Investments and Wealth Institute

Our Mission

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

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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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Women In Wealth Webinar

Virtual Discussion at Wealth Advisor Forum Livestream
Diversity and Inclusion: What's In It for Me?
Complimentary Event

October 19, 2020 4:30pm - 6:30pm EST

The Wealth Advisor Forum is coming to you via livestream

Get the best advice and learn how to add significant value to your high net worth clients with 15 CE and 14 expert speakers.

Join us Oct 19-20 Livestream + On-demand

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.

Apply or Donate Today

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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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

Join us for a live, virtual webinar for 4 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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