Certification and Online Education Preferred Rates for Raymond James Advisors

The Investments & Wealth Institute has partnered with Raymond James to provide preferential rates on advanced certifications and education.

Choose Between CIMA® and CPWA®

In partnership with Investments & Wealth Institute, Raymond James is pleased to offer its advisors and employees access to two advanced certification programs, including the Certified Investment Management Analyst® (CIMA®) and Certified Private Wealth Advisor® (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.

Why CIMA?→

$250 Discount Code for CIMA®:

RJCIMA

$1,255 Discount Code:

2026 CIMA® Direct: IWIRJCIMA26

Apply Now

Enroll in a special CIMA® Direct program specifically for Raymond James 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.

Why CPWA?→

$500 Discount Code for CPWA®:

For Yale: YALERJ

For Chicago Booth: BOOTHRJ

$300 Discount Code:

2026 CPWA® Direct: IWIRJCPWA26

Apply Now

Enroll in a special CPWA® Direct program specifically for Raymond James Advisors!

Learn more→

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 - RJCIMA

    • 2026 CIMA® Direct: $1,255 Discount - IWIRJCIMA26

    CPWA

    • Yale: $500 Discount - YALERJ

    • Chicago Booth: $500 Discount - BOOTHRJ

    • 2026 CPWA® Direct: $300 Discount - IWIRJCPWA26

  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 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.


Private Wealth Essentials Access

The Investments & Wealth Institute and Raymond James are pleased to offer the Enriching your Wealth Management Offering program, powered by the IWI Private Wealth Essentials course. This program in combination with the Raymond James coaching process is a comprehensive introduction to addressing the complex needs of high-net-worth (HNW) clients and an action plan to help you implement these wealth management strategies immediately and uncover new opportunities.

This program has three parts:

1) Education and training through the Private Wealth Essentials course

2) Group calls with peers to apply Raymond James resources and tools

3) Follow up private coaching calls to implement these new tactics.

To apply to the program please email coaching@raymondjames.com.

Still Have Questions?

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Speak to an enrollment counselor.