New Certificant Toolkit

Congratulations on earning your certification. This page brings together the essential tools, standards, and resources to support you as a new Certified Investment Management Analyst® (CIMA®), Certified Private Wealth Advisor® (CPWA®), or Retirement Management Advisor® (RMA®) professional.

Use it to showcase your certification, stay aligned with ongoing requirements, and confidently apply your expertise to deliver better outcomes to your clients.

Promoting Your Certification

Proudly share your certification across your professional channels. Use your certification marks on social profiles and your website, announce your achievement to clients, and leverage approved Investments & Wealth Institute brochures and resources to clearly communicate the value of your credential. 

Download CIMA® Logo→
Download CPWA® Logo→
Download RMA® Logo→

Complimentary Access to the Exceptional Advisor® Program 

Newly certified professionals receive complimentary course access to Exceptional Advisor: Communicate Your Value & Build Client Engagement (a $395 value). This course helps you articulate the value of your expertise and ethical commitment through practical, research-driven frameworks, while earning five CE hours, including one ethics hour. 

Registration details will be delivered via email to new certificants. 

Digital Badge (Accredible)

You will receive your official digital badge via email from Accredible, along with instructions for access and use. This secure, shareable badge verifies your certification and can be displayed across key professional channels, including LinkedIn, email, and your website. 

Maintain Your Profile on InvestmentHelp.org 

Improve your visibility to clients searching for exceptional advisors like you through our online consumer search tool.  

Your public information on InvestmentHelp.org is automatically pulled from the contact details in your Investments & Wealth Institute account, so keeping your account profile up to date ensures your listing stays current. 

Client Brochures

Brochures for each certification can be downloaded as PDFs or ordered in print, making it easy to share the value of your designation with clients. 

CIMA® Brochure→
CPWA® Brochure→
RMA® Brochure→
Order Printed Brochures→

Maintaining Your Certification

This section outlines the professional standards you’re expected to uphold, how to use your credential appropriately, and what’s required to stay in good standing through continuing education and renewal.

Code of Professional Responsibility

The Institute’s Code of Professional Responsibility promotes and maintains the highest standards of personal and professional conduct. All Institute certificants and members are subject to the Code.

Learn more about the Code of Professional Responsibility here.

Code of Professional Responsibility→

SEC Supplemental Support Language

Use this SEC-compliant description of your certification in Form ADV and any materials that require compliance approval. This standardized language ensures your credential is represented accurately and meets regulatory expectations.

Download→

Marks Usage Guidance

Learn how to properly display your licensed certification marks in business communications, marketing materials, websites, and more.

Download the Marks Usage Guide→

Certification Renewal and CE

To renew and maintain your certification, you must complete 40 hours of CE, including two ethics hours, every two years. You will receive a notice and the opportunity to complete your renewal requirements six months before your renewal deadline. The renewal process is designed to be simple and efficient. 

Learn more about renewal requirements, reporting CE, and earning CE→

Your Institute Membership

All certified professionals receive an Institute membership as part of their certification. Your membership remains active as long as your certification is current and in good standing. See what’s included in Membership Tiers & Benefits, and explore upgrade options if you want access to additional benefits.


Learn More→

Exclusive Experience Event Offer for Newly Certified Professionals

As a newly certified professional, you will receive an exclusive discount to attend Experience. This promo code can be found in your certification congratulatory letter. It is our way of welcoming you into the certified community and supporting your continued engagement and professional growth through these events. 

FAQs

  1. Complete and report a total of 40 CE hours including two ethics hours and one hour of taxes and regulations

  2. Pay the certification renewal fee

  3. Complete the compliance requirements—Compliance (U4 disclosures) and Investments & Wealth Institute Code of Professional Responsibility disclosure

Please review the Certification Renewal page for more information on maintaining certification.

You can find detailed information about CE requirements and how to earn CE by visiting our Certification Renewal page.

Your certification can be verified in two ways: 

  1. If written confirmation is required, you may request a Letter of Good Standing, which confirms that your certification is active and in good standing. To request a letter, email recertification@i-w.org or contact the Client Success team at 303-770-3377. 

  2. Your digital badge includes a unique verification page that allows employers or others to confirm your credential and current status by clicking the “verify” button. 

Once your badge is issued, you will receive an email notification from Accredible. Please allow two to three weeks after passing your certification exam for delivery. The email will include a direct link to your badge and will be sent to the email address on file. 

You can access your badge at https://www.credential.net once it has been issued. 

If you experience technical issues, call 303-770-3377 or email certification@i-w.org. 

If your certification expires, your digital badge and certificate will be marked as expired. Contact recertification@i-w.org for information on reinstating your certification. 

Trademark enforcement protects the public and upholds professional standards. Ensuring that the CIMA®, CPWA®, and RMA® marks are not used generically preserves their meaning and value. If the marks were to fall into common use, the public would no longer be able to distinguish between professionals who have completed the Institute’s rigorous credentialing requirements— including education, examination, experience, and ethics — and those who have not. 

In a Word document: To enter the ® symbol, hold down the Ctrl and Alt keys, and type the letter “r” or select insert and symbol then choose the ® symbol.  

To make the symbol superscript: Select the symbol and press Ctrl + Shift + “+”, or select format and font, then check the superscript box.  

To make the symbol slightly smaller: Highlight the symbol and press Ctrl + “[“ to shrink the text one point size.  

HTML code for a website page: ® = ® ® = &#x2120

Membership is automatically included for active CIMA®, CPWA®, or RMA® candidates and certificants, with optional upgrades to Signature and Elite tiers.

Still Have Questions?

Contact Us→