Investments & Wealth Institute Conferences & Events

Strategy Forum 2024 - Chicago

Join us at our annual Strategy Forum, where successful investment and wealth practitioners converge alongside esteemed industry speakers, giving you the strategies to differentiate yourself from the sea of other financial advisors.

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IWI Conferences and Forums for Financial Advising Professionals

Engage with leading innovators across the financial advising and wealth management community—and network with like-minded peers—to gain fresh insights, experiences, and skills; further your success; and optimize your business

Elite Members Get Exceptional Event Benefits

Did you know that IWI Elite members get 40% off registration for financial advisor and wealth management conferences, webinars, and online events?

Get even more value from your event experiences.

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IWI Webinars: Live Learning Events Year-Round

Earn CE credit for IWI and CFP certifications in real time—and get practical solutions for your real-world client concerns with financial advisor and wealth management webinars.

Complimentary Educational Webinars

Complimentary Educational Webinars tap into timely content on topics that matter now—from leaders, academics, researchers, and subject matter experts across the financial advisory community.

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IWI Certification Introductory Webinars: Elevate Your Value

Looking to stand out from the crowd of general financial advisors?

When you acquire advanced professional certifications from IWI, you join an elite group of advisors with specialized investment, wealth management, and retirement planning capabilities.

Join us in a short online webinar to learn the opportunities that CIMA®, CPWA®, and RMA® certifications can open up—and how to get started.

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Participate in IWI Events

Expand your outreach and enrich the shared knowledge that propels continuous improvement in our profession.

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Donate to the Foundation

IWI conferences and events welcome professionals from across the financial services industry. The Investments & Wealth Foundation is lowering barriers today to build a stronger future for the financial advisory profession.