Join & Renew

Current Members New Members
Renew Now Join Today
Download the Membership Renewal Application Download the New Membership Application


We appreciate your continuing your membership or joining the Institute, and we value your vital contribution to our community of exceptional advisors, investment consultants, and wealth managers. We want you to get the most value out of your membership, too, so we’re taking this opportunity to remind you of all we have to offer as an organization, and the benefits and program discounts you’re entitled to.

Whether you are interested in our industry-leading events and conferences, pursuing advanced certifications, or fine-tuning your skills in one of our specialized professional development programs, we invite you to explore the world of the Investments & Wealth Institute—and find out what’s right for you.

  • Best-in-class certifications
  • Premier quality education
  • Exceptional live events
  • Specialized online learning
  • Insightful publications
  • Library of online resources
  • Elite community of peers

Check out the Institute Offerings

View a complete list of membership benefits