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.


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.

Download 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.


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

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®.


Investing Basics
Investing Concepts
Intermediate Investing
Intermediate Concepts
Advanced Investing

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