Investments and Wealth Institute

Our Mission

The Investments & Wealth Institute is a professional association, advanced education provider, and certification board for financial advisors, investment consultants, and wealth managers who continuously strive for excellence and hold themselves to the highest ethical standards. Our mission is to deliver premier investment consulting and wealth management credentials and world-class education.

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CIMA

CPWA

Events & Education

Membership & Community

Ethics & Standards

Investors

What's Happening:

Learn how to better support your retirement clients with practical tools and techniques to use in your practice.

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Don't miss Investment Advisor Forum, New York Hilton Midtown, February 11-12, 2019

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View the Conference Calendar and 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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