Premier Online Learning from the Investments & Wealth Institute

Empower Your Growth.

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

Accelerate your journey to Certified Success.

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.

Global Financial Planning Essentials

The Global Financial Planning Essentials certificate program covers the fundamental principles and strategies of international financial planning. It aims to equip financial professionals with the essential knowledge and skills necessary to navigate the complexities of cross-border financial planning.

15 CE HOURS

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.

5 CE HOURS

Explaining Blockchain and Digital Assets to Clients and Prospects

Digital assets represent the first new asset class in 150 years, with innovations that will transform commerce on a planetary scale. In this informative session, you’ll gain vital knowledge about blockchain and digital assets, enabling you to have meaningful conversations with prospective and existing clients.

1 CE HOUR

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.

Conferences

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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