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Exceptional Advisor Week Brings the Value of Executive Education into Focus and Affords Individuals Opportunities to Pursue Long-Term Goals That Will Have an Impact on Communities for Years to Come

Issue date: Tuesday, April 13, 2021

Contact Information: Devon Coquillard | | Contact Email: dcoquillard@i-w.org

The Investments & Wealth Institute is hosting the Exceptional Advisor Week, April 26-May 2, 2021, to shed light on the value of executive education and help create career mobility gateways for members of the financial community, including those underrepresented today, in hopes of creating a long-term impact.

Recent estimates indicate that 99% of the population does not use a financial advisor and minority communities are greatly unrepresented. When you factor in the impact technology has had on the way we do business, combined with the change in mindset and spending habits of younger generations, it’s no wonder we see a massive shift in the relationships individuals have with financial advisors. With more industry disruptors like Netflix, Tesla, and Google creating new expectations and creating an explosion of wealth, advisors today must learn new skills and strategies. More and more individuals will turn to trusted advisors who have advanced competencies.

There are incredible opportunities for advisors to attract new clients by bringing fresh, new perspectives to the industry. Earning an advanced certification in Investment Management, Wealth Management, or Retirement Management prepares advisors to have more meaningful conversations with prospects and clients and gives advisors creative strategies to talk to investors today. The Institute’s certification programs take a deeper dive into these phenomena and changing investor mindsets providing an extra layer of strategies and techniques that are game-changing.

Research shows that individuals who earn a Certified Investment Management Analyst® (CIMA®), Certified Private Wealth Advisor® (CPWA®), or Retirement Management Advisor® (RMA®) attract more clients, earn more than their peers and receive high client satisfaction ratings.

Investments and Wealth Institute’s Exceptional Advisor Week will showcase to Advisors what they can expect to gain from earning their certification through the Institute. The week coincides with ACE Academy, the industry’s premier two-day online, and will provide a glimpse into the key strategies, techniques, and methods individuals gain by becoming part of the Institute’s elite and enlightened community. In addition, the week will feature podcasts and blogs, articles and webinars with fresh perspectives for becoming an exceptional advisor.

The Investments & Wealth Institute is the premier financial professional association individuals and firms turn to for their advanced professional development because the Institute has built a framework of learning that helps advisors excel in their roles and advance quicker in their careers. The Institute has partnered with the most respected educational institutions in the world, bringing the most sought-after industry leaders to the table to provide critical insights, strategies, and techniques that few have access to. 

For more information about Exceptional Advisors Week, click here. To learn more about ACE Academy, click here.

Founded in 1985, the Investments & Wealth Institute is the premier professional association, education provider, and standards body for financial advisors. Through its award-winning events, publications, courses, and acclaimed certifications—Certified Investment Management Analyst® (CIMA®), Certified Private Wealth Advisor® (CPWA®), and Retirement Management Advisor® (RMA®)—the Institute delivers Ivy league-quality, highly-practical education to more than 20,000 practitioners annually in over 40 countries.  Members of the Institute include the industry’s most successful investment consultants, advanced financial planners, and private wealth managers who embrace excellence and ethics in applying a broad set of knowledge and skills in their daily work with clients.

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