Investments & Wealth Institute. Certified Success.
IWI is the partner you need to enhance your skills as a financial advisor, demonstrate your knowledge and ethics—and rise above the competition.
It’s time to raise your standards, maximize your potential and certify your success.Compare Certifications
Las Vegas | April 7-10, 2024
Connect with advisors focused on expanding their knowledge, businesses, and network with wealth management's most successful, insightful, and engaging thought leaders.Learn More
Raise Your Standards. Maximize Your Potential. Certify Your Success.
Premier financial advising and wealth management certifications empower you to demonstrate sophisticated capabilities and expertise that deliver visible client value—and build client trust and loyalty.
The Latest Online Courses for Financial Advisors
Build your expertise and accelerate your career, while completing CE requirements: Connect with the investment and wealth management topics your clients are thinking about now.
Premier Online Courses for Financial Advisors
Access the knowledge, insights, and skills you need to fully serve your clients with online education from the Investments & Wealth Institute.
Choose from more than 100 CE-approved options, from timely, one-hour microcourses to focused, short courses and certificate programs. It’s all here for you—wherever and whenever it fits your life.Empower Your Growth
Where Connection Meets Knowledge: Conferences & Events Transform the Financial Advisor Profession
Engage and connect with leaders, innovators, and peers at premier events that address contemporary investment, wealth management, and retirement issues.
Join IWI throughout the year in our industry-leading live and virtual conferences and events.Evolve Your Experience
Investments & Wealth Institute Membership
Whether you’re a seasoned professional, growing your career, or finding a new path, IWI is your source for lifelong learning and exploration.
Experience what it means to be part of a community of professionals committed to raising standards, maximizing potential, and certifying success.Career. Community. Opportunities. You belong here
Partner Solutions for Financial Advising and Wealth Management Organizations
Whether you’re looking for event sponsorship and marketing opportunities, a place to promote your industry leadership, or team certification and education options, IWI can help you elevate your organization’s voice, expertise, and influence.
Investment & Wealth Management Publications & Resources
Get advanced insights and find practical solutions for the challenges - and opportunities - advisors and their clients face today.