Find An Advisor
Contact
My Dashboard

Site Search

Certifications
Online Education
Online Education
Investment & Wealth Institute online learning delivers premier financial services, retirement planning and wealth management courses, webinars, and certificate programs.
Online Courses
Certificate Programs
Short Courses
On-Demand CE Courses
Microcourses
New Courses
Other Learning Opportunities
Publication Quizzes
Educational Webinars
Podcasts
Partners
Explore Custom Learning
Become a CE Provider
Conferences & Events
Conferences & Events
Explore Investments & Wealth Institute financial advisor and wealth management conferences and events for premier learning and networking experiences.
Conferences
Experience 2025
Strategy Forum 2025
Webinars
Educational Webinars
Certification Introductory Webinars
Get Involved
Exhibitor & Sponsorship Opportunities
Become a Speaker
On-Demand Conferences
Experience 2024
Strategy Forum 2024
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.
Learn More→
Membership
Membership
With Investments & Wealth Institute membership, maximize the value of your CIMA^®, CPWA^®, and RMA^® certifications through the power of an international association.
Membership Overview
Join, Renew, or Upgrade
Member FAQ
Member Support
Membership Levels and Benefits
Career Development
Member Spotlight
Other Memberships
CIMA Society Asia Pacific
Publications & Resources
Publications & Resources
IWI publications, peer-reviewed journals, newsletters, and more deliver research and insights tailored for investment analysts, retirement planners, and wealth managers.
Publications
Investments & Wealth Monitor
Journal of Investment Consulting
Retirement Management Journal
Contributor Guidelines
Other Resources
Research
Newsletters
Blog
Podcast
Partner Solutions
About
About
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.
Who We Are
Mission, Purpose, Value
Ethics
Our History
Leadership Team
Awards & Award Recipients
Newsroom
Body of Knowledge
Who We Serve
Accreditation
Governance
Board of Directors
Standards & Compliance
Volunteer Committees
Annual Reports
Bylaws
Foundation
About the Foundation
Board and Governance
Donations
Donors
Scholarships
Contact
Contact Us

Find An Advisor
Contact
My Dashboard

Conferences & Events
Strategy Forum 2025 Home

Strategy Forum 2025

Nov. 16 - 18 | NYC

Conference programming and additional details coming soon!

Add to Calendar

300+

Advanced investment and wealth managers in attendance

$364M

Average assets under management of attendees

20+

Wealth and investment education sessions

30+

Industry-leading speakers

"So incredibly relevant and useful and keeps us 'current' on evolution in this constantly deepening field of expertise."

Elite Member

conference@i-w.org

+1 303 770 3377

Add to Calendar→

Get Certified

Compare Certifications
CIMA Certification
CPWA Certification
RMA Certification

ALREADY CERTIFIED

Report CE
Earn CE
Certification Renewal Requirements

ABOUT US

About Us
Board of Directors
Leadership Team
Newsroom
Careers

VALUES

The Foundation

SUPPORT

Contact Us
Press and Media
File a Complaint

Subscribe to the Insider Newsletter

Find an Advisor

Privacy policy