Answers to your general questions about the CFP® Membership Offer

CFP Offer Main Page

What is the CFP® offer from the Institute?

The Institute is offering a complimentary, two-year "basic" level membership to recently certified Certified Financial Planner® (CFP®) certificants.  

Why did I get the offer?

As an educational provider and resource for the greater financial planning community, the Institute is expanding its membership outreach and membership qualifications to CFP® certified professionals. In recognition of your recent attainment of the CFP® certification, we are offering you a complimentary, two-year, "Basic" membership as our gift to you, which is a $395 value.

Why did I get the offer but not my friend/colleague?

In recognition of your recent attainment of the CFP® certification marks, we are offering you a complimentary, two-year "Basic" membership as our gift to you, which is a $395 value. This is an exclusive, limited offer for new CFP® professionals.

What is "Basic" Membership?

The Institute offers three levels of membership tailored to your professional development, content needs and preferences. Basic membership gets you everything you need to start your professional development journey with the Institute.

Institute membership is designed to provide members with confidence, opportunities to collaborate and a competitive edge.

Basic membership gets you:

• Access to all newsletters, blogs, podcasts, and the Exceptional Advisor Toolkit
• Digital access to the award-winning Investments & Wealth Monitor (up to six issues annually)
• Digital access to the Investments & Wealth Research (up to four issues annually)
• Digital access to Journal of Investment Consulting, Retirement Management Journal, & Wealth Management eJournal
• The Hive Community access

What are the benefits of Basic membership?

Succeeding as an advisor today means demonstrating value. The Institute's educational resources and programs help advisors deliver on that value every day. Basic membership provides the educational resources, and community advisors need to build confidence, collaborate, and add value for clients. With Basic membership, you receive:


Digital access to Institute Publications (archives and pdf online)

• The award-winning Investments & Wealth Monitor
• Investments & Wealth Research
• Journal of Investment Consulting
• Retirement Management Journal
• Wealth Management eJournal
• Institute Insider Newsletter


Digital access to Institute Resources

• Exceptional Advisor Toolkit
• Exceptional Advisor Podcast
• Institute Job Board
• Institute Store
• Investor.org & Certificant Search
• The Hive Community & Knowledge Centers

What is the Investments & Wealth Institute?

The Investments & Wealth Institute is the premier professional association, education provider, and standards body for financial advisors. Through its award-winning events, publications, courses, and acclaimed certifications—Certified Investment Management Analyst® (CIMA®), Certified Private Wealth Advisor® (CPWA®), and Retirement Management Advisor® (RMA®)—the Institute delivers Ivy league-quality, highly-practical education to more than 30,000 practitioners annually in over 40 countries.

Members of the Institute include the industry's most successful investment consultants, advanced financial planners, and private wealth managers who embrace excellence and ethics in applying a broad set of knowledge and skills in their daily work with clients.

 

 

What other opportunities does the Institute provide?

The Investments & Wealth Institute offers a variety of educational and networking opportunities throughout the year. The Institute delivers Ivy league-quality, highly practical education through live and on-demand conferences, online courses, and webinars in addition to the advanced professional designations CIMA®, CPWA® and RMA®.


What unites all of the Institute's educational offerings is our emphasis on the highest quality. Our education is immersive, giving advisors the kind of deep-dive that opens eyes and turns knowledge into expertise. You can see all our events and offerings by visiting www.investmentsandwealth.org.

I don't want Institute Membership, how do I opt-out?

You may elect to "opt-out" of the offer using the electronic form submission included in the email offer you received. Once you opt-out, you will not be an Institute member; should you later decide to become an Institute member, Basic Membership is $395.

When does my membership start if I do not opt-out?

Your Institute membership will begin on August 9, 2021.

If I take advantage of this offer, will I be required to renew?

No, Institute Membership renewal is never required. However, if you choose not to renew, your membership access will expire on August 8, 2023.

If I take advantage of this offer. what happens after two years?

In July 2023, you will be given the option to renew your two-year Basic Membership with the Institute for $395. You will also have the option to renew your membership at our premium membership levels, Signature or Elite. Signature is $790, and Elite is $1,290.

