Investments & Wealth Institute
CERTIFIED SUCCESS℠
Introducing the 2024 Accelerate CPWA® Program
Earn your CPWA® certification before the end of the year!
Learn More
The Visual Insights Series
Discover our new Visual Insights Series: an exclusive member benefit offering concise, interactive financial strategies. Free preview available now for non-members!
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.
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.
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.
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.
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 Markets for Advisors
Global Financial Planning Essentials
Strategic Planning for Business Owners
Advice and Planning
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 herePartner 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
Platinum Partners
Gold Partners
