Investments and Wealth Institute

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With our professional certification programs!

Our Mission

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

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Are You an Exceptional Advisor?

A new video added to our library explains what makes an Exceptional Advisor.

Membership & Publications

Conferences & Events

Online Education

What's Happening:

The 1st Annual Behavioral Advisor Forum is the premier educational conference for elite advisors that wish to incorporate the latest research and best practices in the field of behavioral science

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On October 8, we will be discussing the aspects that make up an Exceptional Advisor, with focused sessions on investments, wealth, retirement, tax, and ethics.

Join us Thursday, August 29, 2019 from 11 a.m. ET - 3:30 p.m. ET for Focus on Retirement Demographics & Opportunities

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

Corporate Partner Whitepapers