Knowledge Bank

One way advisors can close the gap between expectations and results for their clients is the pursuit of advanced education beyond what is legally required. Institute learning resources include:


Members can login to view archives of articles from the Investments & Wealth MonitorInvestments & Wealth ResearchJournal of Investment ConsultingRetirement Management JournalLegislative Intelligence, and other publications.


Certified Investment Management Analyst® (CIMA®)Peak international, technical portfolio construction program for investment consultants, analysts, financial advisors, and wealth management professionals. Apply Now

Certified Private Wealth Advisor® (CPWA®)Advanced professional certification for advisors who serve high-net-worth clients with a minimum net worth of $5 million. Apply Now

Retirement Management Advisor® (RMA®)Advanced certificate program and pathway to certification that focuses on building custom retirement income plans to mitigate clients' risks and to master the retirement planning advisory process. Apply Now
Conferences: Live learning on various topics throughout the year. From the multi-day Annual Conference Experience (ACE), to deep dive, one-day Focus events that concentrate on one topic, several conferences are available to advance your knowledge. Access the Conference Calendar

Online Education: Premier Quality. Practical Application. Convenient Delivery.
Choose from our offerings below in the online format that best meets your needs: quick on-demand recordings from our premier live events, rigorous online courses that are assessment-based, or interactive live webinars on trending topics. Access the Online Catalog