Exclusive Certification Discounts for Edward Jones Advisors

In partnership with Investments & Wealth Institute, Edward Jones is pleased to offer its advisors and employees access to two advanced certification programs, the Certified Investment Management Analyst® (CIMA®) and Certified Private Wealth Advisor® (CPWA®).

Choose Between CIMA®, CPWA®, and RMA®

Do you want to deliver the sophisticated investment advice, services and solutions today's investors need?

The Certified Investment Management Analyst (CIMA) certification is the highest level of investment education client-facing advisors can get.

Yale/Chicago Booth: $250 Discount - CIMAEJ

2026 CIMA® Direct: $1,255 discount - IWIEJCIMA26

hatem zarrouk cima certification advisor

Enroll in a special CIMA® Direct program specifically for Edward Jones Advisors!

Learn more→

Do you want to provide U/HNW clients with wealth planning that addresses their unique and complex needs?

The Certified Private Wealth Advisor (CPWA) certification is designed specifically for advisors who work with—or aspire to work with—high-net-worth (HNW) clients.

$500 Discount Codes for CPWA:

Yale: EJCPWAYALE

Chicago Booth: EJCPWABOOTH

alyssa dalby financial advisor with cpwa certification

Enroll in a special CPWA® Direct program specifically for Edward Jones Advisors!

Learn More→

Do you want to differentiate your retirement advice with elevated capabilities and specialized knowledge?

The Retirement Management Advisor® (RMA®) certification gives advisors the tools and knowledge to build custom retirement income plans and master the retirement planning advisory process.

Why RMA?→

$500 Off Discount Code:

Chicago Booth: EJBOOTHRMA

Apply Now

How To Register

  1. Create/Login to Your Account

    Access Your Account→

  2. Scroll down to the "Add-ons & Features" section and click "Apply Now" under the Certification of your choosing

  3. When prompted and applicable, use one of the promo codes below:

    CIMA®

    • Yale/Chicago Booth: $250 Discount - CIMAEJ

    • 2026 CIMA® Direct: $1,255 discount - IWIEJCIMA26

    CPWA®

    1. Yale: $500 Discount - EJCPWAYALE

    2. Chicago Booth: $500 Discount - EJCPWABOOTH

    3. 2026 CPWA® Direct: $300 Discount IWIEJCPWA26

    RMA®

    1. Chicago Booth - $500 Off Discount: EJBOOTHRMA

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

Still Have Questions?

Schedule a Call→

Speak to an enrollment counselor.