Investments and Wealth Institute

2020 Member Survey

The Investments & Wealth Institute Needs Your Opinion

Give critical feedback to the Institute that guides volunteers and staff in strengthening your professional association and enhancing your member benefits. For every response received, the Institute will donate $10 to the Institute Certification Scholarship Fund.

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New CE Reporting Changes Are Here!

Starting January 15, 2020, report all continuing education on your online dashboard. The new tax/regulation CE requirement is also now in effect. See how these changes impact you.

CE Reporting Changes

CE Renewal Requirement Changes

Institute Unveils New Scholarship Fund

Investments & Wealth Institute wants to help eligible individuals who are passionate about growing their career through advanced education.

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Focus on HNW Tax Strategies for 2020

Join us Wednesday, January 29, 2019 from 11 a.m. ET - 3:30 p.m. ET for Focus on HNW Tax Strategies for 2020

Our Mission

The Investments & Wealth Institute delivers the premier investment consulting and wealth management credentials and world-class educational offerings.

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New Private Wealth Essentials Online Course!

Private Wealth Essentials is an introduction to working with private wealth clients. This 14.5-hour course focuses on the specific needs of high-net-worth (HNW) clients.

Membership & Publications

Conferences & Events

Online Education

What's Happening:

Powered by the renowned CIMA curriculum, the 2020 Investment Advisor Forum is the industry’s premier portfolio management conference.

Ace 2020 Boston: The Exceptional Advisor Conference

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View the Conference Calendar to advance your knowledge with an array of live learning opportunities.

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About CIMA

Elite, Top-Level Advisors

Higher AUM

More Confidence

Experience

Greater Earnings

What is CIMA certification?

CIMA certification is the peak international, technical portfolio construction certification program designed for investment consultants, researchers, advisors and wealth management professionals.

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About CPWA

Specialized Knowledge

Greater AUM

Wealth Advisors

Higher Revenue

HNW Client Expertise

What is CPWA certification?

CPWA is a certification program for financial planners and advisors who work with high-net-worth clients on the life-cycle of wealth: accumulation, preservation, and distribution.

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Beyond Certifications

The Institute believes that for exceptional advisors, education never stops. With live, online, and numerous publications, we offer options for every learning style.

Conferences

Online Education

Publications

Why Become a Member?

Membership is an invitation to excel in a highly challenging profession. Our advanced education and certifications enable you to give your clients the highest-quality advice and service.

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Partners

Consider supporting the Institute through one of our partner programs or by sponsoring or exhibiting at one of our many events. With your help, we can continue to raise the knowledge bar for our entire industry.

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Current Partners

Corporate Partner Whitepapers