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Provide Meaningful Guidance

As a Certified Investment Management Analyst® (CIMA® ), Certified Private Wealth Advisor® (CPWA® ), or Retirement Managment AdvisorSM (RMASM) practictioner, the following resources can help you communicate the value of your certification(s) and answer questions clients may have about your advanced certification(s). 

Client Communication Tools

Please review all tools with your Compliance Department before sharing with clients. Please note that some of the items below will open as PDFs, videos, podcasts, or as web pages depending on the type of resource provided. 

If you are only interested in ordering brochures, please use this Quick Link to do so.
 

General Items

Exceptional Advisor brochure
InvestmentHelp.org
The Wall Street Journal Exceptional Advisor Ad

CIMA-Specific Items

CIMA logo for website use 
CIMA client brochure — FINRA Reviewed (order here)
CIMA program brochure (for advisors)
Customizable news release templates
Sample letter for Clients
Sample email for Clients
Sample email for Prospects
Sample website copy 
CIMA client one-page flyer
Why CIMA presentation deck
Form ADV brochure supplement description

CPWA-Specific Items
 
CPWA logo for website use
CPWA client brochure — FINRA Reviewed (order here)
CPWA client presentation
Sample letter for Clients
Sample email for Clients
Sample email for Prospects
CPWA program brochure (for advisors)
Customizable news release templates
Sample website copy
CPWA client one-page flyer
Why CPWA presentation deck
Form ADV brochure supplement description

RMA-Specific Items

(Please note that the RMA certification is the newest Institute certification and new tools will be added as quickly as possible)
RMA logo for website use
RMA client brochure (order here)
Sample cover letters and emails for clients and prospects
RMA program brochure (for advisors)
Customizable news release templates
Customizable website copy
RMA client one-page flyer
Why RMA presentation deck
Form ADV brochure supplement description
Client Education Resources

Website

InvestmentHelp.org – The Institute's official site designed for investors. Offers directory access for locating Certfied Investment Management Analyst® professionals, Certified Private Wealth Advisor® professionals, or Retirement Management AdvisorSM professionals, as well as articles, videos, and other items on common investment and wealth-related topics.

Articles

Retirement Security: A Discussion with Alicia H. Munnell
Behavioral Coaching: Helping Investors Run Their Best Race
Behavioral Finance: Finance for Normal People
Why Impact? Why Now?
Who Is a Fiduciary and What Does a Fiduciary Investment Advisor Do?
Investment Strategy: The Enigma of Investing
Legacy Planning: Prepare Your Rising Generation
Retirement Strategy: Assess Downside Risk, Upside Potential
Select the Right Professional
Tax Planning: Strategies to Consider
Why Work With a CIMA Professional?
Why Work With a CPWA Professional?

E-newsletter

The Institute provides a digital newsletter, Investments & Wealth Insight, a SmartBrief that summarizes industry highlights and Institute programs. Your clients may subscribe to the newsletter via written request at emailinfo@i-w.org.
 
Videos

Build Your Legacy  A brief overview of how investors can work with an advisor to begin planning their legacy with Tricia M. Hollander, CIMA®, CPWA®, CFP®.

Do Good With Your Wealth — The basic questions investors must consider when defining what it means to do good with their wealth with Tricia M. Hollander, CIMA®, CPWA®, CFP®.

Finding an Advisor That's Right for You — Video on what investors should look for in an advisor with Jeffrey Lieberman, CIMA®, CPWA®, CFP®.

Are You an Investor Considering a Trust? — Christopher Holtby, CIMA®, CPWA®, Co-founder of Wealth Advisors Trust Company, tackles legacy and trusts for investors.

Quizzes

Investing Basics
Investing Concepts
Intermediate Investing
Intermediate Concepts
Advanced Investing