UBS Advisors Receive Preferred Pricing on Advanced Certifications

UBS has partnered with the Investments & Wealth Institute to provide preferential rates on the CIMA®, CPWA®, and RMA® certifications.

Choose Between CIMA®, CPWA®, and RMA®

In partnership with Investments & Wealth Institute, UBS is pleased to offer its advisors access to three advanced certification programs, 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.

$250 Discount Code:

Yale & Booth: CIMAUBS

Apply Now

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 Codes:

Yale: UBSYALE

Chicago Booth: UBSBOOTH

$300 discount Codes:

CPWA Direct: IWIUBSCPWA26

Apply Now

Enroll in a special CPWA® Direct program specifically for UBS 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 Discount Code:

IWI Delivered: UBSIWIRMA

Apply Now

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 & Booth - $250 Discount: CIMAUBS

    CPWA

    • Yale - $500 Discount: UBSYALE

    • Booth - $500 Discount: UBSBOOTH

    • CPWA Direct $300 Discount: IWIUBSCPWA26

    RMA

    • IWI Delivered - $500 Discount: UBSIWIRMA

  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.

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 Wealth Essentials

15 CE HOURS

This program focuses on the specific needs of high-net-worth (HNW) clients and covers five core areas: Tax Strategies and Planning, Portfolio Management, Asset Protection and Risk Management, Charitable Giving, and Estate Planning.


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. Content for the course is segmented into 7 learning modules. Modular learning includes readings, lectures, case study, sample documents, and supplemental videos.


Still Have Questions?

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Speak to an enrollment counselor.