Certification Preferred Rates for Northwestern Mutual

The Investments & Wealth Institute and Northwestern Mutual have partnered on preferred pricing for CIMA®, CPWA®, and RMA® — the Advanced Certifications financial professionals earn to serve high-net-worth clients.

Northwestern Mutual Employees Save on Advanced Certifications

Northwestern Mutual employees get preferred pricing on CIMA®, CPWA®, and RMA® certifications from Investments & Wealth Institute. Each certification builds specialized capability for serving high-net-worth clients: CIMA® for investment management, CPWA® for private wealth management, and RMA® for retirement income planning.

Master Investment Management with the CIMA Certification

The CIMA certification is for financial professionals who build and manage investment portfolios for high-net-worth clients. The program covers portfolio construction, asset allocation, manager selection, and risk management. Coursework runs through Yale School of Management, Chicago Booth, or online with the Investments & Wealth Institute. Learn More

Apply NowEnrollment Schedule

Navigate Complex Wealth Dynamics with the CPWA Certification

The CPWA certification is for financial professionals working with affluent and ultra-high-net-worth clients on the issues that come with significant wealth: tax planning, estate structures, executive compensation, concentrated positions, and family governance. Coursework runs through Yale School of Management, Chicago Booth, or online with the Investments & Wealth Institute. Learn More

$500 Discount Codes:

  • 2026 CPWA® Direct: IWINWMCPWA26

Apply NowEnrollment Schedule

Secure Sustainable Retirement Income Strategies with the RMA Certification

The RMA certification is for financial professionals helping clients move from building assets to drawing on them. The program covers retirement income strategy, distribution planning, longevity risk, sequence-of-returns risk, and Social Security timing. Learn More

$500 Discount Codes:

  • Chicago Booth: NWMBOOTHRMA

Apply NowEnrollment Schedule

How To Register

1

Log in or create an account

Log in or create an 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 your 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 16-17, 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?

Don't guess which credential is the right next step for your career.
Connect with an enrollment counselor to review your specific professional needs.

Schedule a Call