On-Demand CE Courses

Earn continuing education (CE) credits for IWI Certifications whenever you want by accessing our vast library of concise, on-demand presentation recordings in the Investments & Wealth Academy. Focused, timely topics funnel up to the overarching themes that compose our educational curriculum--including investment management, retirement management, practice management, ethics, behavioral finance, and private wealth management.

Featured Courses

Choose from select Best-of Bundles and on-demand courses, including our highlighted courses here. Please note that on-demand courses are not eligible for CFP CE Credit.

Best of Wealth

This “best of” wealth bundle features some of our most highly-rated wealth sessions with a slant toward the future of investment and wealth management in the face of disruption. These industry thought-leaders are eager to share their different perspectives, insights, and projections for the opportunities to watch and challenges to anticipate to move your career and business forward in this post-pandemic world.


5.5 CE HOURS

Bubbles and Market Crises

The investigation brought forth the depth of client temptations, fears of market declines, and understanding of their portfolios, as well as the advisor's perception of what their clients think of them. In the second half of the two-part series, understand how advisors can use this data to potentially improve relationships, planning, and ultimately long-term outcomes for clients. Create a path forward that focuses on your client's needs and perceptions.


2 CE HOURS

Inspire Integrity: Chase an Authentic Life

Corey’s most popular keynote on ethics encourages audiences to chase the truly important things in life such as a solid character, strong personal relationships, and a sense of contentment. These “real rabbits” are compared and contrasted to more fleeting worldly success such as excessive wealth, popularity, and prestige. Audience members leave with a better sense of what it takes to develop integrity, set priorities, gain a big-picture perspective, and chase an authentic life.

2 CE HOURS

Best of 2023 Strategy Forum

This on-demand bundle features the top 10 rated sessions from our 2023 Strategy Forum. You’ll gain an understanding of the evolving landscape of both traditional and alternative investments, insights into potential opportunities and risks in both domestic and global markets, knowledge of income tax rules for non-qualified stock options, and an understanding of the tax implications of diverse alternative investments.


10 CE HOURS

Alternative Yield from Private Credit

Compelling to its core, alternative yield is an excellent option for income-oriented investors. Globally, yield is in high demand but has become increasingly risky to obtain. In alternative yield, investors can access a set of differentiated strategies that provide the dual utility of attractive risk-adjusted return and enhanced portfolio risk management.

1 CE HOURS

Behavioral Outcomes of Retirement Planning

Retirement planning is inherently complex because life is inherently uncertain. Behavioral economics can help address natural but conflicting human desires for both predictable income and long-term growth. With a unified plan for both outcomes, clients may feel less anxiety and more likely to adhere to the plan successfully. This session aims to make behavioral biases work for, not against, the retiree in an intuitive way.

2 CE HOURS

Course Catalog

Access our Course Catalog for a comprehensive look at our live and online events, certifications, certificate courses, short courses, micro courses, webinars, on-demand offerings—and much more.

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More Ways to Earn CE

Educational Webinars

IWI offers a variety of webinars that expand your knowledge and skills, gain expertise and establish credibility around specific topics that you can put into action to enhance your business and deepen engagement with your clients.

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Conferences

Our conferences prioritize speakers from leading academic institutions and innovative thought leaders throughout the industry and are intended to challenge, educate, and most importantly, give practical takeaways advisors can apply to their practice.

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Monitor Quizzes

Earn continuing education credits by reading Investments & Wealth Monitor! Each issue’s CE quiz is accepted for one hour of CIMA®, CIMC®, CPWA®, and CFP® continuing education (CE) credit.

Learn More→

Need a custom learning solution for your firm?

As competition for high-net-worth clients increases, sponsoring advanced education for your firm’s investment, wealth management, and retirement professionals delivers tangible benefits—from increasing client wallet share to retaining your top performers. 

Contact Lara Davies, Key Accounts Director→