CIMA Society Membership Benefits
Portfolio Construction Forum continuing education accreditation
Investments & Wealth Institute - Affiliated member benefits
Members receive free subscriptions to a number of current Investments & Wealth Institute publications:
Members-only preferred discounts on award-winning online educational programs. Through the CIMA Society's affiliation with the Investments & Wealth Institute, members are eligible for discounts on certificate programs in vital areas such as Fiduciary Advice, Options and Futures, and more. View Institute online education programs.
- Investments & Wealth Monitor is our bi-monthly educational magazine that features industry news, discussions of timely investment topics, legislative updates, practice management tips, and legal information.
- The Journal of Investment Consulting is a premier, academic publication focused on empirical, graduate-level research and commentary from academic authorities and industry leaders.
- Investments & Wealth Research is a proprietary, in-depth research report delivered six times per year, exclusively for Institute members. The research reports on detailed topics like Characteristics of High-Performing Teams, and Growing Client Loyalty with High-Net-Worth Clients.
- Insight is our members-only, bi-weekly e-newsletter features educational content, and industry news highlights brought to members through a partnership with SmartBrief, an industry news aggregator.
- Investment Sense is a members-only, digital blog (written and video) devoted to technical issues for advanced investment and wealth management professionals