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Investments & Wealth Management Certifications
Raise your standards. Maximize your potential. Certify your success.
Elevate your skills, knowledge and effectiveness with industry-leading certifications from IWI.
Take the next step towards certified success.
Which Are the Best IWI Certifications for You?
Explore your opportunities.
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CIMA Certification: Deliver the Sophisticated Expertise Clients Demand
The CIMA® qualification provides advisors, consultants and analysts with the tools to go beyond investment fundamentals. Join the select group that delivers the sophisticated investment knowledge and solutions U/HNW investors need to preserve and grow their wealth.Get More CIMA Details
CIMA: Sample Topics
Advanced Investment Theory
Applied Finance and Economics
Behavioral Finance Theory
Performance Measurement and Attribution
CPWA Certification: Because Affluent Clients Require Advanced Skills
The CPWA® certificate integrates a holistic approach with deep dives into essential areas of advanced wealth planning. Holders build and differentiate their practices by delivering the knowledge, tools and skills needed to meet the complex needs of U/HNW clients and their families.Get More CPWA Details
CPWA: Sample Topics
Risk management and asset protection
Planning for closely-held business owners
Family dynamics and wealth transfer
RMA Certification: The Tools to Deliver Retirement Success Today
The RMA® designation deliverers the tools and knowledge advisors need to ensure their clients are positioned for a safe and secure retirement. The program's multidisciplinary approach goes beyond the basics of accumulation to ensure advisors demonstrate proficiency in all facets of retirement planning - from building wealth today to optimizing retirement income and managing longevity risk tomorrow.Get More RMA Details
RMA: Sample Topics
Generating lifetime income and the household balance sheet
Proactive and effective elder care
Goals-based planning and the lifecycle hypothesis
Medicare, estate planning and charitable giving
What Makes IWI Certifications Different?
Investment & Wealth Institute is more than your certification provider.
We are the certifying body.
We set the standards for professional knowledge, competencies, and ethics across the financial advising profession. We support the growth of financial professionals by bringing you access to leading academics, practitioners, and industry disruptors. And we empower the evolution of sophisticated and advanced strategies that continually advance practices across boardrooms, businesses, and clients.
That’s how we ensure IWI certifications go beyond baseline financial advising requirements—to help you maximize your career and business growth.
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Complete this form to receive additional information about one or more certifications. An enrollment counselor will reach out to you to answer any questions you may have.