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Events & Education

Learn new strategies & techniques your way. As a premier provider of advanced financial education, take advantage of the Institute's live conferences, online courses, and leading publications. Realize your vision for excellence and increase your expertise. Become an exceptional advisor.

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Boost your Financial IQ
Eleven key learning domains comprise the Investments and Wealth Competency Matrix, providing you with the business management and ethical framework needed to become an exceptional advisor. Learn more.

Our goal is to deliver the right content at the right time, to the right professional – you.

Continuing Education (CE)

The Institute partners with universities, practitioners, and the financial industry to offer real-world, practical education. Members receive substantial discounts on our events and courses, as well as CE credits for attending and can manage or track their CE progress online. They also benefit from additional resources provided by Institute-approved CE providers. CE is available for CIMA®, CPWA®, RMA‚Ą†, CFP®, and CPA professionals.

Take advantage of these opportunities to learn, discuss, and apply:
 

See why Investments & Wealth Institute Education is Among the Best in the Industry

Institute educational opportunities are considered among the best in the industry. Watch the video below to discover what members have to say.       






 

 

New! Retirement Management
Advisor (RMA) certification

Discover an "across the silos approach" to retirement education. Earn this designation to help clients planning for or already living in retirement.

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New! Fundamentals of
Exchange-listed Options

Examine the investment characteristics of equity and index options to use them to strategically manage portfolio risk, enhance returns, and gain unique market exposure.

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