browse our membership FAQ or connect with member support.

View Membership FAQ→
Contact Member Support→