Certification Preferred Rates for UBS

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

UBS Employees Save on Advanced Certifications

UBS employees get preferred pricing on CIMA®, CPWA®, and RMA® 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

$250 Discount Codes:

  • Yale & Booth: CIMAUBS

$1,255 Discount Codes:

  • CIMA Direct: IWIUBSCIMA26

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: UBSYALE

Chicago Booth: UBSBOOTH

$300 Discount Codes:

  • CPWA Direct: IWIUBSCPWA2026

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:

  • RMA Direct: UBSIWIRMA

  • Chicago Booth: UBSBOOTHRMA

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 & Booth: $250 Discount - CIMAUBS
CIMA Direct: $1,255 Discount - IWIUBSCIMA26


CPWA
Yale: $500 Discount - UBSYALE
Booth: $500 Discount - UBSBOOTH
CPWA Direct: $300 Discount - IWIUBSCPWA2026


RMA
RMA Direct: $500 Discount - UBSIWIRMA
Booth: $500 Discount - UBSBOOTHRMA

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

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