Advance Your Career with IWI's Investment & Wealth Management Courses

Posted by Allison Edmondson, Director of Communications

Dec 6, 2019 3:00:00 PM

Denver, CO — December 6, 2019 — There is no debate, the workplace is changing, and doing so rapidly. Naturally, so are the expectations employees have of their employers. According to a Gallup Panel Study, 93% of US adults left their employer to change roles. In fact, the number one reason employees search for a new opportunity is career advancement, according to one survey by LinkedIn. And let’s face it, nowadays, employees are looking to differentiate themselves and stretch their professional wings.
The most recent Bright Horizons Working Learning Index, asked more than 30,000 working learners to select their top three reasons for pursuing more education or training, the most common answer (42%) was to “keep pace with or get ahead of changes in my position.” This beat out all other reasons, including even earning more money.
Organizations can partner with the Investments & Wealth Institute® to provide employees a chance to expand their knowledge, capabilities and stay ahead of the curve. This also provides firms the ability to create a more knowledgeable team that can address the ever-changing complex nature of investing today and allow you to take on more layered investors.
In the war for talent, organizations need to use every available tool to attract and retain top talent. That’s why it’s critical that organizations identify, recognize and reward employees by providing professional development opportunities, that can not only help improve retention and recruiting but also boost productivity and add value for clients.
Equip your Advisors to tackle complex investor needs by offering your workforce more meaningful benefits through a partnership with the Institute.
The Institute offers a variety of opportunities:

  • Assessment-based certificate programs

  • Conference and webinar attendance discounts

  • Advanced Certifications in Investment Management, Private Wealth and Retirement Management

Learn what opportunities you can provide your advisors. Reach out to our Sales team at or 303-770-3377


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