General Client Resources

General Client Resources
EA-brochure.pngDownload Exceptional Advisor brochure
This brochure is the Investments & Wealth Institute flagship brochure. It explains what it takes to be an exceptional advisor. While primarily used for marketing Institute programs to financial advisors, it is also a good explanation piece for your clients and prospective clients.



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Visit InvestmentHelp.org
The Institute's official site designed for investors. Offers directory access for locating CIMA® professionals, CPWA® professionals, or RMA®professionals, as well as articles, videos, and other items on common investment and wealth-related topics.



WSJ-EA.pngDownload The Wall Street Journal Exceptional Advisor Ad
This ad was placed in The Wall Street Journaland commemorates Investments & Wealth Institute members who have acheived the CIMA®and CPWA®certifications. It can be used to display in your office denote your committment to be an Exceptional Advisor.
















Articles

Retirement Security: A Discussion with Alicia H. Munnell
Behavioral Coaching: Helping Investors Run Their Best Race
Behavioral Finance: Finance for Normal People
Why Impact? Why Now?
Who Is a Fiduciary and What Does a Fiduciary Investment Advisor Do?
Investment Strategy: The Enigma of Investing
Legacy Planning: Prepare Your Rising Generation
Retirement Strategy: Assess Downside Risk, Upside Potential
Select the Right Professional
Tax Planning: Strategies to Consider
Why Work With a CIMA Professional?
Why Work With a CPWA Professional?

E-newsletter: The Institute provides a digital newsletter, Investments & Wealth Insight, a SmartBrief that summarizes industry highlights and Institute programs. Your clients may subscribe to the newsletter via written request at emailinfo@i-w.org.
 
Videos

Build Your LegacyA brief overview of how investors can work with an advisor to begin planning their legacy with Tricia M. Hollander, CIMA®, CPWA®, CFP®.

Do Good With Your WealthThe basic questions investors must consider when defining what it means to do good with their wealth with Tricia M. Hollander, CIMA®, CPWA®, CFP®.

Finding an Advisor That's Right for YouVideo on what investors should look for in an advisor with Jeffrey Lieberman, CIMA®, CPWA®, CFP®.

Quizzes

Investing Basics
Investing Concepts
Intermediate Investing
Intermediate Concepts
Advanced Investing

Can't find what you need? Contact us at membership@i-w.org.