Investments and Wealth Institute

Our Mission

The Investments & Wealth Institute is a professional association, advanced education provider, and certification board. Our mission is to deliver premier investment consulting and wealth management credentials—Certified Investment Management Analyst ^® (CIMA^® ), Certified Private Wealth Advisor^® (CPWA^® ), Retirement Management Advisor^® (RMA^®)—and world-class education.

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CIMA Certification

CPWA Certification

RMA Certification

Membership & Publications

Conferences & Events

Online Education

What's Happening:

Join us for this industry-acclaimed conference packed with the latest on investments and wealth management, with sessions led by national thought leaders and six key tracks for learning.

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Join us Wednesday, March 13, 2019 from 11 a.m. ET - 3:30 p.m. ET to review the law and its impact on HNW clients.

Institute Members: Last chance to provide feedback in annual membership survey. Survey to close February 15.

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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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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