Certification Preferred Rates for BMO Advisors

The Investments & Wealth Institute and BMO have partnered on preferred pricing for CPWA® and RMA® — the Advanced Certifications financial professionals earn to serve high-net-worth clients.

BMO Employees Save on Advanced Certifications

BMO employees get preferred pricing on CPWA and RMA from Investments & Wealth Institute. Each certification builds specialized capability for serving high-net-worth clients: CIMA® for investment management, CPWA® for private wealth management, and RMA® for retirement income planning.

Master Investment Management with the CIMA Certification

The CIMA certification is for financial professionals who build and manage investment portfolios for high-net-worth clients. The program covers portfolio construction, asset allocation, manager selection, and risk management. Coursework runs through Yale School of Management, Chicago Booth, or online with the Investments & Wealth Institute. Learn More

Apply NowEnrollment Schedule

Navigate Complex Wealth Dynamics with the CPWA Certification

The CPWA certification is for financial professionals working with affluent and ultra-high-net-worth clients on the issues that come with significant wealth: tax planning, estate structures, executive compensation, concentrated positions, and family governance. Coursework runs through Yale School of Management, Chicago Booth, or online with the Investments & Wealth Institute. Learn More

$300 Discount Code:

  • 2026 CPWA® Direct: IWIBMOCPWA26

Apply NowEnrollment Schedule

Secure Sustainable Retirement Income Strategies with the RMA Certification

The RMA certification is for financial professionals helping clients move from building assets to drawing on them. The program covers retirement income strategy, distribution planning, longevity risk, sequence-of-returns risk, and Social Security timing. Learn More

$500 Discount Code:

  • Chicago Booth: BMOBOOTHRMA

Apply NowEnrollment Schedule

How To Register

1

Log in or create an account

Log in or create an Account→
2

From your account dashboard, click on Apply For Certification

3

Select the certification you want to enroll in and follow the on-screen application steps

4

Enter your discount code during checkout


CPWA
2026 CPWA® Direct: $300 Discount - IWIBMOCPWA26

RMA
Chicago Booth: $500 Discount - BMOBOOTHRMA

For issues with accessing the application, please contact certification@i-w.org.

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