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Contact Us

We’re here to help you! If you are curious about enrolling in one of our certifications, our Enrollment Counselors are available to answer any questions you may have. Or, if you are already in the process of studying for your certification or about to sit for the exam, our Candidate Support Team can provide you with guidance during any step of the process. All other queries regarding our many other educational offerings--or questions regarding your membership with IWI--may be directed to the Customer Care Team. See below for contact information.

Customer Care Team

Contact our Customer Care Team with general questions.

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Enrollment Counselors

Contact us if you have any questions regarding any one of our IWI certifications.

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Candidate Support Team

If you are currently a candidate in one of our certification programs, please contact us with any questions you may have regarding your program steps and deadlines.

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Submit a Contact Form

We'll get back to you as soon as possible.

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Partner Solutions

Sponsor financial advisor and investment conferences, events, education, and more. Seize the opportunity to connect with the top investment analysts, retirement planners, and wealth management professionals in the industry.

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iwi headquarters

Corporate Office

5619 DTC Parkway, Suite 600

Greenwood Village, CO 80111

With Operations in:

New York




Phone: +1 (303) 770-3377

General Fax: +1 (303) 770-1812

Hours of Operation

8 a.m. to 5 p.m. MST Monday-Thursday

8 a.m. to 3 p.m. on Friday

PR & Media

If you are a member of the media and seek comment or information from IWI, please contact Allison Edmondson, Director of Communications.