investments and wealth institute certifications advisors

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.

Do you want to deliver the sophisticated investment advice, services and solutions today's investors need?

hatem zarrouk cima certification advisor

Do you want to provide U/HNW clients with wealth planning that addresses their unique and complex needs?

alyssa dalby cpwa certification wealth advisor

Do you want to differentiate your retirement advice with elevated capabilities and specialized knowledge?

Why RMA?
moe allain rma certification advisor

Help Me Choose

Phone Icon
Schedule a Call

Speak to an enrollment counselor.

Laptop Icon
Introductory Webinars

Get direct answers in our live presentations.

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

"The CIMA program provides the kind of sophisticated investment and wealth knowledge and tools I need to stay relevant and competitive in today's marketplace."

Noel Pacarro-Brown, CIMA®, CPWA®
Senior Vice President and Financial Advisor, The Conscious Wealth Management Group at Morgan Stanley

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

"The CPWA® certification is a valuable next step for CFP® advisors who want to grow the knowledge base and skill set they need to build and maintain relationships with high-net-worth and other sophisticated investors."

Kevin Sánchez, CIMA®, CPWA®, CFP®
Senior Vice President, Morgan Stanley

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

"My participation in the RMA® certification program has given me practical insight that I can use every day when working on retirement issues with my clients. The certification process has helped me grow my business and my network."

Dorothy Bossung, CIMA®, CPWA®, RMA®, CFP®
Senior Director, Choreo Advisors

investments and wealth foundation for iwi certifications

Certification Opens Doors

And Investment & Wealth Institute aims to open the doors to certification.

Learn about scholarships

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.

Premier education

from Top 10 and Ivy League institutions that provide balanced insights, theoretically sound advice, and actionable strategies

Practical, real-world application

to empower you with capabilities that deliver direct, visible value to clients

Credible, standards-based certifications

with gold-standard accreditation from the ANSI National Accreditation Board (ANAB)

Advanced and rigorous

to enable you to demonstrate the intelligence, competence and creativity that build client loyalty

Ready to take the next step?

Phone Icon
Schedule a Call

Speak to an enrollment counselor.

Laptop Icon
Introductory Webinars

Get direct answers in our live presentations.

Start the Conversation

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.