On-Demand CE Courses

Earn continuing education (CE) credits for IWI Certifications whenever you want by accessing our vast library of concise, on-demand presentation recordings in the Investments & Wealth Academy. Focused, timely topics funnel up to the overarching themes that compose our educational curriculum--including investment management, retirement management, practice management, ethics, behavioral finance, and private wealth management.

Featured Courses

Choose from select Best-of Bundles and on-demand courses, including our highlighted courses here. Please note that on-demand courses are not eligible for CFP CE Credit.

Best of Wealth


This “best of” wealth bundle features some of our most highly-rated wealth sessions with a slant toward the future of investment and wealth management in the face of disruption. These industry thought-leaders are eager to share their different perspectives, insights, and projections for the opportunities to watch and challenges to anticipate to move your career and business forward in this post-pandemic world.

Bubbles and Market Crises


The investigation brought forth the depth of client temptations, fears of market declines, and understanding of their portfolios, as well as the advisor's perception of what their clients think of them. In the second half of the two-part series, understand how advisors can use this data to potentially improve relationships, planning, and ultimately long-term outcomes for clients. Create a path forward that focuses on your client's needs and perceptions.

Inspire Integrity: Chase an Authentic Life


Corey’s most popular keynote on ethics encourages audiences to chase the truly important things in life such as a solid character, strong personal relationships, and a sense of contentment. These “real rabbits” are compared and contrasted to more fleeting worldly success such as excessive wealth, popularity, and prestige.

Best of 2023 Strategy Forum


This on-demand bundle features the top 10 rated sessions from our 2023 Strategy Forum. You’ll gain an understanding of the evolving landscape of both traditional and alternative investments, insights into potential opportunities and risks in both domestic and global markets, knowledge of income tax rules for non-qualified stock options, and an understanding of the tax implications of diverse alternative investments.

Alternative Yield from Private Credit


Compelling to its core, alternative yield is an excellent option for income-oriented investors. Globally, yield is in high demand but has become increasingly risky to obtain. In alternative yield, investors can access a set of differentiated strategies that provide the dual utility of attractive risk-adjusted return and enhanced portfolio risk management.

Behavioral Outcomes of Retirement Planning


Retirement planning is inherently complex because life is inherently uncertain. Behavioral economics can help address natural but conflicting human desires for both predictable income and long-term growth. With a unified plan for both outcomes, clients may feel less anxiety and more likely to adhere to the plan successfully.

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

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