Investments & Wealth Institute®

Membership

 

 

Begin your member journey with the Institute

An Institute membership is the perfect complement to your career journey. Whether you’re beginning your career or are a seasoned financial professional, the Institute is here to provide you with the tools, resources, and certifications that distinguish you from the competition.

Our membership levels provide you with the freedom of choice. Select a membership level best suited for you personally, financially, and professionally.

Membership Levels and Benefits


The Institute offers three levels of membership, Elite, Signature, or Basic, allowing you to tailor your experience to meet your professional development preferences and needs.

Elite and Signature membership offers access to the Institute’s premier continuing education library, discounts on Institute conferences, courses, and webinars, delivery of printed versions of our award-winning publications, and more. Your membership pays for itself if you attend just one Institute event during your two-year membership.
 

Become a member

Basic Membership


*$0 + $895 Certification Renewal
2 Year Membership

Perfect for those who want a taste of the Institute or prefer to learn a la carte.

Includes:

  • Digital access to our award-winning publications
  • All newsletters, blogs, podcasts and the Exceptional Advisor Toolkit
  • Access to our Hive community

*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. Non-certificant and  International pricing is available.
 

Become a member

Signature Membership

 

$395 + $895 Certification Renewal
2 Year Membership

Step up your professional development with Signature membership.
 

Everything in Basic plus:

  • Ten hours of CE from our on-demand library!
  • 25% off all live conferences, online courses, and webinars
  • Print and digital access to our award-winning publications
  • Concierge service


Become a member

Elite Membership

 

$895 + $895 Certification Renewal
2 Year Membership

Become an Institute VIP with this premier professional development experience.

Everything in Basic plus:

  • Unlimited access to one-hour CE from our on-demand library
  • 40% off all live conferences, online courses, and webinars
  • Print and digital access to our award-winning publications
  • Concierge service
 

 

 

 

basic_tier

Basic

signature_tier

Signature

elite_tier

Elite

 

Ivy League-Quality Education with Practical Application

CE from On-Demand Library

 

 

10 hours of CE, plus 1 hour of Ethics CE


Unlimited Access plus 2 hours of Ethics CE and 1 hour of Tax & Regulation

Discount on all premier, audit-proof Institute CE (Includes live conferences, courses, and webinars)

 

25% off all live events and on-demand courses


40% off all live events and on-demand courses

Conference buddy discount (your friend, colleague or spouse will receive discounted registration rates)

 

$100 buddy discount


$200 buddy discount

 

Curated Thought Leadership for Advanced Advisors

Access to award-winning publications: Investments & Wealth Monitor, Investments & Wealth Research, Journal of Investment Consulting, Retirement Management Journal, and Wealth Management eJournal

 

Digital & Print

Digital & Print

+ Editor's Choice

Print subscription to Barron’s Magazine

 

Access to our HIVE community where you can explore curated content, connect with fellow members, stay up to date on trends and industry news, and share best practices

All newsletters, blogs, and podcasts

 

Tools and Resources to Better Position Your Ethics and Expertise to Clients

Premium profile and top listing on InvestmentHelp.org

 

25 brochures

Complimentary client brochures promoting your certification (certificants only)

 

25 brochures

50 brochures

 

Premier Customer Service

Concierge treatment at in-person conferences (VIP access to speakers, preferred seating, VIP events)

 

Welcome gift for new members

 

 

 


Join, Renew, or Upgrade


Start by creating or logging into your account here to join, renew, or upgrade your membership.  
Once logged in to your account, locate the “My Institute Membership” box and select “Join” if you are new, select "Renew or Fix This" if reactivating or "Upgrade" to elevate your package.

Select your benefit package and join. Look for your email confirmation to begin enjoying your new Institute membership.
If you prefer to provide a hard copy form for your membership, please download the new member application or member renewal 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 it has been more than two years since your last active membership.

*Members may upgrade anytime from the 'My Institute Membership' box, activating the benefits immediately. If you upgrade through your certification renewal, the new benefits will be effective when your upcoming renewal cycle has begun.

 

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 Our Members are Saying

 

 

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"The Institute provides me a network of like-minded, high-caliber professionals who compel me to challenge the status quo, to be better. The networking opportunity at conferences is tremendous. That’s where the magic happens. You get to rub shoulders with the best and brightest in the industry."

Kelly Walsh, CIMA®, RCC®
Director, Global Wealth Consulting
CGI
Investments & Wealth Institute member since 2006

"Being a member of the Investments & Wealth Institute means that I care about my clients, I care about my own development, and I care enough to do everything in my power to be the best advisor I can be for all my clients out there."

Desiree Maldonado, CIMA®, CPWA®, CFP®
Financial Consultant
Popular Securities, LLC
Investments & Wealth Institute member since 2004

"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."

Anuj Gupta, CIMA®, CPWA®
Vice President
Envestnet
Investments & Wealth Institute member since 2005

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