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Investments & Wealth Insitute®

Value of Membership

 

The Institute is your community to excel and advance your career


Succeeding as an advisor today means demonstrating value. The Institute's membership benefits, professional designations and educational programs help advisors deliver on that value every day.
 

Why Join


What unites all of the Institute's educational offerings is our emphasis on the highest quality. Our education is immersive, giving advisors the kind of deep-dive that opens eyes and turns knowledge into expertise. Presenters for our certification programs and educational events are award-winning academics, industry thought leaders and strategists, and leading practitioners. 

Learn and grow with a global community of Exceptional Advisors 


The Investments & Wealth Institute is your community of advisors. You've got professional goals, and we've got personalized plans to help you achieve them. Don't delay. Start reaching higher. 

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Advanced Professional Designations

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Certificants

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Conferences

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Hours of Online Learning

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Award Winning Publications

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New Communities

What you will discover with Institute Membership

Membership

 

Membership Benefits


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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.

Explore Member Benefits

View Member Profile

Download the Current Catalog
(courses, events and specialty programs)

Membership Options

 

We have three membership experiences to choose from: Basic, Signature and Elite.
Our membership options allow members to tailor the membership experience and select the benefits and professional development access that best fits your preferences and education needs.

Get just what you need or opt for a premium tier which provides discounts on premier events and award-winning courses and access to complimentary CE and concierge level support, and VIP benefits at events. See comparisons and savings of premium tiers.

 

Become a member


Basic Membership

Perfect for those who want a taste of the Institute or prefer to learn a la carte. Basic Membership gets you everything you need to start your professional development journey.

Basic Membership will be complimentary and included for all active Institute Certificants, with the recertification fee of $895 and for all CIMA®, CPWA®, and RMA® candidates.
 

Become a member


Signature Membership

Step up your professional development with access to all publications, discounts on online courses, and all the premium content the Institute has to offer. From complimentary continuing education (CE) hours to client brochures and more.

Your Signature Membership includes everything in Basic, PLUS access to 25% off all live conferences, online courses and webinars!
 

Become a member


Elite Membership

Become an Institute VIP with this premier professional development experience. Take any of our 1-hour On-Demand classes or courses with your full access pass and attend special webinars for Elite Members only.

Your Elite Membership lets you enjoy full access to everything the Institute has to offer. Elite Members also enjoy 40% off all live conferences, online courses and webinars.
 

 

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Basic

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Signature

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Elite

All newsletters, blogs, podcasts and the Exceptional Advisor Toolkit

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Award-winning Investments & Wealth Monitor

(Up to six issues annually)

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Digital

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Digital & Print

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Digital & Print

Investments & Wealth Research

(Up to four issues annually)

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Digital

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Digital & Print

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Digital & Print

+ Summary Webinars

Journal of Investment Consulting, Retirement Management Journal, &

Wealth Management eJournal

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Digital

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Digital & Print

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Digital & Print

+ Editor's Choice

Complimentary Client Brochures promoting your certification

(Certificants Only)

  

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25 Client Brochures

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50 Client Brochures

2-year print subscription to Barron's Magazine

(Print Only)

  

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Discount on ALL premier, audit-proof Institute CE

(Includes live conferences, courses and webinars)

  

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25% Off ALL Live Events

& On-Demand Courses

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40% Off ALL Live Events

& On-Demand Courses

Buddy Discount

(Your friend, colleague or spouse will receive discounted registration rates)

  

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$100 Buddy Discount

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$200 Buddy Discount

Complimentary CE from On-Demand Library

  

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5 CE Hours

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Full Access 

Ethics CE from On-Demand Library

  

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1 CE Hour

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2 CE Hours

Tax & Regulation CE from On-Demand Library

    

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1 CE Hour

Concierge treatment at in-person conferences

(VIP access to speakers, preferred seating, VIP events and in-room check-in)

    

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