COVID-19-1

Your Institute Update and the Corona virus

We are here for you

We know how important it is for you to gather around your peers and industry experts to help you navigate your client concerns, especially during these turbulent times. Therefore, now more than ever, we want you to know we are here for you. We are here to provide you with the forums to learn and apply behavioral finance techniques, converse with your peers and take away actionable steps to guiding your clients through the market volatility.

Event schedules

At this time, the Investments & Wealth Institute is business as usual. Many of our events and programs are scheduled to take place in-person, yet some schedules have had to be adjusted and now we are offering virtual access too, so whatever your comfort level is, we have flexible options for you to enjoy. For your convenience we created a quick Event Tracker below. 

Looking out for you

We are committed to maintaining all appropriate sanitary, health, and safety measures and encourage attendees to follow guidelines recommended by the Centers for Disease Control and Prevention and the World Health Organization. For some peace of mind, check out some of the things we are doing on our Stay Healthy page.

If there are any changes to event schedules, we will provide information to registrants about virtual options that may be available and/or other specific details.  

Our refund, substitution, cancellation, and postponement policies remain in place for your benefit, but we have adjusted them to make things easier for you. For more information or to speak with someone who can address your needs, contact our Customer Care Team by Email: customercare@i-w.org or Phone: 303-770-3377.


Commonly Asked Questions

Event Tracker 

Status of Upcoming Institute Events

Event August September October November December
ACE 2020 Boston: The Exceptional Advisor Conference

Converted to ACE Unplugged

Transitioned to an On-Demand Format

Converted to ACE Unplugged

Transitioned to an On-Demand Format

Converted to ACE Unplugged

Transitioned to an On-Demand Format

Converted to ACE Unplugged

Transitioned to an On-Demand Format

Converted to ACE Unplugged

Transitioned to an On-Demand Format

Behavioral Advisor Forum  

September 10

Transitioned to a Virtual Conference Format. Note, date adjustment too. 

 

 

 

CIMA Certification
Test Prep—Booth

August 12-15, 2020 Chicago, IL

Transitioned to a Virtual Format

 

 

 

December 3-4, 2020 Chicago, IL

Transitioned to a Virtual Format

CIMA Certification Class—Booth

 

September 9 – December 4, 2020

Proceeding

 

 

 

CIMA Certification Class—Wharton

 

 

October 26 – 30, 2020, 2020 Philadelphia, PA

In-Person

 

 

 

CIMA Certification Class—Yale

Online Class

Proceeding

Online Class

Proceeding

Online Class

Proceeding

Online Class

Proceeding

Online Class

Proceeding

CPWA Certification Class—Booth    

October 4 – 8, Booth, Chicago, IL

Proceeding

 

 

CPWA Certification Class—Yale

Online Class

Proceeding

Online Class

Proceeding

Online Class

Proceeding

Online Class

Proceeding

Online Class

Proceeding

Pearson Test Centers

US and CAN Testing Locations

Select Area Openings

US and CAN Testing Locations

Select Area Openings

US and CAN Testing Locations

Select Area Openings

US and CAN Testing Locations

Select Area Openings

 

US and CAN Testing Locations

Select Area Openings

 

RMA Certification

Online Class

Proceeding

Online Class

Proceeding

Online Class

Proceeding

Online Class

Proceeding

Online Class

Proceeding

Wealth Advisor Forum

 

 

October 26 – 27 Booth, Chicago, IL
Swissotel,

Proceeding

 

 

Women in Wealth Event  

September 22

Fireside Chat

Proceeding

 

 

 

 

* Institute staff will help you transfer to another class. Just call 303-770-3377 and ask to speak with a Certification team member. 

E-mail Devon Coquillard

dcoquillard@i-w.org>

Contact Devon Coquillard

+1 303-850-3202