Commit to lifelong learning that combines Ivy League-quality education with Practical Application
The Investments and Wealth Institute is proud to be the talent development solution that individuals, small firms, and large institutions turn to for advanced professional development. Our goal is to help turn great advisors into exceptional advisors by partnering with the Yale School of Management, Wharton School, and the Chicago Booth School of Business among others, on all of our advanced programs for financial planners and advisors.
5-10 virtual, hybrid or in person conferences per year, on a variety of topics programmed by and for financial planning practitioners
Nine assessment-based certificate programs offering advanced education on topics like Applied Behavioral Finance, and Endowments & Foundations Consulting (hyperlinks)
Three post-CFP Certifications, in investment consulting, private wealth management (HNW clients), and advanced retirement management.
In 2020, we delivered more than 100 educational programs to more than 30,000 lifelong learners. As a CFP® practitioner, you are eligible for membership in the premier, global, technical professional association for financial planning. For your convenience we have gone ahead and activated your membership so there is nothing to do except to start exploring our tools and resources. If you don’t wish to become a member, just decline the offer below. Upon completion of your two-year membership, you will be notified that your membership is coming to an end. At that point, you’ll be given an opportunity to renew.