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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 CertificationCPWA CertificationRMA CertificationMembership & PublicationsConferences & EventsOnline Education

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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Learn how to develop effective teams, attract talent & create succession plans. Sign up for Driving Value for Clients and Advisors Thursday, May 23 11:00-3:30pm EST Earn 4 CEs

Register today!

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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