Advanced Certifications for Northwestern Mutual 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

Enroll in a special CIMA® Direct program specifically for Northwestern Mutual 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 Code:

2026 CPWA® Direct: IWINWMCPWA26

Why CPWA?→
Apply Now

Enroll in a special CPWA® Direct program specifically for Northwestern Mutual 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.

$500 Off Discount Codes:

Chicago Booth: NWMBOOTHRMA

Why RMA?→
Apply Now

How To Register

  1. Create/Login to Your Account

    Create/Login to Your 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 the discount code during checkout.

    CPWA®

    • 2026 CPWA® Direct: $500 Discount - IWINWMCPWA26

    RMA®

    • Chicago Booth: $500 Discount - NWMBOOTHRMA

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

Fall Experience Conference Discounts

Attend the Institute’s Fall Experience 2026 in Scottsdale, AZ, November 15-17, 2026. The conference will be located at the Grand Hyatt Scottsdale Resort. At the conference, you'll engage in close collaboration with top thought leaders and fellow wealth management professionals—sharing strategies, solving challenges, and gaining fresh perspectives to fuel your growth.

Why Attend Experience?

  • Join expert-led sessions designed for CIMA®, CPWA®, and RMA® professionals—focused on strategic portfolio construction, wealth optimization, retirement planning, practice management, and industry disruptors.

  • Build relationships through curated networking opportunities in an intimate, high-impact setting.

  • Apply what you learn immediately through interactive sessions and case studies based on real-world client scenarios.

  • Earn on average 30 hours of CE with both in-person and recorded sessions.

Discount Code: Use discount code EXP26NWM when prompted for $100 off your registration.

Register Now→

Still Have Questions?

Schedule a Call→

Speak to an enrollment counselor.