As the landscape for high performers keeps changing, the war for attracting and retaining top talent becomes increasingly competitive


Talent Management

Stay ahead of the game

Organizations are proactively placing an emphasis on talent management as a means of delivering a long-term competitive advantage through their people. And, research shows that organizations with a strong learning culture outperform their peers in terms of innovation, productivity, quality and market leadership. Talent management is the basis for keeping an organization healthy and innovative. Neglect your talent now, and you will pay for it down the line.

That's where we come in

We can partner with you to provide everything you need to supplement and compliment your talent development initiatives.

For over 30 years, the Investments & Wealth Institute has been the industry’s place for premier investment and wealth management education.

We offer everything from private certification classes to group discounts on our online courses.  We also offer discounts on group purchases of membership and conference registrations —all for your top performers and up-and-coming young professionals to enjoy.


We can partner with you to provide everything you need to supplement your talent development initiatives.

What the Institute offers

  • Assessment-based certificate programs
  • Webinar attendance discounts
  • Conference attendance discounts
  • Private certification classes for Advisors seeking their (CIMA®) Certified Investment Management Analyst
  • Private certification classes for Advisors seeking their (CPWA®) Certified Private Wealth Advisor
  • Private certification classes for Advisors seeking their (RMA®) Retirement Management Advisor

What you'll get

  • Recognition for being an employer vested in career development
  • A reputation for having a strong culture of learning
  • Course administration
  • Discounted rates
  • Access to an array of subject matter experts and leading industry disruptors
  • Fresh and relevant content that reflect revolving subjects and topics that’s on the minds of Advisors

What advisors will receive

  • They will gain new skills and techniques to tackle investor predicaments
  • Learn practical application solutions for today’s market challenges
  • Get plugged into new networks of academics, industry experts, practitioners and researchers
  • Discover how to solve complex issues facing Advisors today
  • Successful strategies for driving revenue
  • Ivy-league quality education and practical application

Ready to connect?

Fill out the form below and you will be contacted shortly.

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Contact Us

Reach out to our sales team and see how we can help you today.

Tim Whiting

Chief Revenue Officer

Michael Mastey

Director of Sales

Gray Bullard

Enrollment Counselor

Lara Davies

Key Accounts Director

Kari Estes

Enrollment Counselor

Kelly Gormley

Key Accounts Director

Asif Nasim

Key Accounts Director

"Greatness is not a function of circumstance. Greatness, it turns out, is largely a matter of conscious choice and discipline."

- Jim Collins
Author of Good to Great: Why Some Companies Make the Leap...And Others Don't