Certificate Programs

These programs provide opportunities for advisors to go deeper into topics and areas that are either aligned with our certification programs or for which content gaps exist. Designed to help advisors address the needs of their clients and build even stronger client relationships, certificate programs are a great way to meet your targeted education needs.

Featured Courses

Applied Behavioral Finance

In the investing world, not acting on emotion is paramount. Applied Behavioral Finance gives advisors the tools to understand and...


15 CE HOURS

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...

15 CE HOURS

Private Wealth Essentials

Private Wealth Essentials is an introduction to working with private wealth clients. This 15 hour course focuses on the specific needs of high-net-worth...

15 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.

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.

Monitor Quizzes

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

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