IWI Membership Levels and Benefits
Maximize Your Value With New Membership Benefits
We understand the imperatives elite advisors have: continual learning, constant professional growth, and clearly differentiating your practice in a competitive market.
It’s our job to help you meet those objectives.
Your Membership Just Got Better - Here's What's New
The New Visual Insights Series
All members now have access to exclusive and engaging learning content through the Visual Insights Series.
Learn More
Signature Membership Now Includes:
UNLIMITED access to our best-in-class, on-demand continuing education (CE) library. That’s more learning, more knowledge, and more opportunities to excel – without any extra cost to you!
25% off conference registrations and courses.
Print and digital subscription package to all IWI publications —premium knowledge at your fingertips.
Zero upload fees for all unsponsored CEs, saving you time and money.
Elite Membership Now Includes:
No Cost Access to Advanced Certificate Programs – vanguard education and expert insights, along with 15 hours of no-cost CE credit. Multiple topics, including Applied Behavioral Finance, Private Wealth Essentials, and more.
Full Access Pass –unlimited access to ALL our CE resources. ($5 CE self-reporting fee also waived).
Basic IWI Membership
A 2-year membership is included with any active* IWI certification ($895)
OR any purchase of $395 or more.
Non-certificant and international pricing are available.
Highlights:
Stay digitally connected to the IWI community through our publications, newsletters, blogs, and podcasts—and elevate your practice with the Exceptional Advisor Toolkit.
*Basic membership is complimentary and included for all active IWI certificants with the recertification fee of $895 and for all CIMA®, CPWA®, and RMA® candidates.
Signature IWI Membership
+ $495
for a 2-year membership when added to any active IWI certification ($895) or to the application fee for all CIMA®, CPWA®, and RMA® candidates.
Highlights:
Unlimited access to our best-in-class, on-demand continuing education (CE) library.
25% off all live conferences, online courses, and webinars
Print and digital access to award-winning publications and research
Premium listing on InvestmentHelp.org
Zero upload fees for all unsponsored CEs
And more!
Elite IWI Membership
+ $795
for a 2-year membership when added to any active IWI certification ($895) or to the application fee for all CIMA®, CPWA®, and RMA® candidates.
Highlights:
No cost access to advanced certificate programs
Full Access Pass to ALL CE resources
40% off all live conferences, online courses, and webinars
VIP Conference Experience – preferred seating, and, as possible, personal access to expert speakers.
Print and digital access to award-winning publications and research
Premium listing on InvestmentHelp.org
And more!
Full Membership Details
BasicJoin | SignatureJoinUpgrade | EliteJoinUpgrade | |
|---|---|---|---|
| All Members | |||
Digital access to IWI award-winning publications |  |  |  |
All newsletters, blogs, podcasts, and the Exceptional Advisor Toolkit | | | |
| Premium Continuing Education | |||
CE on demand | *New* Unlimited access plus 2 hours of Ethics CE and 1 hour of Tax & Regulation | Unlimited access plus 2 hours of Ethics CE and 1 hour of Tax & Regulation | |
Savings on all premier, audit-proof IWI CE (including conferences, courses, and webinars) | 25% off | 40% off | |
$5 CE self-reporting fee waived | | | |
Microcourses | 25% off | Complimentary | |
*New* No Cost Access to Advanced Certificate Programs | | ||
| Curated Thought Leadership | |||
Access to print versions of:
| Digital only |
Digital and print |
Digital, print, and editor’s choice |
Print subscription to Barron’s magazine | | ||
| Tools and Resources | |||
Premium profile and listing on InvestmentHelp.org | | | |
Complimentary client brochures promoting your IWI certifications | 25 brochures | 50 brochures | |
| Premier Customer Care | |||
Concierge service |
|
+VIP access to speakers, preferred seating at events | |
Welcome gift for new members | | | |
Every Investments & Wealth Institute certification comes with a 2-year Basic membership.
But if you’re like most members, ongoing education and engagement with the IWI community, conferences, and webinars quickly deliver significant value. You’ll look to IWI to help you continually enhance your knowledge, skills, and practical strategies as you serve your clients every day.
For dedicated and passionate advisors like you, the upgrade to Signature or Elite IWI membership is easy to justify.
Upgrade Your IWI MembershipJoin, Renew or Upgrade IWI Membership: 3 Steps
Joining, renewing, and upgrading your IWI membership is easy!
Create or log in to your Investments & Wealth Institute member account.
From the My Institute box, select Join, Renew, or Upgrade.
Select your membership level and click Join.
That’s it! Your membership will be confirmed by email.
Have Questions About Membership?
We’re here to help. Feel free to browse our membership FAQ or connect with member support.
