Answers to your most pressing questions about your complimentary membership with the Investments & Wealth Institute.
The Institute is offering a complimentary, two-year Basic membership to recently certified Certified Financial Planner® (CFP®) certificants. Learn more about Insitute member benefits.
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, a $395 value.
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, a $395 value. This is an exclusive, limited offer for new CFP® professionals.
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, and Wealth Management eJournal
• The HIVE Community access
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 access to 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
• The HIVE Community & Knowledge Centers
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.
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 quality. Our education is immersive, giving advisors the kind of deep dive that opens eyes and turns knowledge into expertise. Explore our website to view our events and offerings.
Please contact membership@i-w.org to opt-out of this offer at any time. Once you opt out, you will not be an Institute member; should you later decide to become an Institute member, Basic Membership is $395.
Your Institute membership began on August 9, 2021.
No, Institute membership renewal is never required. However, if you choose not to renew, your membership access will expire on August 8, 2023.
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 ($790) or Elite ($1,290).
If you choose not to renew, your membership will expire on August 8, 2023.
No. If you would like to renew or upgrade your membership, click here to learn more.
Access your member dashboard by logging into our website. Trouble logging in, click here to update your password.
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 more than 70 hours of content accepted for CFP® CE.
View CFP® accepted CE course options here.
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.
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*
Signature Membership
Elite membership
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 or membership@i-w.org.
© 2023 Investments & Wealth Institute
