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Membership Benefits

Our commitment: to support our members on their pathways to becoming truly exceptional advisors.

Everything we offer to support your continuing competence as a practitioner is peer-selected and peer-reviewed, ensuring it will be relevant to you. Join today or explore the Basic, Signature, or Elite package options here.

New to the Institute? Join online or submit a hard copy New Member Application today.
Already a member? Renew online or submit a hard copy Member Renewal Application now. 

Form industry relationships that result in new business opportunities and collaborative solutions.
Connect with the Hive Community | Our members are the best and brightest advisors, consultants, and wealth managers who share a drive to continually advance their knowledge and skills. Connect directly with this elite group of practitioners in the Hive Community. Fast-track ideation, gain insight, identify emerging trends, develop new connections, and more.

Gain confidence in serving your clients and increase your competitive edge​

Pursue advanced certifications | Elevate your confidence and expand you career opportunities with the Certified Investment Management Analyst® (CIMA®), Certified Private Wealth Advisor® (CPWA®),
and Retirement Management Advisor® (RMA®) certification programs. Candidates receive additional access to candidate resources and an exclusive candidate only community through the Hive.

Attend exceptional live events | Network with thought-leaders in the industry and learn from both leading academics and advanced practitioners to experience the unique blend of technical theory with practical application. Elite members receive best pricing with 40% off all live events and enjoy an all-access VIP experience with exclusive access to speakers, VIP events, and more. Signature members will receive 25% off live events. Check out our upcoming lineup of live events on the conference calendar.

Browse our library of premier online education | Immerse yourself in advanced, expert knowledge with interactive, self-paced courses. Or stay ahead of trends with focused virtual events and one-hour sessions from our premier content. Check out our online catalog.

In the exclusive Investments & Wealth Institute content library Elite members receive unlimited access to 80+ hours of one-hour on-demand content (including ethics and tax and regulations). Signature members may select from their choice of 5 hours (including 1 hour of ethics) from the content library. Certificant members will enjoy the benefit of this audit-proof and convenient CE, automatically reported to your CIMA, CPWA, and RMA records within 48 hours.

Access exclusive online resources | Member-only access to research, sample communications, and other marketing tools in the Exceptional  Advisor® Toolkit will empower you to better communicate the value of your advanced knowledge. Industry articles, interviews, model RFPs, podcasts, the Institute job board, and searchable library of content provide convenient and easy to use resources you need. Signature (25) and Elite (50) certificant members receive complimentary brochures with their package selection.

 Explore award-winning publications | Complimentary subscriptions to publications featuring forward-thinking insight and timely research. Signature and Elite members will receive print and/or digital copies of Investments & Wealth Institute’s award-winning publications.

  • Barron's1 | Exclusively for Signature and Elite members, Barron’s offers the latest stock market news, in-depth analysis, and commentary on the markets, mailed weekly.
  • Investments & Wealth Monitor | Features industry news, discussions of timely investment topics, legislative updates, practice management tips, and legal information, mailed bimonthly. Mobile app and electronic archive also available.
  • Journal of Investment Consulting | Focus on empirical, graduate-level research and commentary from academic authorities and industry leaders, mailed annually. Electronic archive also available.
  • Retirement Management Journal | Dedicated exclusively to research and innovation in the world of retirement income planning and management, mailed annually. Electronic archive also available.
  • Investments & Wealth Research | Proprietary, in-depth research on focused topic such as Characteristics of High-Performing Teams or Growing Client Loyalty with High-Net-Worth Clients, mailed quarterly. Elite members will enjoy exclusive commentary in quarterly webinars which will expand on the findings of the focused studies.
  • Wealth Management eJournal | Showcasing what the best minds in finance and economics are exploring behind the scenes. Access topics and subjects that academics and researchers are presently working on – sometimes years before they are published, unlimited access for those who opt to subscribe to SSRN (Social Science Research Network). Elite members receive the Editor’s choice, a summary of all the best articles sent directly to you.
  • Insight | A curated e-newsletter featuring Institute highlights, emailed twice per month.
  • Legislative Intelligence | U.S. legislation and regulations that affect you and your clients, emailed monthly.
  • Investment Sense | Digital blog (written and video) devoted to technical issues for advanced investment and wealth management professionals.

Give back to the industry

| We are an association of practitioners, for practitioners. Join one of our association committees to guide us on the trends most impacting you. Together we can raise the professional bar in the industry!

Need more information or have questions about your benefit package contact the membership department at membership@i-w.org.

[1]  Barron's subscription is only available within the contiguous U.S. and does not include digital access. Dow Jones remains the sole distributor of Barron’s. This an opt-in benefit, please contact membership@i-w.org for more information.