Speak to an enrollment counselor.
Advanced Certifications for Truist 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?$1,255 Discount Code:
2026 CPWA® Direct: IWITRUCIMA26
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.
$300 Discount Code:
2026 CPWA® Direct: IWITRUCPWA26
Why CPWA?
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: TRUBOOTHRMA
Why RMA?
How To Register
Create/Login to Your Account
Create/Login to Your AccountFrom your account dashboard, click on Apply For Certification.
Select the certification you want to enroll in and follow the on-screen application steps.
Enter the discount code during checkout.
CIMA®
2026 CIMA® Direct: $1,255 Discount - IWITRUCIMA26
CPWA®
2026 CPWA® Direct: $300 Discount - IWITRUCPWA26
RMA®
Chicago Booth: $500 Discount - TRUBOOTHRMA
For issues with accessing the application, please contact certification@i-w.org.
Still Have Questions?
