Certification Preferred Rates for Cetera

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

Cetera Advisors Save on Advanced Certifications

Cetera advisors get preferred pricing on CIMA®, 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

$1,255 Discount Code:

  • CIMA® Direct: IWICTCIMA26

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:

  • CPWA® Direct: IWICTCPWA2026

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 Off Discount Codes:

  • Chicago Booth: CTBOOTHRMA

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

CIMA®
2026 CIMA® Direct: $1,255 Discount - IWICTCIMA26

CPWA®
2026 CPWA® Direct: $300 Discount - IWICTCPWA2026

RMA®
Chicago Booth: $500 Discount - CTBOOTHRMA

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

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