Investments & Wealth Institute Membership FAQs

Looking for more information on Investments & Wealth Institute membership? See the frequently asked questions asked by both existing and prospective members.

Join, Upgrade, or RenewSee Membership Details and Pricing

Currently, I’m not an Investments & Wealth Institute member. How can I become one?

You’ll automatically receive a Basic membership after you have become a candidate or earned your Certified Investment Management Analyst® (CIMA®), Certified Private Wealth Advisor® (CPWA®), or Retirement Management Advisor® (RMA®) certification with IWI.

You can also join without having or working to obtain one of our designations. Simply create an account via the website and join through your dashboard.

What are the key differences between IWI membership levels?

There are three IWI membership levels: Basic, Signature, and Elite. Below, you’ll find a summary of key benefits for each level. For more details and pricing information, please visit the membership section of the website.


  • Complimentary for all CIMA®, CPWA®, and RMA® candidates and active IWI certificants with an $895 recertification fee

  • Digital access to Investments & Wealth publications, newsletters, blogs, and podcasts

  • Copy of the Exceptional Advisor Toolkit


  • Ten hours of continuing education from the Investments & Wealth Institute on-demand library

  • 25% off all live conferences, online courses, and webinars

  • Print and digital access to IWI publications and research

  • Premium listing on


  • 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 award-winning publications and research 

  • Premium listing on 

I am not due to renew yet, but I would like to upgrade. When can I upgrade my IWI membership?

You can upgrade your IWI membership to a Signature or Elite package at any time. If you upgrade during the first year of your membership, a pro-rated fee will be assessed.

May I pay to upgrade per month?

Unfortunately, we are not currently providing a per-month payment plan. All fees must be paid in total at time of purchase.

Will I receive a reminder notification before my membership renewal date?

Yes, you will receive a reminder as you approach your IWI membership renewal date.

I’m only interested in my CIMA®, CPWA® or RMA® professional certification; may I deduct the cost of membership from the purchase amount?

All certified CIMA, CPWA, and RMA professionals receive a complimentary Investments & Wealth Institute Basic membership. With Basic membership, all your benefits are digital, which you may opt-out of receiving.

Can I become an Investments & Wealth Institute member without a CIMA®, CPWA® or RMA® certification?

Yes, you can acquire an IWI membership independently of the certifications listed above. To find more information on membership levels and benefits, visit this page.

Where can I find more information on the Code of Professional Responsibility?

All Investments & Wealth Institute members are required to adhere to the Code of Professional Responsibility and agree with the standards at the time of membership renewal. To learn more, visit this page.

I would like to showcase my IWI membership. Where can I find more information about the digital badges IWI offers?

IWI digital badges present a great opportunity to display your professional designation and credentials with colleagues, peers, employers, and clients. Visit this page to see how you can get your digital badge.

My question wasn’t answered here. Who can I contact for further assistance?

Please visit our Contact Us page, where you will find contact details for our Customer Care, Enrollment Counselors, and Candidate Support teams. We’ll connect you with a dedicated IWI staff member who can answer your specific question.