The Exceptional Advisor: Market Yourself

Learn how the Exceptional Advisor initiative helps advisors differentiate themselves from other professionals in a global and highly competitive marketplace.

The Exceptional Advisor Model: Research, Resources, and Marketing Support

For seasoned investment and wealth consultants, completing voluntary, advanced certifications is a natural step to personal and professional growth. And once you’ve achieved those certifications, it’s important to communicate your capabilities and value.

The Exceptional Advisor® program provides a data-based model and resources to help you showcase your expertise.

Start with the Exceptional Advisor course to begin telling your story and demonstrating value to your clients.

Research from the Behavioral Investing Institute reveals how investors value the designations of their financial advisors.

80%

Professional designations are important when choosing an advisor.

70%

Professional designations enable advisors to deliver a broader range of services.

60%

Professional designations demonstrate greater technical expertise.

67%

The designations of their advisors set them apart from other financial professionals.

Explore the Exceptional Advisor Toolkit

The knowledge and skills you gain during the CIMA®, CPWA®, and RMA® certification process allow you to stand out, provide exceptional service across a wide range of clients, and tackle even the most complex investor challenges.

Research has identified four areas of particular value for investment, wealth management, and retirement planning clients to understand. By leveraging turnkey marketing resources, educational materials, and ongoing learning across these areas, you can better communicate your capabilities to market yourself, grow your business, and increase client satisfaction.

Act Ethically

Discover materials that you can use to educate your clients about topics they truly care about.

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Demonstrate Advanced Knowledge

Go beyond basic expectations to communicate a distinct advantage to your clients.

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Provide Meaningful Guidance

Discover materials that you can use to educate your clients about topics they truly care about.

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Understand What Clients Need

Dive into authoritative research on client attitudes, challenges, and expectations.

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Communicate Your Value

Market yourself with certification-specific resources tailored to your business needs.

Get CIMA® Certificant Resources →
Get CPWA® Certificant Resources →
Get RMA® Certificant Resources →

Advance Your Capabilities

Ready to add even more value to the services and capabilities you can offer? Consider the advantages of multiple certifications to enable a truly holistic service offering.

The Certified Investment Management Analyst® (CIMA®) certification is the highest level of investment education client-facing advisors can earn.

Why CIMA?

Certified Private Wealth Advisor® (CPWA®) certification is designed for advisors who work with—or aspire to work with—high-net-worth (HNW) clients.

Why CPWA?

The Retirement Management Advisor® (RMA®) certification enables you to build custom retirement income plans, mitigate risk, and master the retirement planning process.

Why RMA?

Did You Know?

Your Membership Just Got an Upgrade

IWI is proud to announce brand new benefits for our members. These new membership tiers are designed to offer advisors multiple pathways and powerful tools as they journey towards that success.

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