Master Client Engagement with IWI's Exceptional Advisor Course

Posted by Allison Edmondson, Director of Communications

Aug 16, 2018 3:00:00 PM

Denver, CO — August 16, 2018 — Advisors interested in demonstrating their advanced knowledge and certifications to their clients now have an educational resource to help them–Exceptional Advisor: Communicate Your Value & Build Client Engagement course, an online, educational offering designed to help advisors differentiate themselves from other professionals in a global and highly competitive marketplace.

“Exceptional advisors have earned the necessary certifications to be competent providing sophisticated investment and wealth management advice to better serve their clients, but they don’t always articulate the value of their credentials,” said Sean Walters, CAE, chief executive officer. “Based on Investments & Wealth Client Research 2017, a research study conducted by in partnership with the Institute, ‘exceptional advisors’ were identified as those professionals who understand what clients need and value, provide meaningful guidance, demonstrate advanced knowledge, and act ethically. These exceptional advisors regularly explain to clients why their certifications matter, which results in improved client loyalty, satisfaction, and willingness to refer new business.”

The Exceptional Advisor communications course helps advisors understand the traits of an ‘exceptional advisor’ by exploring the importance clients place on advisor knowledge and educating advisors on how to best communicate their expertise and credentials more effectively. Throughout the five-module course, participants garner practical strategies and skills. The course culminates in the development of plans to help advisors survey their clients to better understand satisfaction and engagement levels, communicate the financial guidance provided to their clients, convey the ethical standards to which advisors are bound, and create plans to share information about an advisor’s credentials and competencies earned through certification.

The Exceptional Advisor course is currently open for registration. Fees are $195 for Institute members and $395 for non-members (Join & Learn price includes one-year membership in the Institute). The course provides five hours of continuing education (CE) credit for Certified Investment Management Analyst® (CIMA®), Certified Private Wealth Advisor® (CPWA®), and Retirement Management Advisor® (RMA®) certificants and four hours of CE for CFP certificants.

The Exceptional Advisor communications course is one part of a larger Exceptional Advisor initiative to help advisors stand out among their peers and strengthen client relationships.  The Exceptional Advisor Toolkit provides a variety a variety of client and advisor focused resources to help advisors differentiate themselves.

In addition to the Investments & Wealth Institute Exceptional Advisor course and initiative, the Institute as an advanced education provider and standards body for financial advisors, investment consultants, and wealth managers, offers a number of learning resources for advisors. The Institute also provides investors with the ability to search for a CIMA, CPWA, or RMA-certified advisor through


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