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The skills needed to compete in today’s business climate are changing

The Institute provides the tools and resources you need to build & retain your business

Taking your business to the next level requires a different skillset than you have today

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No matter where you are in your educational journey, the Institute is here for you.

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What's Happening:

Join the 100-Day Advisor Challenge! Spend the next 100 days building strong retirement management habits, strategies and techniques. Sign up by October 25, 2021.

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Investment Advisor Forum 2021 is coming! Join us Livestream + On-Demand December 7-8, 2021 to learn about the evolution of investment management.

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Join us November 17 for the Advanced Advisor Education Workshop: Retirement Income Strategies and earn 2 CE credits for CIMA®, CPWA®, and RMA® certifications

See Upcoming Webinars

For the latest on behavioral finance techniques, learn how behavioral biases impact financial decision making and what you can do to apply behavioral finance (BeFi) best practices.

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The Hive is your gathering place to explore content, connect, collaborate, stay up-to-date, share best practices and thrive.

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Earn 13 CE with the Endowments & Foundations Consulting Course. Learn More.

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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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About RMA

Expert instruction
Specialized Knowledge
Retirement Expertise
Experience
More confidence

What is RMA certification?

Most executive educational programs around retirement focus on helping you construct future retirement plans for your clients but lack any focus on helping those already in retirement. Our Retirement Management Advisor® program focuses on both, but, it takes it a step further and a lot deeper.

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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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