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Our Mission

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

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Interested in a Certification but not sure where to start?

We have free monthly webinars with an overview of the benefits, time commitment and learning objectives of each certification with our Chief Learning Officer.

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Exceptional Advisor Podcasts & Webinars

Tune in weekly for our Exceptional Advisor Webinar and Podcast series. Earn CE and enjoy new, timely topics each week from the experts.

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Wiley’s CIMA® Exam Review

The Investments & Wealth Institute® in partnership with Wiley, is excited to announce a new registered test preparation self-study program for advanced financial advisors pursuing the CIMA® certification – Wiley’s CIMA® Exam Review.

With a “Partner Until you Pass Guarantee,” prepare for the CIMA® Exam with confidence.

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Institute Scholarship Program

The Investments & Wealth Institute Certification Scholarship Fund is offering expanded financial assistance to advisors affected by Covid-19 through its new Advisors in Transition scholarship for a limited time.

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Get Your BeFi Barometer 2020 today!

Discover the new survey findings from a collaborative partnership between Charles Schwab Investment Management, Inc., Investments & Wealth Institute® and Cerulli Associates.
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What's Happening:

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

SEE UPCOMING EVENTS

The Focus On Edition, Exceptional Advisor® Webinar Series: Focus On Investment Portfolios for HNW Clients is coming Tuesday, November 10

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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.

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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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