The Institute Newsroom

Investments & Wealth Institute (“the Institute”), the premier professional membership association, education provider, and credentialing body for financial service professionals and advisors serving...

‘Visual Insights’ Nano Courses Break Down Complex Financial Planning Issues in a Modern, Innovative Way; ‘Strategic Planning for Business Owners’ Short Course Delves into Timely Planning Needs, from...

Back by popular demand, the program offers intensive, condensed education option for students who want to fast track their wealth management education

This Fall Forum is an Exclusive Executive Education Program for Institute Members, Invited Advisors and Industry Influencers; Offers up to 14.5 Institute and CFP^® Certification Credits

Investments & Wealth Academy Platform Adds to its Curated Continuing Education (CE) Content Library with New Offerings; Expands Popular Private Markets Course to Include Cerulli/Invesco...

Investments & Wealth Institute (“the Institute”), the leading credentialing body for financial advisors and wealth management professionals, is pleased to announce that the Institute’s Certified...

These two executives represent the Institute’s ongoing commitment to hire organizational talent with both industry knowledge and technical expertise to successfully serve the needs of its members

The Certified Investment Management Analyst^® (CIMA^®) certification program has been updated to reflect the current knowledge, skills and capabilities needed for today’s advanced practitioner.

The Investments & Wealth Institute (the Institute)—the premier professional association, education provider, and standards body for financial advisors—presented four awards recognizing outstanding...

CEG Worldwide and its research arm CEG Insights to provide curated content from its Wealth Management Mastery Series and proprietary research developed jointly between CEG and the Institute