Investments & Wealth Institute Launches New Courses on Education Planning and Cryptocurrency

October 29, 2026 - Denver, CO - The Investments & Wealth Institute has added two new offerings to its online education portfolio, providing financial professionals with additional education on education planning for affluent families and cryptocurrency.

Education Planning for Affluent Families

The new five-hour Education Planning for Affluent Families short course helps financial professionals incorporate education funding into a broader wealth management plan. Developed with Ross Riskin, DBA, CPA/PFS™, CCFC, MS Tax, and the American Institute of Certified College Financial Consultants, the course covers education-funding vehicles, tax considerations and planning strategies for high-income and high-net-worth families and business owners.

It also examines situations that can make education planning more complex, including divorced and blended families, grandparents contributing toward education costs, and families balancing education goals with broader estate, gifting and wealth-transfer objectives.

Learn more about Education Planning for Affluent Families.

An Introduction to Cryptocurrency

The Institute has also introduced An Introduction to Cryptocurrency, a one-hour microcourse developed with the Digital Assets Council of Financial Professionals, with Ric Edelman serving as the course contributor.

The course focuses on helping financial professionals have informed conversations with clients about digital assets, explain key concepts clearly and respond effectively to common client objections. Participants also have access to additional resources focused on responding to objections about investing in digital assets and the taxation of digital assets.

Learn more about An Introduction to Cryptocurrency.

Both courses are eligible for CFP^® and Institute continuing education credit and expand the Institute’s online education offerings for financial professionals.

About Investments & Wealth Institute

Founded in 1985, Investments & Wealth Institute is the premier professional membership association, education provider, and credentialing body for financial service professionals and advisors serving high-net-worth clients.

For more information, please contact:

Carly Augeri
Director of Marketing Communications
707-681-1243
5619 DTC Pkwy, Suite 600
Greenwood Village, CO 80111
caugeri@i-w.org
investmentsandwealth.org