Find an advisor who demonstrates advanced capabilities and exceptional service, takes a personalized approach and provides meaningful guidance. Find An Advisor
View the event calendar to advance your knowledge with an array of In-Person and On-Demand learning opportunities. View All Events
A new online education platform and extensive content library filled with a wide array of certificate programs, short courses, microcourses, on-demand recordings, and more—built by top-tier academics, industry professionals, and powered by the Institute. Learn More
The Institute offers three levels of membership, Elite, Signature, or Basic, allowing you to tailor your experience to meet your professional development preferences and needs. Learn More
Help contribute to the professional development and career trajectory of others. Donate Now
Expert thinking on relevant topics that impact your business along with updates from the Institute. Read the Latest Insights
With your support, the Foundation will reduce the financial barrier to certification through scholarship. Donate Now
Eugene F. Maloney, JD
Craig McCann, PhD, CFA®
Richard A. T. Davies
Patrick Cleary Wesley R. Gray, PhD
Christopher Geczy
Veronica T. Stork, JD
Doug Lennick, CFP®
Sean R. Walters, CAE®
Michael Breitenbach
Marianne M. Jennings
Keith Ambachtsheer
Blaine Aikin, AIFA®, CFA®, CFP®
Mary Lou Wattman, GFS® Don Trone, GFS® Steve Branham, GFS®
Max Schatzow, JD Cary Kvitka, JD