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Investments & Wealth Management Certifications
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Elevate your skills, knowledge and effectiveness with industry-leading certifications from IWI.
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Which Are the Best IWI Certifications for You?
Explore your opportunities.
Do you want to deliver the sophisticated investment advice, services and solutions today's investors need?
Do you want to provide U/HNW clients with wealth planning that addresses their unique and complex needs?
Do you want to differentiate your retirement advice with elevated capabilities and specialized knowledge?
Help Me Choose
CIMA Certification: Deliver the Sophisticated Expertise Clients Demand
The CIMA® qualification provides advisors, consultants and analysts with the tools to go beyond investment fundamentals. Join the select group that delivers the sophisticated investment knowledge and solutions U/HNW investors need to preserve and grow their wealth.
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Advanced Investment Theory
Applied Finance and Economics
Behavioral Finance Theory
Performance Measurement and Attribution
"The CIMA program provides the kind of sophisticated investment and wealth knowledge and tools I need to stay relevant and competitive in today's marketplace."
Noel Pacarro-Brown, CIMA®, CPWA®
Senior Vice President and Financial Advisor, The Conscious Wealth Management Group at Morgan Stanley
CPWA Certification: Because Affluent Clients Require Advanced Skills
The CPWA® certificate integrates a holistic approach with deep dives into essential areas of advanced wealth planning. Holders build and differentiate their practices by delivering the knowledge, tools and skills needed to meet the complex needs of U/HNW clients and their families.
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Risk management and asset protection
Planning for closely-held business owners
Family dynamics and wealth transfer
"The CPWA® certification is a valuable next step for CFP® advisors who want to grow the knowledge base and skill set they need to build and maintain relationships with high-net-worth and other sophisticated investors."
Kevin Sánchez, CIMA®, CPWA®, CFP®
Senior Vice President, Morgan Stanley
RMA Certification: The Tools to Deliver Retirement Success Today
The RMA® designation delivers the tools and knowledge advisors need to ensure their clients are positioned for a safe and secure retirement. The program's multidisciplinary approach goes beyond the basics of accumulation to ensure advisors demonstrate proficiency in all facets of retirement planning - from building wealth today to optimizing retirement income and managing longevity risk tomorrow.
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Generating lifetime income and the household balance sheet
Proactive and effective elder care
Goals-based planning and the lifecycle hypothesis
Medicare, estate planning and charitable giving
"My participation in the RMA® certification program has given me practical insight that I can use every day when working on retirement issues with my clients. The certification process has helped me grow my business and my network."
Dorothy Bossung, CIMA®, CPWA®, RMA®, CFP®
Senior Director, Choreo Advisors
Certification Opens Doors
And Investment & Wealth Institute aims to open the doors to certification.
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