Investment & Wealth Institute online learning delivers premier financial services, retirement planning and wealth management courses, webinars, and certificate programs.
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Experience 2025
Engage with 600+ top wealth and investment managers—from RIAs, independents, and wirehouses—who share your passion for delivering exceptional service to HNW clients.
With Investments & Wealth Institute membership, maximize the value of your CIMA®, CPWA®, and RMA® certifications through the power of an international association.
Introducing the New Institute Store
Explore our newly revamped Institute store, featuring exclusive merchandise and commemorative 40th anniversary items. Shop now and join the celebration!
IWI publications, peer-reviewed journals, newsletters, and more deliver research and insights tailored for investment analysts, retirement planners, and wealth managers.
For four decades, we’ve been dedicated to empowering investment and wealth management professionals with exceptional education, certifications, and resources. Join the celebration!
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