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Investments & Wealth Competency Matrix

The Investment & Wealth Competency Matrix ensures that the association's advanced education for investment and wealth professionals remains on the forefront of an evolving industry.

The Institute’s unique Investments & Wealth Competency Matrix ensures that the association’s advanced education for investment and wealth management professionals remains on the forefront of an evolving industry.  By articulating competencies for those who provide advice to high-net-worth individuals and/or institutions, the matrix offers a business management and ethical framework incorporating 11 learning domains.

Through the domains covered in the matrix, experienced professionals can receive live or online education on the topics needed to increase their ability to provide investments and wealth advice. In addition to serving as the required standards for providing investments and wealth advice, the competencies and ethical standards included in the matrix are integral to the Institute’s key credentialing programs, the Certified Investment Management Analyst® (CIMA) and Certified Private Wealth Advisor® (CPWA) certifications.

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