Certification Preferred Rates for Raymond James

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

Raymond James Employees Save on Advanced Certifications

Raymond James employees get preferred pricing on CIMA® and CPWA® from Investments & Wealth Institute. Each certification builds specialized capability for serving high-net-worth clients: CIMA® for investment management and CPWA® for private wealth management.

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

$250 Discount Codes:

  • Yale/Chicago Booth: RJCIMA

$1,255 Discount Codes:

  • 2026 CIMA® Direct: IWIRJCIMA26

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:

  • Yale: YALERJ

  • Chicago Booth: BOOTHRJ

$300 Discount Codes:

  • 2026 CPWA® Direct: IWIRJCPWA26

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

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

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

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