Investments & Wealth Institute Annual Reports

IWI is committed to transparency and accountability to our members, other professionals and stakeholders in the financial advising community at-large, as well as the general public.

Audited Financials

IWI consistently monitors its budget to ensure the association remains financially secure while providing valuable membership and educational experiences. Download our current Annual Summary below.

Annual Reports

IWI produces reports on an annual basis to outline our goals, strategies, key stats, and achievements over the past year.

Past Financials and Annual Updates

The Institute keeps records of financials going back 3 years. Past financials are available to download.