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.

VIEW THE 2023 AUDITED FINANCIAL Report→

Annual Reports

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

READ THE 2023 IMPACT REPORT→

Past Financials and Annual Updates

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

2022 Audited Financials→2021 Audited Financials→2020 Audited Financials→