Legislative Intelligence

Updates and information on legislation and more (membership benefit).

Current Issue

Volume VI Issue 1 | Legislative Intelligence Update | Investments & Wealth Institute Leadership Meets with SEC Commissioners on CIMA®, CPWA® Inclusion in Definition of Accredited Investor

This edition focuses on recent meetings of the Investments & Wealth Institute (IWI) with SEC commissioners and staff to discuss inclusion of the CIMA® and CPWA® certifications under the recently revised definition of the Securities and Exchange Commission’s (SEC or Commission) Accredited Investor Rule.

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