advisor viewing introductory webinars for cima, cpwa, and rma

Certification Introductory Webinars

Not sure which IWI Certification is right for you or your team?

Join us in a short online webinar to get started.

Upcoming Introductory Webinars

Join the Institute's Program Enrollment Counselors Gray Bullard, MBA, and Kari Estes at an upcoming certification introductory webinar.

Certified Investment Management Analyst® (CIMA®) certification is the highest level of investment education client-facing advisors can get.

September 11, 2024

hatem zarrouk cima certification

Certified Private Wealth Advisor® (CPWA®) certification is designed for advisors who work with—or aspire to work with—high-net-worth (HNW) clients.

August 14, 2024

alyssa dalby cpwa certification

Retirement Management Advisor® (RMA®) certification gives you tools to build custom retirement income plans, mitigate clients' risks, and master the retirement planning process.

July 17, 2024

moe allain rma certification

Ready to connect with an enrollment counselor about your career goals today?

Gray Bullard

Account Manager

+1 303-529-3704

Tyler Cook

Enrollment Counselor

+1 303-850-3206

Watch a Recorded Introductory Session

Certificate Brochures

View certificate brochures and learn more about our industry-leading certifications.

CIMA Brochure
CPWA Brochure
RMA Brochure