About Investments & Wealth Institute

Your future demands the highest level of advisory excellence.

Whether you’re a seasoned professional financial advisor, investment consultant, or wealth manager; growing in your career; or supporting a dynamic team serving high net worth clients—IWI is your professional home for continuous learning, innovation, and connection.

We're your partner for Certified Success.

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About Us

Investments & Wealth Institute is the industry-leading professional association, advanced education provider, and standards body for forward-looking financial advisors, investment consultants, and wealth managers who embrace excellence and ethics in all their interactions.

As an association created for advisors and by advisors, we open the doors of opportunity for an inclusive community of advanced practitioners with acclaimed certifications, collaborative events, and rigorous professional education options.

Mission, Purpose, Value

IWI’s guiding statements are our touchstones as we continually strive to elevate and expand the financial advisory profession.

Read our guiding principles

Mission

Our mission keeps us focused on the core education and credentials we provide.

Purpose

Our purpose pushes us to constantly enhance the quality, relevancy, and professionalism of our association.

Value

Our values run deep and adhere to the highest standards and ethics that guide our profession.

Ethics

Investments & Wealth Institute has established a rigorous set of ethical and professional standards and requires our certificants to adhere to those standards and conduct themselves accordingly within the financial advisory profession. Our Code of Professional Responsibility ensures that the investing public is served by IWI professionals with integrity and professionalism.

Understand the Code

IWI Body of Knowledge

Defining the wealth management profession is a primary function of Investments & Wealth Institute. Our Body of Knowledge is the authority behind the curricula and requirements for our advanced CIMA®, CPWA®, and RMA® certifications and ensures our programs provide a balance of sophisticated technical knowledge and practical application.

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IWI History

For nearly four decades, Investments & Wealth Institute has led national and global efforts to broaden public understanding of investment consulting and wealth management and advance the excellence of advisors who provide those services. Learn how our organization has evolved—and continues to evolve the financial advice profession.

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IWI Leadership

To navigate the exciting and dynamic world of financial, investment, and wealth management, our professional association needs steady hands at the tiller. IWI’s leaders are seasoned experts connected to industry best practices and trends who have the perceptive ability to guide our vision.

Meet IWI Leaders

Who We Serve

Investments & Wealth Institute professionals are our certificants and members—dedicated investment, wealth, and retirement advisors who aim to deliver the most advanced, competent, and ethical services in the industry. As our members gain professional advancement through our education and certification programs, they also enrich our collective conversations with innovations and insights gained through real-world experiences.

Learn About Our Member Community

Awards and Award Recipients

IWI is proud to recognize the outstanding achievements and contributions of members who have made a lasting impact on our association and our profession.

Read About Members We've Honored

IWI Governance

As a dynamic professional association, Investments & Wealth Institute relies on strong central leadership from a board comprised of some of the leading minds in our industry—and active advising and engagement from all levels of the organization.

Board of Directors

13 leaders who keep us true to our mission.

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Bylaws

The articles that govern our association.

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Volunteer Committees

Experts who are the backbone of our work.

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Annual Reports

Visibility into our finances and impact.

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Partner Solutions

Are you looking for ways to increase the visibility of your firm, advance your brand, or establish thought-leadership within the financial advisory profession? Explore a wealth of opportunities to engage with experienced practitioners in investment advising, portfolio construction, wealth management, and retirement planning—all eager to learn what you have to offer.

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PR and Newsroom

Stay on top of changes and insights from the financial services industry. View news releases and see announcements from IWI. And contact us if you need unbiased, informed resources to shape your news and editorial efforts.

Read the Latest from IWI and Our Industry

IWI is committed to growing the financial advisory profession by actively engaging members who both represent and serve a vast kaleidoscope of communities, genders, ages, and ethnicities.

To that end, we offer certification scholarship assistance to empower and advance the careers of those who are still underrepresented in our profession.

Learn More About the Foundation's Work

Foundation Board

Meet the leaders elevating diversity, equity, and inclusivity.

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Scholarships

Improving access to premier certifications.

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Donors

Honoring investment in our future.

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Donate

Support the Foundation.

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Get in Touch

Open a conversation with us through our website or by phone.