Investments and Wealth Institute

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.

Listen to the latest podcast today

ACE Unplugged Dynamic Recordings

In a year of public disruption and financial crisis, the need for thoughtful, actionable advice and confidence is greater than ever. Get the advice you need from today’s thought leaders.

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The Behavioral Advisor Forum Has Gone Virtual

Get ready to attend the most talked about conference of the year. Where academics, practitioners and experts collide and where advisors gain access to the latest research, trends and advice relevant to today’s economic landscape.

JOIN US SEPTEMBER 10 Livestream + On-Demand

Institute Launches 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 2020 Investor Research Available

This new investor research, fielded in March 2020, illuminates the changing client perceptions regarding their advisory relationship and outlines the steps that advisors can take to demonstrate and reinforce their value now and in the future.

Read full report

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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Our Mission

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

Membership & Publications

Conferences & Events

Online Education

What's Happening:

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

SEE UPCOMING EVENTS

The Retirement Management Forum is coming December 7-8 via livestream for 12.5 CE Hours

The Wealth Advisor Forum is coming October 19-20 via livestream for 12 CE Hours

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

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