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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 to experience the benefits below.

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 our advanced 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: get involved in our LinkedIn group, attend one of our live events, or volunteer on a committee.

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

Attend exceptional live events |
Discounted registration fees of up to $200 on every event (discount varies per event). 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.
Check out the conference calendar.

Take convenient, online education | Discounted registration fees of up to $200 on every offering (discount varies per offering). Immerse yourself in advanced, expert knowledge with interactive, self-paced courses, and stay ahead of trends with focused virtual events or bundled packages of recorded sessions from our premier events.
Check out our online catalog.

Pursue advanced certifications | Hundreds in savings on application fees and an 80% discount on recertification fees for the Certified Investment Management Analyst® (CIMA®), Certified Private Wealth Advisor® (CPWA®), and Retirement Management Advisor® (RMA®) certification programs (discount varies by certification).
CIMA candidates also receive discounts on third-party study prep providers!1

Access exclusive online resources | Member-only access to research, sample communications, and other marketing tools in the Exceptional Advisor ToolkitTM to inspire you to better communicate the value of your advanced knowledge. Industry articles, interviews, model RFPs, podcasts, and more! Members who are candidates of our CIMA certification program also receive candidate-specific resources, such as the CIMA Candidate Resource Center and Math for Investment Consultants online course.1

 Explore award-winning publications | Complimentary subscriptions to publications featuring forward-thinking insight and timely research (a $180 total value)

  • Barron's | Offers the latest stock market news, in-depth analysis, and commentary on the markets, mailed weekly.2
  • 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. Electronic archive also available.
  • 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).
  • Insight | A curated e-newsletter featuring the most important industry news and Institute highlights, emailed twice per month.
  • Legislative Intelligence | E-newsletter on 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!

[1] Though you may find third-party test prep or Institute resources to be helpful in your studies, they are not required and are not intended to provide comprehensive coverage of all topics associated with the CIMA certification process. The Institute’s resources are designed to help you focus your study and vary your study resources, but they are not meant to provide exhaustive coverage of all topics on the certification examination.

[2] 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.