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

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

Basic

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Signature

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Elite

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All Members

Digital access to IWI award-winning publications

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All newsletters, blogs, podcasts, and the Exceptional Advisor Toolkit

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Premium Continuing Education

CE on demand

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

Savings on all premier, audit-proof IWI CE (including conferences, courses, and webinars)

40% off

$5 CE self-reporting fee waived

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Microcourses

Complimentary

*New* No Cost Access to Advanced Certificate Programs

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Curated Thought Leadership

Access to print versions of:

  • Investments & Wealth Monitor

  • Investments & Wealth Research

  • Journal of Investment Consulting

  • Retirement Management Journal

  • Wealth Management eJournal

Digital only

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Digital, print, and editor’s choice

Print subscription to Barron’s magazine

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Tools and Resources

Premium profile and listing on InvestmentHelp.org

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Complimentary client brochures promoting your IWI certifications

50 brochures

Premier Customer Care

Concierge service

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+VIP access to speakers, preferred seating at events

Welcome gift for new members

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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 Membership

Join, Renew or Upgrade IWI Membership: 3 Steps

Joining, renewing, and upgrading your IWI membership is easy!

  1. Create or log in to your Investments & Wealth Institute member account.

  2. From the My Institute box, select Join, Renew, or Upgrade.

  3. 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.