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® and CPWA®

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.

$250 Discount Code for CIMA:

CIMAEJ

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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

$300 Discount Code:

2026 CPWA® Direct: IWIEJCPWA26

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

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

    CPWA®

    • Yale: $500 Discount - EJCPWAYALE

    • Chicago Booth: $500 Discount - EJCPWABOOTH

    • 2026 CPWA® Direct: $300 Discount IWIEJCPWA26

  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.