Conferences & Events from The Institute

Experience 2026

Two destinations.

Two unforgettable Experiences.

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Elite Members Save 40% on Experience Registration

Elite members pay $777 instead of $1,295, plus VIP perks unique to each Experience.

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Investments & Wealth Institute Webinars: Live Learning Year-Round

Two formats, both live and online.

Complimentary Educational Webinars

Sessions on what's affecting high-net-worth practice now — led by practitioners, academics, and researchers across the field. Free to attend. CE credit available for Institute and CFP® certifications.

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Certification Introductory Webinars

Short sessions on CIMA®, CPWA®, and RMA® — what each certification covers, who it's for, and how to enroll.

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Get Involved

Speak at an Institute Event

Present research or practice insights to an audience of advisors serving high-net-worth clients.

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Sponsor or Exhibit

A small number of sponsorships at Investments & Wealth Experience and other Institute events. Built for direct conversations with advisors and decision-makers serving high-net-worth clients.

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