financial advisor certification from investments and wealth institute

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.

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Experience ‘24

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.

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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.

Do you want to deliver the sophisticated investment advice, services and solutions today's investors need?

The Certified Investment Management Analyst® (CIMA®) certification is the highest level of investment education client-facing advisors can get.

Why CIMA?
hatem zarrouk cima certification advisor

Do you want to provide U/HNW clients with wealth planning that addresses their unique and complex needs?

The Certified Private Wealth Advisor® (CPWA®) certification is designed specifically for advisors who work with—or aspire to work with—high-net-worth (HNW) clients.

Why CPWA?
alyssa dalby financial advisor with cpwa certification

Do you want to differentiate your retirement advice with elevated capabilities and specialized knowledge?

The Retirement Management Advisor® (RMA®) certification gives advisors the tools and knowledge to build custom retirement income plans, mitigate clients' risks, and master the retirement planning advisory process.

Why RMA?
moe allain rma certification advisor

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.

Private Wealth Essentials

This program focuses on the specific needs of high-net-worth (HNW) clients and covers five core areas: Tax Strategies and Planning, Portfolio Management, Asset Protection and Risk Management, Charitable Giving, and Estate Planning. Each of these areas is examined in conjunction with the needs of HNW clients fitting three different profiles: the executive, the closely held business owner and the retirement client.

15 CE Hours

private wealth essentials financial advisor course

Global Financial Planning Essentials

Due to ongoing uncertainty in various political, regulatory, and economic environments, affluent individuals and families across the world are turning their attention to diversification not only through investment migration but also through where they purposefully choose to live and conduct business in order to protect their lifestyles and preserve wealth for future generations. This program covers the fundamental principles and strategies of international financial planning. It aims to equip financial professionals with the essential knowledge and skills necessary to navigate the complexities of cross-border financial planning.

15 CE Hours

gfpi wealth management online course

Using BeFi to Build Trust and Manage Investor Behavior

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. Will the advisor understand me? Will the advisor have my best interests at heart? Will the advisor care for me and be honest with me? The objective of this program is to equip advisors with the behavioral knowledge to be able to elicit positive responses, build trust, and manage investor behavior with confidence.

5 CE Hours

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

Explaining Blockchain and Digital Assets to Client and Prospects

Digital assets represent the first new asset class in 150 years, with innovations that will transform commerce on a planetary scale. In this program, you’ll gain vital knowledge about blockchain and digital assets, enabling you to have meaningful conversations with prospective and existing clients.

1 CE Hour

explaining blockchain online advisor course
40%

of IWI-certified advisors serve a core market with more than $2 million in assets

$7.3M

is the mean assets per client of CPWA advisors—3.9x higher than non-CPWA practices

42%

of IWI members are part of practices managing $250 million or more in assets

52%

of practices with more than one CIMA professional advise high net-worth and ultra-high net-worth clients

$394M

is the average AUM of an IWI-certified advisor. Nearly 5 times the average advisor.

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
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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
members of the investments and wealth institute

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.

The CIMA® designation not only helped me with my clients (advisors) but it opened new doors. I started being invited to investment committee meetings and included in due diligence calls. I was seen as the person who had the skill set to impact the conversation. The behavioral finance piece of the CPWA® designation launched my process of having more in-depth conversations with my clients about the softer aspects of money; what they value and how best to overcome potential roadblocks.

Mike Kurz
CIMA®, CPWA®, RMA®, CFP®, CAIA

To reduce barriers for entry into the financial advisory profession, IWI provides scholarships that improve access to our premier certifications and education for those who are underrepresented in our industry.

Learn more
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