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ACE 2020 Boston: The Exceptional Advisor Conference Update

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Navigating Turbulent Times

Your 1-stop shop for actionable advice and practical application

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Defining the Future of Wealth Management 2020

An overview of the knowledge, skills, and capabilities for today’s wealth management professional.

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Institute Launches New CPWA Intensive Prep Program


Our new streamlined program prepares you to take the CPWA exam with confidence. Registration now open.
 

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Institute Unveils New Scholarship Fund

Investments & Wealth Institute wants to help eligible individuals who are passionate about growing their career through advanced education.

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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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What's Happening:

Important updates on our Annual Conference Experience (ACE).

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Investments & Wealth Institute responds to COVID-19.

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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.

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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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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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