The Institute Newsroom

Overcome investing missteps with IWI's behavioral finance principles. Help clients make informed decisions, avoiding emotional biases. Learn more today.

IWI's new continuing education requirements for CIMA, CPWA, and RMA certificants include a balance of relevant coursework including ethics and regulatory CE hours.

IWI's 2019 Member Profile provides insights on the rise of holistic wealth planning, advanced financial services, and other emerging wealth management trends.

Get Certified as a Wealth Advisor with the CPWA Certification Exam Changes for 2019. Prepare for the revised exam starting December 1st. Register now!

Discover how advanced certifications and investment training can set you apart in the competitive wealth management market, according to IWI's 2019 study.

The 2019 IWI Annual Conference Experience awards honor industry leaders in investment and wealth management. Learn from their impactful contributions.

New client research from IWI reveals high-net-worth investors value personalized service, advanced capabilities, and meaningful guidance from wealth advisors.

Join IWI's ACE 2019, a premier investment conference with 50+ speakers, unique networking events, and up to 24 hours of continuing education credit. Don't miss out!

Join IWI's ACE 2019, a premier event for investment advisors, featuring global thought-leaders and offering up to 24 hours of continuing education credit.

Join IWI's Behavioral Advisor Forum, a two-day conference for advanced financial advisors looking to leverage behavioral finance to enhance outcomes for HNW clients.