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Demonstrate Advanced Knowledge

Learning opportunities for advisors interested in increasing their knowledge to better serve their clients.

Take Advantage of These Learning Resources

One way advisors may be able to close the gap between expectations and results for their clients is the pursuit of advanced education beyond what is legally required. A recent AbsoluteEngagement.com survey found that 75 percent of high-net-worth clients wanted to know their advisor had done more than meet the minimum educational requirements to become registered or licensed. 

Institute learning resources include:


Members can login to view archives of articles from the Investments & Wealth Monitor, Investments & Wealth Research, Journal of Investment Consulting, Retirement Management Journal, Legislative Intelligence, and other publications.


Certified Investment Management Analyst® (CIMA®) – Peak international, technical portfolio construction program for investment consultants, analysts, financial advisors, and wealth management professionals.

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Certified Private Wealth Advisor® (CPWA®) – Advanced professional certification for advisors who serve high-net-worth clients with a minimum net worth of $5 million.

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Retirement Management AdvisorSM (RMASM) – Advanced certificate program and pathway to certification that focuses on building custom retirement income plans to mitigate clients' risks and to master the retirement planning advisory process.

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Live learning on various topics throughout the year. From the multi-day Annual Conference Experience (ACE), to deep dive, one-day Focus events that concentrate on one topic, several conferences are available to advance your knowledge.   

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Essentials of Investment Consulting – Comprised of two courses, the Investment Consulting Process and Math for Investment Consultants, this course offers an educational primer on investment consulting using new study techniques and tools for an enhanced learning experience.



Marks Usage Guide – Guidance for the use of certification marks.

Social Media Guide – Guidance for sharing your certification(s) via social media.

Online Courses

Applied Behavioral Finance – Taught by notable experts from leading business schools, this course helps advisors address common financial decisions that trip up investors.


Essentials of Investment Consulting – Designed for financial services professionals and their teams to enhance fundamental knowledge of core topics related to the investment consulting process. Comprised of two courses, the Investment Consulting Process and Math for Investment Consultants.


Exceptional Advisor™: Communicate Your Value & Build Client Engagement – Online course for advisors who want to showcase their advanced knowledge and certification(s) to better serve their clients.


Fundamentals of Alternative Investments – 20-hour, self-paced course taught by some of the world's leading experts and authorities in alternative investments, this course provides a foundation of core concepts in alternative investments. 


Math for Investment Consultants – Created for financial services professionals seeking to enhance their fundamental knowledge of the mathematical concepts that support the investment consulting process.


The Investment Consulting Process – For professionals new to the industry or for those who want to deepen their understanding of the investment advisor's role, this course explores the five-step investment consulting process. 


On-Demand Continuing Education

On-demand recorded webinars and live recordings from live conferences provide education on a variety of topics.

Access On-Demand