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.

Event Tracker 

Status of Upcoming Institute Events

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