IWI is proud to announce a new membership benefit offering exclusive access to concise, interactive financial strategies.
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Investments & Wealth Institute is your home for career advancement, expert insights, and community for financial advisors, investment professionals and wealth managers.
And that’s just the beginning.
The value of membership grows as you connect with academic experts, industry innovators, retirement specialists and your peers—seasoned professionals who exemplify the highest standards of integrity and ethical service to their clients, their firms, and their industry.
IWI is proud to announce brand new benefits for our members. These new membership tiers are designed to offer advisors multiple pathways and powerful tools as they journey towards that success.
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IWI membership opens the door to a world of valuable and impactful tools and resources. Signature and Elite Membership levels elevate this value so you can further elevate your career.
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Randell Pickett, CIMA®
Co-Founder, The Pickett Group of LPL Financial
Member since 1995
What inspired you to join the Investments & Wealth Institute initially?
I was attracted to the professionalism of the organization that encouraged a process-oriented client approach delivered with the highest ethical standards. I also found the requirement of continual self-improvement through continuing education compelling, as well as the ability to interact and learn from the top professionals in the wealth management industry.
Read the Full Spotlight and Past FeaturesWhen you achieve your Certified Investment Management Analyst® (CIMA®), Certified Private Wealth Advisor® (CPWA®), or Retirement Management Advisor® (RMA®) certification, you also get Basic membership. Let us help you make the most of it.
Promote your exceptional investment, wealth management, and retirement planning services on InvestmentHelp.org - our highly trafficked site for highly regarded advisors. Increase your credibility by using our digital certification marks.
Create impactful marketing materials with our easy-to-use templates and customizable brochures.
Keep up to date on evolving client needs and industry trends with IWI research studies.
Align with IWI guidelines and ethical standards for financial advisors.
This international community for Certified Investment Management Analysts® promotes the highest standards of knowledge and practice for investment and wealth professionals constructing sophisticated portfolios for individuals and institutions in Asia Pacific, including Australia, New Zealand, Singapore and Hong Kong.
Explore Benefits of Membership in the CIMA® Society Asia PacificCurrent members can upgrade any time. Simply log in to your account, locate the My Institute Membership box, and select Upgrade. Your new benefits will be activated immediately.
If you upgrade during your certification renewal, your new benefits will be effective when your upcoming renewal cycle starts.
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"Investments & Wealth Institute membership means being part of an organization within our industry of advisors and individuals who are working with clients and being part of an organization that is effectively advancing our industry."
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