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Are You an Exceptional Advisor?

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

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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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Practical Retirement Income Solutions

Focused on outcomes, not expectations, the RMA certification provides advisors with practical tools, techniques, and methodologies. The result is a set of knowledge and skills that can satisfy clients' retirement needs.

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Need CE?

Premier Quality. Practical Application. Convenient Delivery.
Choose from online CE that best meets your needs: quick on-demand recordings from our premier live events, rigorous online courses that are assessment-based, or interactive live webinars on trending topics.

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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.

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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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Online Education

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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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