2027 CIMA® & CPWA® Master Classes

Nashville, TN
November 7-9

The 2027 Master Classes are professional workshops designed exclusively for Certified Investment Management Analyst® (CIMA®) and Certified Private Wealth Advisor® (CPWA®) professionals. Participants will deepen their expertise and strengthen their ability to address increasingly complex investment and wealth management challenges in today’s evolving environment.

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40 Hours

CIMA® or CPWA® CE credit for the full program, with completion of all required quizzes.

12 Hours

of advanced, interactive instruction focused on applying advanced certification strategies to real client situations.

Is Master Class Right For You?

If you currently hold a CIMA® or CPWA® certification and answer "yes" to any of the following questions, Master Class may be the next step in your professional development.

  • Has it been a number of years since you earned your certification, and you want a refresh on the key concepts you learned, applied to today’s tax rules, investment solutions and wealth strategies?

  • As you have grown, are you now navigating increasingly complex client scenarios, and want to explore the most current advanced strategies available today?

  • Are you ready to move beyond understanding concepts to applying them in more sophisticated, real-world situations?

  • Would you value learning alongside leading industry experts and experienced peers?

  • Are you looking for an interactive, collaborative learning experience that challenges your thinking?

What to Expect at the 2027 Master Classes

Your Master Class pairs the complete on-demand curriculum for your certification with advanced, in-person instruction. Faculty-led sessions go beyond certification concepts to focus on advanced applications, complex case studies, evolving strategies, and real-world decision-making scenarios.

To further enrich your learning and collaboration, the Master Class will be held in Nashville, adjacent to the Investments & Wealth Experience conference. This allows us to include access to select elements of Experience, including general session presentations, networking receptions, conference meals, and opportunities to connect with peers and industry leaders. These experiences provide additional opportunities to exchange ideas, broaden perspectives, and build meaningful professional connections.

CPWA® Master Class Key Topics

  • Advanced CPWA® Planning Frameworks

  • Tax-Aware Wealth Strategies

  • Complex Balance Sheet and Liquidity Management

  • Estate and Legacy Planning

  • Behavioral Coaching and Client Engagement

CIMA® Master Class Key Topics

  • Advanced Portfolio Construction, Consulting and Implementation

  • Tax-Aware Investment Strategy and Competitive Positioning

  • Investment Innovation, Outsourced Solutions, and AI Technologies

Program Highlights

  • Complete Curriculum Included: Receive 12-month access to the full on-demand certification curriculum, including self-study materials, recorded lectures, knowledge checks, and exam preparation resources. This curriculum provides an opportunity to reinforce foundational knowledge before participating in advanced, in-person instruction.

  • 12 Hours of Advanced, Interactive Instruction: Participate in an immersive, in-person learning experience led by industry experts and experienced faculty, focused on advanced applications of certification knowledge and strategies.

  • Practical, Real-World Learning: Work through complex cases and challenging client situations in faculty-led instruction and group discussion.

  • Learn from Experts and Peers: Engage directly with leading practitioners and fellow certified professionals exchanging perspectives and exploring different approaches to complex client challenges.

  • Experience Integration: Engage in all general session presentations, professional networking receptions, meals, and social activities alongside fellow certified professionals, Institute members, and industry leaders.

  • Continuing Education: Earn 40 hours of CIMA® or CPWA® CE credit for the full program after completing all required quizzes. (CFP® CE approval is pending). Additionally, participants can earn an additional 15+ hours of CE through the Master Class program.

  • For Certified Professionals Only: Available exclusively to current CIMA® and CPWA® professionals regardless of certification tenure. Participants must hold the certification corresponding to their selected Master Class.

Go Beyond Certification

Master Class Tuition

$2,495

$1,495

Inaugural program promotional tuition

Limited Capacity


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We’ll email you the day registration opens for your Master Class

One-time enrollment fee. Includes the complete on-demand curriculum with 12 months of access and 12 hours of advanced, in-person Master Class instruction at Experience 2027 in Nashville. Also includes Experience general sessions, breakfast and lunch during the conference, networking, and the Sunday and Monday evening receptions. Experience breakout sessions and printed textbooks are not included.

All sales are final. Tuition is non-refundable. Full or partial no-shows will forfeit tuition.

Questions? Reach Out to Our Team

Email Us→

conference@i-w.org

Give Us a Call→

+1 303 770 3377