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Recently, the Investments and Wealth Institute entered a partnership with the Association of Private Fund Investors, to provide professional fund investors around the globe, greater access to premier investment portfolio construction strategies and techniques for their practices. Our partnership will create the ultimate combination of executive education, collaboration, and networking on a global scale, so get started.
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The Investments and Wealth Institute is proud to be the talent development solution that individuals, small firms, and large institutions turn to for advanced professional development. Our goal is to help turn great advisors into exceptional advisors by partnering with the Yale School of Management, Wharton School, and the Chicago Booth School of Business among others, on all of our advanced programs for advisors. As a community partner, we invite you to become a member!
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Your gateway to peer connections, information and opportunities.
A gathering place to explore content, connect and collaborate.
Platforms to help you examine and discuss business opportunities and challenges.
Help shape the educational content, programming and experiences for others.
Laser focused training programs that open doors, create a market differentiator and propel your career.
Join more than 12,500 financial advisors, where they convene to explore the latest strategies and techniques
Explore over 1,000 hours of on-demand recordings and courses to take your skills and career to the next level.
Connect your firm or practice with leading professionals in the industry.
The investments and Wealth Institute is your gateway into a diverse group of established and successful financial advisors, professional fund investors, and advocates within the profession. It’s made up of a community of experts and gamechangers who have come together to produce positive outcomes for themselves, their businesses and clients. Everything we offer to support your continuing competence as a practitioner is peer-selected and peer-reviewed, ensuring it will be relevant to you, and free of product pitches and conflicts of interest. One key differentiator for the most successful practitioners is their connection to the Institute. According to independent research conducted by Cerulli Associates and Aite Group, compared to the average advisor, Institute members manage twice the assets per client, generate more than twice the revenue per client, and attract a larger share of clients’ investable assets. They are also more confident offering investment management, serve a significantly higher percentage of HNW clients, and are more satisfied with their career. (Cerulli Research, 2021; Aite Research, 2017) Why is this? Because we are the professional community of and for Exceptional Advisors, and that includes you. As a member you will learn from each other, share best practices, develop critical business relationships and build lifelong lasting friendships.
By being a member of the Association of Private Fund Investors, you’ve already committed yourself to upholding the highest standards of ethics and expertise, and that makes you one of us. You are now part of an exclusive community, committed to going above and beyond, to driving excellence and delivering the best outcomes for your clients. Ready to start forming industry relationships that result in new business opportunities and collaborative solutions?
Join the APFI Resource Community
Envision something more challenging and rewarding for yourself. Adam Choppin, APFI®, CFA®, president, at the Association of Private Fund Investors recently said that “upon objective analysis of the above findings*, the APFI recommends the CIMA® accreditation path as the single most sensible choice for most professional fund selectors. The CIMA® sets itself apart from its peers with its modern approach to testing and scheduling that shows a respect for the working professional that is emblematic of its founding by working fund selectors, like APFI members. The requirement for continuing education (the first among this peer group to establish such a requirement) also sets itself apart and befits the realities of a constantly evolving profession. The breadth and depth of the curriculum are excellent, but not excessive, striking the right balance of knowledge acquisition and professional practicality.” Read the APFI-IWI Strategic Alliance
The Certified Investment Management Analyst® (CIMA®) certification is the peak international, technical portfolio construction program for professional fund investors, investment consultants, analysts, financial advisors and wealth management professionals. CIMA® certification continues to be the highest level of advanced investment education for client-facing advisors. Discover the CIMA® certification difference
Questions about your becoming a member or our professional development programs? Call us at 303-850-3061or email us at membership@i-w.org.