Toolkits

As a Certified Investment Management Analyst® (CIMA®), Certified Private Wealth Advisor® (CPWA®), or Retirement Managment Advisor® (RMA®) practictioner, the following resources can help you communicate the value of your certification(s) and answer questions clients may have about your advanced certification(s). 

CIMA®, CPWA®, RMA® Toolkits—Find logos, news releases, client brochures, sample correspondence package, flyers, website copy and presentation decks.

General Resources—Find resource you can distribute to clients, including articles, brochures, videos and quizzes.

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