If you choose not to renew your membership, access will expire on August 8, 2023.

If I take advantage of this offer, will I automatically charged for Institute Membership in 2023?

No, the Institute does not save credit card information, nor will your complimentary membership require a credit card to complete.

How do I access my Institute membership information?

As a new member of the Institute, keep an eye out for your welcome email, which will have instructions and helpful tips for accessing all your member benefits.

Starting August 9, access your membership information through our website www.investmentsandwealth.org, and sign in through the sign-in portal in the top right-hand corner of the website. Once logged in, you will have access to your membership dashboard, where you can update your information and your benefits at any time.

I don't want Basic Institute Membership, I would like Signature. How do I get a Signature membership?

Starting August 9th, you will be an Institute Member. Starting August 10th, simply login into your Institute Dashboard and click renew under the green checkmark. This will take you through the process to upgrade your membership.

For $395, you can become a signature member (a $790 value).

 

See the Signature benefits here

I don't want Basic Institute Membership, I want Elite. How do I get an Elite Membership?

Starting August 9th, you will be an Institute Member. Starting August 10th, simply login into your Institute Dashboard and click renew under the green checkmark. This will take you through the process to upgrade your membership.

For $895, you can become an Elite member (a $1,290 value).

 

See the Elite benefits here

CFP® Continuing Education (CE) Hours Information

Does the Institute offer CFP® CE?

The Institute does offer a variety of CFP® eligible continuing education hours throughout the year. In addition to a library of on-demand courses and other CE opportunities, the Institute’s live, in-person conferences are also accepted for CFP® CE. Currently, the Institute’s on-demand CE library has over 70 hours of content accepted for CFP® CE.

View CFP® accepted CE course options here.  

Is the Institute a CFP® CE sponsor?

Yes. The Institute is committed to providing CFP® professionals with continuing education content that includes the latest information and industry standards. Most Institute-offered programs are also submitted and accepted for CFP CE credit. Our CFP® accepted CE courses are written by industry experts and reviewed against a rigorous evaluation rubric developed by the CFP® Board's Council on Education.

Our on-demand courses allow you to learn anywhere, while our live learning opportunities at our conferences allow for learning and community.

Content the Institute offers for CFP® CE includes a variety of financial planning topics designed to fulfill the CFP® Certification continuing education requirements. With CFP® accepted CE courses from the Institute, you can trust you are getting Ivy league-quality education with practical application that will help you add value for your clients immediately.

The Institute also will report CE hours to CFP® Board on your behalf, simply add your CFP® ID number to your Institute Member Profile via your Institute Member Dashboard.

 

View CFP® accepted CE course options here.  

Institute Membership Information

What are the Institute's Membership Options?

The Institute offers three levels of membership, Basic, Signature, and Elite, allowing you to tailor your membership to your professional development, content needs and preferences.

 

Basic Membership*

  • Basic Membership is perfect for those who want a taste of the Institute or prefer to learn a la carte. Basic Membership gets you everything you need to start your professional development journey.

Signature Membership

  • Step up your professional development with access to all publications, discounts on online courses, and all the premium content the Institute has to offer. From complimentary continuing education (CE) hours to client brochures and more.

Elite membership

  • Become an Institute VIP with this premier professional development experience. Take any of our 1-hour On-Demand classes or courses with your full access pass and attend special webinars for Elite Members only. Your Elite Membership lets you enjoy full access to everything the Institute has to offer.

View the complete list of member benefits here
 
*Basic Membership will be complimentary and included for all active Institute Certificants with the recertification fee of $895, and for all CIMA®, CPWA®, and RMA® candidates. International pricing is available.

Where can I view my Institute membership communication preferences?

You may unsubscribe or manage preferences for Institute communications at any time. To do so, click here.  

 

For information on our privacy practices and commitment to protecting your privacy, visit our Privacy Policy page here

I'd like to review my options, who can I call?

The Institute is happy to provide guidance over the phone or via email. Please call our dedicated Customer Care Team at 303-770-3377 or email at CustomerCare@i-w.org.