Exclusive MMI Access to IWI Certifications & Programs

IWI is proud to partner with the Money Management Institute (MMI) to provide preferred pricing on advanced certifications and programs. The Institute is your community to excel and advance your career.

Advanced Certification Savings Exclusively for MMI Members

In partnership with Investments & Wealth Institute, the Money Management Institute is pleased to offer its member firms, their staff and affiliated employees' access to three advanced certification programs, 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.

Why CPWA?→
Apply Now

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

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

Why RMA?→
Apply Now

Premier Online Education and CE from The Investments and Wealth Institute

MMI members receive discounted rates when signing up for select IWI online education courses.


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Investment Management Essentials (CFP CE Approved)

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.

Enroll Now→

Private Wealth Essentials (CFP CE Approved and Tax & Regulations CE)

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.

Enroll Now→

Global Financial Planning Essentials (CFP CE Approved)

15 CE HOURS

Due to ongoing uncertainty in various political, regulatory, and economic environments, affluent individuals and families across the world are turning their attention to diversification not only through investment migration but also through where they purposefully choose to live and conduct business in order to protect their lifestyles and preserve wealth for future generations.

Enroll Now→

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