Investments & Wealth Insitute®

Membership

 

 

Your 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. Together let’s raise the professional standard in the industry.

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Members

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Countries

0+


Certificants

3


Advanced Professional Designations

6+


Communities

0%


of members have more than 20 years of Finance Experience

$0M +


AUM

5+


Conferences

 


Membership Benefits


It is not enough to merely be aware of the constantly changing world, new developments, advances in technology, and shifting client’s needs. You must be ahead of them at all times and demonstrate your value as an advanced advisor. The Institute's membership benefit options allow you access to the most advanced community, education, and professional certifications to deliver on that value every day.
 

Member Profile           Membership Options           Member Resource Library

 

Explore our package options and select benefits

 

 

 

basic_tier

Basic

signature_tier

Signature

elite_tier

Elite

All newsletters, blogs, podcasts and the Exceptional Advisor Toolkit

X

X

X

Award-winning Investments & Wealth Monitor

(Up to six issues annually)

X

Digital

X

Digital & Print

X

Digital & Print

Investments & Wealth Research

(Up to four issues annually)

X

Digital

X

Digital & Print

X

Digital & Print

+ Summary Webinars

Journal of Investment Consulting, Retirement Management Journal, &

Wealth Management eJournal

X

Digital

X

Digital & Print

X

Digital & Print

+ Editor's Choice

Complimentary Client Brochures promoting your certification

(Certificants Only)

 

X

25 Client Brochures

X

50 Client Brochures

2-year print subscription to Barron's Magazine

(Print Only)

 

X

X

Discount on ALL premier, audit-proof Institute CE

(Includes live conferences, courses and webinars)

 

X

25% Off ALL Live Events

& On-Demand Courses

X

40% Off ALL Live Events

& On-Demand Courses

Buddy Discount

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

 

X

$100 Buddy Discount

X

$200 Buddy Discount

Complimentary CE from On-Demand Library

 

X

5 CE Hours

X

Full Access 

Ethics CE from On-Demand Library

 

X

1 CE Hour

X

2 CE Hours

Tax & Regulation CE from On-Demand Library

   

X

1 CE Hour

Concierge treatment at in-person conferences

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

   

X

 


 


 

 


Join, Renew, or Upgrade

JOIN - New Members

 

To become a member create an account and join:

  1. Visit www.investmentsandwealth.org/login and use the link “create an account”. If you already have an account please continue to login page.
  2. Once on the Dashboard page locate the “My Institute Membership” box and select “Join”.
  3. Select your benefit package and join. Look for your email confirmation to begin enjoying your new Institute membership.

If you would prefer to provide a hard copy form for your membership, please download the new member application and submit your form and payment information to membership@i-w.org.

New members are defined as anyone who has never held membership with Investments & Wealth Institute or if it has been more than two years since your last active membership.


 

RENEW - Current Members

 

To renew or reactivate your membership:

  1. Login to your Dashboard at www.investmentsandwealth.org/login.
  2. Once on the Dashboard page locate the “My Institute Membership” box and select “Renew” or “Fix this”.
  3. Select your benefit package and renew/reactivate. Look for your email confirmation to continue enjoying your Institute membership.

If you would prefer to provide a hard copy form for your membership renewal/reactivation, please download the member renewal application and submit your form and payment information to membership@i-w.org.

 

UPGRADE

 

Members may upgrade their benefit package at their next renewal. Please note: If you upgrade your membership with your renewal those new benefits will not be effective until your next renewal cycle has begun.

To upgrade outside of renewal:

  1. Login to your Dashboard at www.investmentsandwealth.org/login.
  2. Once on the Dashboard page locate the “My Institute Membership” box and select “Upgrade”.
  3. Select your upgraded benefit package and complete your payment.
  4. Look for your confirmation to begin enjoying your new benefits.

If you would prefer to provide a hard copy form for your membership upgrade, please download the member renewal application and submit your form and payment information to membership@i-w.org.

 

 


What you will discover with Institute Membership

Membership

 

 


Membership Options

Choose your preferred member experience with one of our three options: Basic, Signature, or Elite.

Tailor your benefits to meet your professional development preferences and needs with select discounts on premier events and award-winning courses, access complimentary and convenient programs, or receive an all-access pass to everything we offer. 
 

Become a member

Basic Membership

 

*$395
(Equates to $0-$16/mo. over 2 years)
2 Year 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. International pricing is available. 



 

Become a member

Signature Membership

 

+$395
(Equates to $16/mo. over 2 years)
2 Year 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 5 of our 1-hour On-demand courses and 25% off all live conferences, online courses and webinars!

 

Become a member

Elite Membership

 

+$895
(Equates to $37/mo. over 2 years)
2 Year 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.



 

 

 


Member Resource Library

Get the most out of your membership