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Investments & Wealth Institute Launches Three Cryptocurrency Microcourses and a Short Course on Behavioral Finance to Help Advisors Stay Relevant for NextGen Clients

Issue date: Tuesday, May 09, 2023

Contact Information: Allison Edmondson | 303-850-3207 | Contact Email: aedmondson@i-w.org

These online courses represent the Institute’s initiative to partner with other organizations and industry thought leaders and develop world-class CE educational curriculum on trending topics in an expedited manner.

Denver, CO - May 9, 2023 - The leading professional association for investment consultants and wealth management professionals, the Investments & Wealth Institute (the Institute), has added three new microcourses and one short course to its learning platform, giving certified advisor professionals new opportunities to earn up to 8 continuing education (CE) credit hours, online at their own pace.

This new wave of courses has been developed in partnership with other organizations and leading industry experts to improve the Institute’s ability to deliver educational content that reflects the external forces impacting the ever-changing industry of financial advice. These partnerships allow the Institute to accelerate the time to bring new programs to market. With this approach, the Institute expects to release, at minimum, one new learning offering—microcourse, short course or certificate program—per quarter.

“We don’t necessarily have to build everything ourselves, but we need to make sure our members and the advisor community at large have a reliable resource for high-quality content that is timely, accessible, and accommodating of different learning preferences, said Ross Riskin, DBA, CPA/PFS, CCFC, MS Tax, Chief Learning Officer for the Institute. “We don’t just offer access to content — we create educational experiences that make complex topics easier to understand and enable advisors to apply what they have learned in order to immediately add value for clients and prospects.”

Microcourses provide the ability to succinctly earn 1 CE credit for CIMA®, CPWA®, and RMA® certifications and one CE credit for the CFP Board®. The Institute first rolled out the microcourse learning format in late 2022 with Social Security Planning, in partnership with Marcia Mantell, RMA®, NSSA®, President of Retirement Consulting, Inc. Mantell is well-known for helping advisors from the U.S.’s foremost financial services firms to understand complex retirement concepts and regulations.

The cryptocurrency microcourses were developed in partnership with Digital Assets Council of Financial Professionals (DACFP), which gives financial professionals the knowledge and skills they need to provide their clients accurate, relevant, timely and valuable advice about blockchain and digital assets. DACFP was founded by Ric Edelman, a recognized industry thought leader and founder of the largest independent financial planning and investment firm in the country. Both Edelman and René Chaze, an advisor to DACFP and a Partner with Tiny Orange Capital, contributed to the course development.

The three courses are:

In addition to the microcourses, the Institute has also developed a new short course, Using BeFi to Build Trust and Manage Investor Behavior, which is designed to equip advisors with the behavioral knowledge to be able to elicit positive responses from their clients—building trust in their relationships—and manage investor behavior with confidence. This course provides the ability to succinctly earn 5 CE credits for CIMA®, CPWA®, and RMA® certifications and 5 CE credits for the CFP Board®.

The course was developed in tandem with Herman Brodie, founding director of Prospecta Limited, a firm that specializes in behavioral economics. Brodie is a world-renowned author, accomplished speaker and a trainer of decision-makers in financial services and other industries, such as healthcare, education, politics, charities, etc.

A full catalog of Institute online learning curriculum can be found here.


For more information, contact Allison Edmondson, Communications, Investments & Wealth Institute, at aedmondson@i-w.org

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®) certifications—the Institute delivers Ivy league-quality, highly-practical education to more than 30,000 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. Learn more at www.investmentsandwealth.org.



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