Advanced Certifications for LPL Financial Advisors & Employees

Consider three advanced certification programs from the Investments & Wealth Institute, including the Certified Investment Management Analyst® (CIMA®), Certified Private Wealth Advisor® (CPWA®), and Retirement Management Advisor® (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.

Why CIMA?→
Apply Now

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.

$300 Discount Code:

2026 CPWA® Direct: IWILPLCPWA26

Why CPWA?→
Apply Now

Enroll in a special CPWA® Direct program specifically for LPL Financial 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?→
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 your LPL Financial discount code:
    CPWA®

    • 2026 CPWA® Direct: $300 Discount - IWILPLCPWA26

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

Premier Online Education from The Investments & Wealth Academy

Investments & Wealth Institute also offers premier education courses on topics such as Investment Management, Private Wealth, Private Markets and Endowments & Foundations.  These courses can be used for groups of advisors to hone their skills on a particular topic or as a way for advisors to fill CE requirements for IWI® and CFP® certifications.  For more information, please contact Eric Mitchell: emitchell@i-w.org. 

Investment Management Essentials

15 CE HOURS

Created by expert practitioners, this 15-hour self-paced course puts you in the shoes of an investment management professional working with individual or institutional clients. It provides an actionable, defensible framework for the investment consulting process.


Private Wealth Essentials

15 CE HOURS

This program focuses on the specific needs of high-net-worth (HNW) clients and covers five core areas: Tax Strategies and Planning, Portfolio Management, Asset Protection and Risk Management, Charitable Giving, and Estate Planning.


Private Markets for Advisors

15 CE HOURS

This assessment-based certificate program provides the knowledge, skills, and capabilities to enhance portfolio-return potential through private market exposure. This course is designed for professionals who wish to learn valuable best practices to implement alternative strategies into their practice.


Endowments & Foundations Consulting

15 CE HOURS

The Endowments & Foundations Consulting online course teaches advanced methods for institutional investment consulting with endowments and foundations clients. Course participants learn the unique dynamics of advising non-profit clients, key principles of successful consulting and investment management, and best practices for maintaining a rewarding relationship. Content for the course is segmented into 7 learning modules. Modular learning includes readings, lectures, case study, sample documents, and supplemental videos.


Still Have Questions?

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