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, yet some schedules have had to be adjusted. Enterprise wide events and programs will continue to take place around the country. We have instituted new safeguards to keep your health and safety our #1 priority. For your convenience we created a quick Event Tracker below.
Looking out for you
The Investments & Wealth Institute continues to monitor the rapidly changing situation related to the spread of COVID-19. The Institute prioritizes the health and safety of our members, partners, employees and everyone who helps create our world-class educational experiences. The Institute is actively monitoring the CDC and local health resource recommendations concerning the corona-virus and will take appropriate steps if necessary.
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
| Event | March | April | May | June |
|
US and CAN Testing Locations Temporarily Closed |
US and CAN Testing Locations Temporarily Closed Scheduled to Reopen April 16 |
US and CAN Testing Locations Scheduled to Re-Open |
US and CAN Testing Locations Open |
|
| CPWA Certification Class—Yale |
Online Class Proceeding |
Online Class Proceeding |
Online Class Proceeding |
Online Class Proceeding |
| CIMA Certification Class—Yale |
Online Class Proceeding |
Online Class Proceeding |
Online Class Proceeding |
Online Class Proceeding |
| CIMA Certification Class—Wharton | March 30, Wharton, Philadelphia, PA Cancelled* | |||
|
April 9–10, Booth, Chicago, IL Proceeding in an Online Format |
|
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| CIMA Certification Class—Booth |
|
Online cohort begins May 20–August 14 Proceeding |
||
| CPWA Certification Class—Booth |
March 22, Booth, Chicago, IL Cancelled* |
June 14–18, Booth, Chicago, IL Proceeding |
||
| RMA Capstone |
May 28–29 @ ACE, Boston, MA Proceeding in an Online Format |
|||
| ACE 2020 Boston: The Exceptional Advisor Conference |
May 27–30, Boston, MA Cancelled** |
|||
|
Women in Wealth Luncheon @ ACE
|
May 28 @ ACE, Boston, MA Cancelled |
* Institute staff will help you transfer to another class. Just call 303-770-3377 and ask to speak with a Certification team member.
** To transfer your ACE registration, or get a full refund, please click here
