Conferences & Events from The Institute

Experience 2026

Learn More→

Elite Members Save 40% on Experience Registration

Elite members pay less, plus receive VIP perks unique to each Experience.

See What Elite Includes→

Investments & Wealth Institute Webinars: Live Learning Year-Round

Two formats, both live and online.

Complimentary Educational Webinars

Sessions on what's affecting high-net-worth practice now — led by practitioners, academics, and researchers across the field. Free to attend. CE credit available for Institute and CFP® certifications.

Browse Webinars

Certification Introductory Webinars

Short sessions on CIMA®, CPWA®, and RMA® — what each certification covers, who it's for, and how to enroll.

Browse Webinars

Get Involved

Speak at an Institute Event

Present research or practice insights to an audience of advisors serving high-net-worth clients.

Become a Speaker→

Sponsor or Exhibit

A small number of sponsorships at Investments & Wealth Experience and other Institute events. Built for direct conversations with advisors and decision-makers serving high-net-worth clients.

Explore Sponsorship Opportunities→