New Courses from the Investments & Wealth Academy

The latest additions to the Academy includes a Digital Bundle of select in-person Experience Conference Sessions, Global Financial Planning Certificate Course, and Advice and Planning Microcourse.

New Offerings

Best of Experience 2024 Bundle

Capitalizing on the extensive, high-quality programming that drives the Institute’s annual Experience conference, the Academy has digitally transformed the in-person event into a comprehensive online bundle eligible for up to 10 CE credits, including 4 tax & regulations credits, for CIMA®, CPWA®, and RMA® certifications (also eligible for 10 CFP® CE credits).

Global Financial Planning Essentials

The course curriculum, developed through a strategic partnership with the Global Financial Planning Institute, outlines how ongoing uncertainty in various political, regulatory, and economic environments has led many affluent clients and their families around the world to consider ‘diversification’ not only in terms of their investments — but also in where they live and conduct business so that they may protect their lifestyles and preserve wealth for future generations. It is eligible for 15 hours of CE credit, including 5 hours of tax & regulations CE, for CIMA®, CPWA®, and RMA® certifications (also eligible for 15 CFP® CE credits).

Advice and Planning

This course covers the four-step financial planning process and touches upon the concept of advice engagement — highlighting strategies for fostering more meaningful client conversations and delivering advice in a more effective manner. Through a blend of theoretical frameworks, practical insights, and interactive exercises, this course is designed to help advisors navigate the complexities of financial planning with confidence, integrity, and a client-centric focus. It is eligible for 1 hour of CE credit for CIMA®, CPWA®, and RMA® certifications (also eligible for 1 CFP® CE credit).

Enhanced Offering

Private Markets for Advisors

This program was originally developed as a 12-hour certificate course but has just been enhanced to include an additional 3 hours of new content that incorporates insights and best practices from a Q4 2023 research study, Adapting to Growing Private Markets: A Playbook for Practice Success, conducted by Cerulli, in collaboration with Invesco and the Institute.

The certificate course is eligible for 15 hours of CE credit for CIMA®, CPWA®, and RMA® certifications (also eligible for 15 CFP® CE credits).

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