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We make Good Advisors Exceptional Advisors

 

In a highly competitive & constantly changing industry, how will you differentiate yourself?

 

Achieving your next professional goal requires challenging yourself to expand your expertise and skillset. This is where the Investments & Wealth Institute can help.

Keep your career on the fast track by earning prestigious and highly practical certifications.

 

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U.S. Financial Advisors

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CIMA® Certificants

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CPWA® Certificants

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RMA® Certificants

You Have One Opportunity to Stand Out

Make the Most of It!

Whether you aim to impress prospective clients and/or employers, you typically have only one opportunity to stand out. Research tells us that certifications are important to help you do just that. In a sea of 271,700 U.S. financial advisors, what will be your differentiator? Advanced education from the Investments & Wealth Institute is a game changer.  See how Institute certifications stack up against other industry designations.

 

Want to learn how you can obtain the strategies, insights, and expertise to elevate your career to a higher level?

Consider becoming an expert. Attend one of our 30-minute monthly information sessions where you can learn more about the curriculum, requirements, educational providers, costs and benefits of one of our three advanced certifications: Certified Investment Management Analysist® (CIMA®), Certified Private Wealth Advisor® (CPWA®), Retirement Management Advisor® (RMA®).

Register now

Ready to connect with an enrollment counselor about your career goals? Fill out the form and you will be contacted shortly or schedule a meeting at your convenience.

 


Want to learn how you can obtain the strategies, insights, and expertise to elevate your career to a higher level? Schedule a call with an enrollment counselor today!


What Is Your Specialty?



Do you construct and manage client investment portfolios, provide asset under management services, or work with endowments or foundations?
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Certified Investment Management Analyst® (CIMA®) certification is the highest level of investment education client-facing advisors can get. In an environment that is highly volatile, this certification gives you the know-how to serve your clients with deep investment knowledge.

 

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Do you work with or aspire to work with HNW individuals and families? Do you know the intricacies of working with these clients?

cpwa-flag click to go to intro webinar pageCertified Private Wealth Advisor® (CPWA®) certification is the certification for advisors who work with—or aspire to work with—high-net-worth (HNW) clients. This certification can help you land and service your next HNW or UHNW client.



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Do you work with clients who are in or nearing retirement? Can you build custom retirement income plans to mitigate clients' risks?

rma-flag click to go to intro webinars pageRetirement Management Advisor® (RMA®) certification gives you tools to build custom retirement income plans. Learn to mitigate clients' risks and master the retirement planning advisory process.




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When do advisors seek advanced education?

Most often, it's when they need to specialize, or make themselves more valuable to their companies and client base.

 

 

Certification Paths
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Financial Advisor Practice Profile

Our certifications are backed by executive education and professors from Ivy League and top-10 business schools:



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