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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 Certificant

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.

 

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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


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.

 

Learn more

Schedule an appointment with an enrollment counselor

 



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) 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.




Learn more

Schedule an appointment with an enrollment counselor

 



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) 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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Schedule an appointment with an enrollment counselor

 

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 below and you will be contacted shortly.

Reach out to our enrollment counselors:
Kari Estes, kestes@i-w.org , 303-529-3823, or
Gray Bullard, gbullard@i-w.org, 303-529-3704.

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



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