Investment & Wealth Institute online learning delivers premier financial services, retirement planning and wealth management courses, webinars, and certificate programs.
Explore Investments & Wealth Institute financial advisor and wealth management conferences and events for premier learning and networking experiences.
Experience 2025
Engage with 600+ top wealth and investment managers—from RIAs, independents, and wirehouses—who share your passion for delivering exceptional service to HNW clients.
With Investments & Wealth Institute membership, maximize the value of your CIMA®, CPWA®, and RMA® certifications through the power of an international association.
IWI publications, peer-reviewed journals, newsletters, and more deliver research and insights tailored for investment analysts, retirement planners, and wealth managers.
As an association created for advisors and by advisors, we open the doors of opportunity for an inclusive community of advanced practitioners with acclaimed certifications, collaborative events, and rigorous professional education options.
Conference programming and additional details coming soon!
Advanced investment and wealth managers in attendance
Average assets under management of attendees
Wealth and investment education sessions
Industry-leading speakers
"So incredibly relevant and useful and keeps us 'current' on evolution in this constantly deepening field of expertise."
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