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It’s not enough to merely be aware of a constantly changing world, new developments in investing, advances in technology, and shifting client needs. You must also be ahead of them at all times. That’s where Investments & Wealth Institute membership comes in.

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40%
<45 or younger
75%
CIMA or CPWA-certified
$364 million
Average AUM

An Investments & Wealth Institute membership is an invitation to excel. Whether you’re establishing yourself or an industry veteran, whether your clients are individuals or institutions, or whether you’re a firm committed to giving clients the highest-quality advice and service, the Institute gives you the resources you need to be at your best.

View our member profile to learn more about the elite group of financial professionals who call themselves Institute members. Discover the array of member benefits you will receive when you join the Institute.

Institute membership is $345 a year for Institute certificants or $395 for others.

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Hear how Institute membership has added value to these long-time members’ professional lives.


Portfolio Architect
Jim Pupillo

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Keeping the Saw Sharp
Kevin Sánchez

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The Perfect Field
Helen Modly

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  • If you strive to become better and continuously improve every day
  • If becoming stagnant in your career is not an option
  • If you know that if you're not continuously learning then you're falling behind

Then you owe it to yourself to explore the Investments & Wealth Institute. Become an Institute member today.

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