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

To build high-trust client relationships, the demonstration of one’s technical skills is nowhere near enough. This is because the demonstrated ability of...


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.


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.

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.

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