Exceptional Advisors Demonstrate Advanced Knowledge

Take advantage of opportunities to increase your knowledge, skills, and capabilities to better serve and market yourself to clients.

High-net-worth clients believe that advanced expertise sets their advisor apart and supports greater credibility and trust in a competitive marketplace.

In our AbsoluteEngagement.com survey:

  • 67% of respondents said they somewhat or completely agreed that their advisor’s designations or credentials set them apart from other advisors.

  • 62% of high-net-worth clients said it was somewhat or very important that their advisor hold voluntary designations or certifications in addition to licenses and registrations required by law.

  • 75% of high-net-worth clients wanted to know their advisor had done more than meet the minimum educational requirements to become registered or licensed.

Learning Opportunities for Investment and Wealth Advisors

Take advantage of resources that keep you relevant.

Conferences and Events

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Timely Webinars

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IWI Publications

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Online Courses

Gain deep understanding of in-demand topics through the Investments & Wealth Academy.

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