Who We Serve

From certification to connection, career advancement to team building, standards to innovations—Investments & Wealth Institute is a hub of activity for professionals across the financial services industry.

Welcome to your professional home.

Influence Across the Financial Services Industry

IWI brings together voices from across the financial advising profession—connecting passionate individuals and dynamic organizations working across multiple disciplines, at every level of society, and encompassing the full client financial lifecycle.

Certificants & Members

As the certifying authority for the Certified Investment Management Analyst® (CIMA®), Certified Private Wealth Advisor® (CPWA®), and Retirement Management Advisor® (RMA®) designations, Investments & Wealth Institute is proud to serve more than 17,000 members and certificants globally.

IWI members provide investment consulting and wealth management services to both high-net-worth individuals and institutional clients, and they serve in institutional and client-facing roles throughout the financial advice industry.

Read the IWI Membership Profile

IWI professionals work across all types and sizes of financial groups, institutions, and channels.

  • Wirehouse firms

  • Independent service providers

  • Insurance service providers

  • RIA firms

  • National and regional independent full-service brokerages

  • Banks

  • International brokerages


Average assets under management for IWI members


Managed collectively by IWI members


Global IWI members


Of IWI members have 20+ years of industry experience; 22% have 15-19 years.

Financial Services Organizations

Institute membership provides ever-evolving opportunities for the development of cross-functional advisory teams. Our educational offerings and professional connections enable financial services firms to build highly effective teams with advanced and specialized knowledge that translates to a distinct business advantage—and helps them maximize their business growth.

IWI’s knowledgeable Partner Support specialists can help firms sponsor private classes, provide group certification programs, and enable continuous learning access.

Customize the Program You Need

Education Providers

IWI’s rigorous, standards-based curriculum—based on our advanced Body of Knowledge —attracts education providers from Top 10 and Ivy League educational institutions.

In addition, the Institute is actively engaged with leading investment, wealth, and retirement advice experts who partner with us to share their knowledge and insights. We connect our members to those global leaders and foster engagement to evolve our profession through academic theory and practical insight that is relevant to current, real-world needs.

Learn about education providers for IWI certifications:

Become an Approved Continuing Education Provider

Institutional Partners

IWI Gemstone Partners program sponsors include financial institutions, leading academics, practitioners, and industry disruptors who are actively investing in the future of advising.

Through a variety of levels of sponsorship across our world-class conferences and events, publications, webinars, and education programs, these partners help IWI bring sophisticated and advanced strategies with real-world application to boardrooms, businesses, and clients.

Learn About Partner Solutions

Academics and Researchers

IWI publications provide a window into cutting-edge, peer reviewed research across the investment and wealth advising landscape.

These respected publications also provide a forum for publishing emerging theory and research. In addition, IWI can help firms who wish to sponsor publication of their original research.

Learn About IWI Publications
See Contributor Guidelines
Ask About Publishing Your Firm’s Research

Financial Services Clients

IWI’s primary purpose is to expand the availability of world-class, standards-based advisory services to individuals and institutions, enhancing the competency and professionalism of advice and increasing the public’s trust in our profession.

To that end, we set and uphold rigorous professional and ethical standards. We also directly empower public consumers by providing an informative and tailored search tool, InvestmentHelp.org, to connect clients with exceptional, certified financial advisors who meet these standards.

How We Uphold Our Professional Standards
Learn About Our Code of Professional ResponsibilityVisit InvestmentHelp.org