Volunteer with IWI


IWI relies on volunteers to help support and promote our programs and services to members and the financial advising community at-large. The addition of expert assistance from professional like you is encouraged and always appreciated. You can have a voice and help make an impact on the strategic direction of our professional membership organization. And hopefully, gain some additional skills and perspectives to further fuel your career in the process.

The Institute is proud to operate several types of committees and task forces:

  • Enthusiastic committees of volunteers committed to developing conference programs, editorial works, examinations, or policies.

  • Advisory committees responsible for generating new ideas and suggestions for improving the Institute.

  • Subcommittees of the Board of Directors.

  • Certification Examination Item Writers and Test Form Review Task Force members.

Current active committees are listed below. Other committees are formed, meet, and disband as the need arises.

How to Volunteer

If you are interested in volunteering on Institute committees:

  1. Download and complete the Volunteer Application and Expectations form.

  2. Email your application to membership@i-w.org.

Focuses on strengthening the Institute by guiding governance, strategic initiatives, member engagement, and organizational operations.

Helps uphold the integrity, quality, and relevance of the Institute's certifications, professional standards, and credentialing programs.

  • CIMA® Certification Commission

    Oversees the development and maintenance of the Certified Investment Management Analyst® program.

  • CPWA® Certification Commission

    Oversees the development and maintenance of the Certified Private Wealth Advisor® program.

  • RMA® Certification Commission

    Oversees the development and maintenance of the Retirement Management Advisor® program.

  • Ethics Board

  • Exam Development Committees

  • Professional Review Board

    This group of volunteers, specifically appointed by the Board of Directors, reviews disciplinary complaints filed against members who may have violated the Code of Professional Responsibility according to the Disciplinary Rules and Procedures.

    • Ethics Board

    • Appeals Board

    • Canadian Advisory Board

    • WealthBoard

    • International Strategy Council

Contributes to the development and delivery of educational content, conferences, and professional development programs that meet the evolving needs of the profession.

  • Annual Conference Committee

    Meets regularly to discuss topics, tracks, speakers, and locations for the organization's annual conference, which spans three days and typically offers approximately 20 hours of continuing education credit.

  • Awards Committee

    Meets annually to select recipients of the Institute’s Investment Consulting Impact Award, Wealth Management Impact Award, Journal Research Award, and Writing Award. These awards are presented annually.

  • Investments & Wealth Review Editorial Board

    Meets regularly to define the themes, topics, articles, and editorial content of the Institute's award-winning bimonthly magazine.

  • Journal of Investment Consulting Editorial Board

    Oversees all content published in the association's esteemed annual Journal of Investment Consulting and oversees the blind-review process of all submissions.

  • Retirement Management Journal Editorial Board

    Oversees all content published in the association's esteemed annual Retirement Management Journal and oversees the blind-review process of all submissions.

Support the development and quality of the Institute's certification examinations by serving as an Exam Item Writer and/or Exam Reviewer.

Item Writers develop exam questions according to the examination blueprint and validate them using standard reference materials appropriate for each credential. Drawing on their professional expertise, volunteers create realistic, accurate, and defensible questions that reflect current industry practice.

Exam Review Task Force members evaluate questions selected for each examination form, ensuring the accuracy of answers, clarity, fairness, absence of bias, and overall quality of the examination. This review serves as the final quality assurance step before an exam is administered.

No previous item writing or exam review experience is required. All volunteers receive comprehensive training, guidance, and materials from the Institute and its psychometric partner, HumRRO.

Preferred Qualifications

  • CIMA® or CPWA® certification preferred.

  • Subject matter expertise in a relevant specialty area.

  • If you are interested, please submit your current résumé along with a brief statement summarizing your interest and relevant experience to certification@i-w.org, Attn: Mary Corbin, Director of Certification Standards. Please also indicate your specialty area(s) of expertise.