Learn With our Professionals features informative, educational videos for investors from Certified Investment Management Analyst® (CIMA®) and Certified Private Wealth Advisor® (CPWA®) credentialed Investments & Wealth Institute members.

Are You an Investor Considering a Trust?

Christopher Holtby, CIMA®, CPWA®, Co-founder of Wealth Advisors Trust Company, tackles legacy and trusts for investors.

Find an Advisor That's Right for You

As an investor, what should you look for when choosing an advisor? Watch Jeffrey Lieberman, CIMA®, CPWA®, CFP®, to learn what investors should look for when choosing an advisor to meet their needs.


Do Good With Your Wealth

Watch Tricia M. Hollander, CIMA®, CPWA®, CFP®, explain the basic questions investors must consider when defining what it means to do good with their wealth.

Build Your Legacy

Watch Tricia M. Hollander, CIMA®, CPWA®, CFP®, explain how investors can work with an advisor to begin planning out their legacy.