Short Courses

Our short courses often either complement or provide more in-depth coverage of topics from our certificate programs or certifications—providing you with the flexibility of how to construct your life-long learning journey with IWI.

Featured Course

Using BeFi to Build Trust and Manage Investor Behavior

5 CE Hours

To build high-trust client relationships, the demonstration of one’s technical skills is nowhere near enough. This is because the demonstrated ability of the advisor is about the past. Yet, the decision to trust is primarily about the future – what the advisor will do next.


Using BeFi to Build Trust and Manage Investor Behavior financial advisor course

Strategic Planning for Business Owners

5 CE Hours

Navigating the complex landscape of business ownership requires strategic foresight and informed decision-making. This 5-hour short course is designed to equip those advising entrepreneurs, small business owners, and aspiring business leaders with the knowledge needed to help them make better and smarter financial decisions at all stages of the business lifecycle.


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.

View Upcoming Webinars→

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.

View Upcoming Events→

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.

Learn More→

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→