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:
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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