Premier Online Learning from the Investments & Wealth Institute

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The financial advice profession never stands still—and neither should you.

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Premier Education | Practical Application

The Investments & Wealth Academy is your one-stop-shop for premier certificate programs, short courses, microcourses, webinars, and more to stay on track with your CIMA®, CPWA®, RMA®, and CFP® continuing education (CE) requirements.

Featured Courses

With premier education programs delivered by the Investments & Wealth Institute, you have the building blocks to elevate, achieve, and thrive—throughout your career.

College and Student Loan Planning Essentials

Due to the rising costs of higher education and all-time high student loan debt levels, individuals and families are relying more than ever on advisors to help them navigate the financial complexities associated with saving for and paying for college. This course is designed for advisors and financial professionals who wish to become more knowledgeable in the areas of education funding, financial aid planning, and student loan advising.


Using BeFi to Build Trust and Manage Investor Behavior

To build high-trust client relationships, the demonstration of one’s technical skills is nowhere near enough. The objective of this short course is to equip advisors with the behavioral knowledge to be able to elicit positive responses, build trust, and manage investor behavior with confidence.


Social Security Planning

Advisors must understand the implications of when and how to take Social Security retirement benefits when creating holistic, goals-based retirement income plans. You can immediately use the information presented in this microcourse to open the Social Security discussion with every client who is 50 years of age or older.


Flexible Online Learning Opportunities for Busy Financial Advisory Professionals

Learn What You Need, The Way You Need It

Certificate Programs (15 hours)

Take a deep dive into specialized knowledge and skill sets across some of the most in-demand areas of financial and retirement planning and investment and wealth management.

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Short Courses (5 hours)

Gain deep understanding and demonstrate core capabilities in these multi-part, topical courses.

Microcourses (1 hour)

Get need-to-know information you can use right now in these engaging, interactive sessions

On-Demand CE and Best of Bundles (1-5 hours)

Get expert perspectives on timely topics—at your convenience—in these select, recorded presentations

Looking for the Complete Picture?

IWI offers educational and development programs across a range of outlets, from podcasts and publications to webinars, courses, conferences, and advanced certifications.

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Education Opportunities For All Learning Preferences

Educational Webinars

Live webinars offer opportunities to level up your knowledge on topics that matter to your financial services clients right now.


In person or virtual, IWI conferences and forums are a chance to understand critical issues through a world-class combination of content, education, and networking.

Need a Custom Learning Solution for Your Team?

We help organizations like yours create custom learning programs that empower your investment advising, retirement planning, and wealth management teams with real-world strategies for boardrooms, businesses, and clients.

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Education Partners

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Interested in Becoming a CE Provider?

When you sponsor pre-approved continuing education programs through Investments & Wealth Academy, your experts and thought leaders connect directly with the highest caliber investment, retirement, and wealth advising professionals in the industry.

Learn About Becoming an IWI CE Provider
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