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Join, Renew & Upgrade

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New Members
Welcome to Investments & Wealth Institute. Whether you are joining as a candidate with one of our certification programs, as an attendee for one our best-in-class conferences, or fine tuning your skills in our specialized professional development programs we welcome you to your community of exceptional advisors, investment consultants, wealth manager, and retirement advisors.

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.

Use the membership form: 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.

Explore your membership benefit options here.

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.

Renewals/Reactivations
We appreciate your continuing your membership! As a member you are part of a thriving community of exceptional advisors, investment consultants, wealth managers, and retirement advisors. We want you to get the most value out of your membership, too.

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.

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

Explore your membership benefit options here.

Upgrade Your Membership
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.

Not yet due to renew but you would still like to enjoy an enhanced expereince? We invite you to upgrade your membership benefits with the Signature or Elite membership packages. Enjoy complimentary access to our one-hour on-demand library, a VIP experience for a premium conference expereince, 25% to 40% off courses and events, plus the benefits you have come to rely on from Investments & Wealth Institute.

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.

Explore your membership benefit options here.