Investments and Wealth Institute

Vote on Institute Bylaws by December 13

Certification Changes Coming January 2020

Starting January 1, 2020, the new tax/regulation CE requirement will go into effect, along with additional enhancements to the CE reporting system. See how these changes may impact you.

CE Renewal Requirement Changes

CE Reporting Changes

2019 Retirement Management Forum

Ranked Best Retirement Planning Conference
Nerd’s Eye View 2019

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Our Mission

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

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New Private Wealth Essentials Online Course!

Private Wealth Essentials is an introduction to working with private wealth clients. This 14.5-hour course focuses on the specific needs of high-net-worth (HNW) clients.

Membership & Publications

Conferences & Events

Online Education

What's Happening:

Enhance your expertise in retirement planning by attending the Retirement Management Forum, December 9–10, Hollywood, FL

2020 Investment Advisor Forum

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

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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