Exceptional Advisor Podcast & Webinar Series

Tune in weekly for our Exceptional Advisor Webinar and Podcast series. Earn CE and enjoy new, timely topics each week from the experts. Whether you enjoy listening and learning, or tuning in to see presentations, we have options for you.

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Navigating Turbulent Times

Your 1-stop shop for actionable advice and practical application


Institute Launches New CPWA Intensive Prep Program

Our new streamlined program prepares you to take the CPWA exam with confidence. Registration now open.

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New Investor Research Provides Unique Insights into Investors’ Behavior and Perception Under Extraordinary Market Conditions

The new investor report, Investor Behavior in a Market Crisis is part of the omnibus research 2020 Investor Research. Fielded against a looming economic recession and a global pandemic in March 2020, the research took a close look at investor behavior in prior market turmoil, investor confidence, their view of their advisor relationship, and actions they took or might take with their portfolios. This study highlights the impact of global crisis on investor confidence and where advisors can provide support through practical behavioral finance strategies. 

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Institute Scholarship Program Offers Financial Assistance During Covid-19 Crisis

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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Our Mission

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


About CIMA

Elite, Top-Level Advisors
Higher AUM
More Confidence
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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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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