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

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