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

Private Markets for Advisors

This assessment-based certificate program provides advisors with the knowledge, skills, and capabilities to enhance portfolio-return potential through private market exposure. This course is designed for professionals who wish to learn valuable best practices to implement alternative strategies into their practice.


15 CE HOURS

Private Wealth Essentials

This program focuses on the specific needs of high-net-worth (HNW) clients and covers five core areas: Tax Strategies and Planning, Portfolio Management, Asset Protection and Risk Management, Charitable Giving, and Estate Planning. Each of these areas is examined in conjunction with the needs of HNW clients fitting three different profiles: the executive, the closely held business owner and the retirement client.


15 CE HOURS

Global Financial Planning Essentials

Due to ongoing uncertainty in various political, regulatory, and economic environments, affluent individuals and families across the world are turning their attention to diversification not only through investment migration but also through where they purposefully choose to live and conduct business in order to protect their lifestyles and preserve wealth for future generations.


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.

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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®, RMA®, CPWA®, and CFP® continuing education (CE) credit.

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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→