Microcourses

Our microcourses as part of the Investments & Wealth Academy offer bite-sized, “just-in-time learning” opportunities no more than two hours in length. Covering a range of in-demand industry topics, our microcourses offer a glimpse of what often can be found in the curriculum of our other online learning courses, including our certification programs.

Featured Courses

Advice and Planning

1 CE HOUR

This course will cover the four-step financial planning process and will touch upon the concept of advice engagement, highlighting strategies for fostering more meaningful conversations and delivering advice in a more effective manner.


Explaining Blockchain and Digital Assets to Clients and Prospects

1 CE HOUR

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.



Social Security Planning

1 CE HOUR

Advisors must understand the implications of when and how to take Social Security retirement benefits when creating holistic, goals-based retirement income plans.


Taxation of Cryptocurrency and Digital Assets: Part 1

1 CE HOUR

This microcourse provides a comprehensive review of how digital assets are taxed using practical knowledge in an easy-to-follow and useful framework. Presented in two parts, this module will provide tools and planning opportunities for both personal tax needs and as well as for financial planners working with clients.


Taxation of Cryptocurrency and Digital Assets: Part 2

1 CE HOUR

This microcourse provides a comprehensive review of how digital assets are taxed using practical knowledge in an easy-to-follow and useful framework. Presented in two parts, this module will provide tools and planning opportunities for both personal tax needs and as well as for financial planners working with clients.


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.

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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→