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The BeFi Barometer 2019 Is Here!

Check out the new survey findings from a collaborative partnership between Charles Schwab Investment Management Inc., Investments & Wealth Institute® and Cerulli Associates.

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2019 Wealth Advisor Forum

The Wealth Advisor Forum provides insight, effective strategies, and real-world tools to help you distinguish yourself among those who serve HNW and UHNW clients. It's the right mix of up-to-date academic, practitioner, and industry expertise that you won’t want to miss!

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2019 Exceptional Advisor Canada

Today’s competition for high-net-worth clients is intense and the financial landscape is continuing to evolve. Set yourself apart from other financial professionals as we tackle practical investment, wealth management, retirement, tax and ethics strategies.

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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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2019 Retirement Management Forum

Ranked Best Retirement Planning Conference
Nerd’s Eye View 2019

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What's Happening:

Join us for the 2019 Wealth Advisor Forum, October 21–22, 2019, Scottsdale, AZ! Learn how advanced expertise and knowledge in private wealth management adds significant value for clients.

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Retirement Management Forum, December 9–10, Hollywood, FL

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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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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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