Exceptional Advisor Week

April 26 - May 2


What is Exceptional Advisor Week?

Spend the week obtaining advice and new strategies from our educational providers, certificants and experts in the field to help you navigate successfully in today’s business climate. Throughout the week we will be featuring a variety of ways for you to learn how to differentiate yourself and be an Exceptional Advisor through one of our three certifications (The CIMA®, CPWA®, and RMA® certifications). Through different learning channels, we will be bringing you podcast, blogs, courses, events and forums to interact and engage in.

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What clients want

Why the Exceptional Advisor model matters

The Exceptional Advisor™ initiative helps advisors differentiate themselves from other professionals in a global and highly competitive marketplace. By concentrating on areas identified through research as key attributes valued by clients, advisors can better demonstrate the advanced knowledge they have earned through their certifications. The knowledge and skills developed during the certification process, allows advisors to stand out and provide exceptional service across a wide range of clients. The designations also provide a foundation for individuals to tackle even the most complex investor challenges.

AbsoluteEngagement.com (2019) defined “Exceptional Advisors” as those advisors who:

  • Understand clients’ needs and values
  • Provide meaningful guidance
  • Demonstrate advanced knowledge
  • Provide a personalized approach
  • Act ethically
  • Provide exceptional service
Learn more about the Exceptional Advisor Model

Spend the week exploring if an Ivy League-Quality certification is right for you!

Get advice from others who have earned their CIMA®, CPWA® or RMA® certifications. See the impact that our certifications have had on others and get a glimpse into how our certificants are applying what they’ve learned in their businesses today.

  • Monday

    April 26, 2021

  • Tuesday

    April 27, 2021

  • Wednesday

    April 28, 2021

  • Thursday

    April 29, 2021

  • Friday

    April 30, 2021

  • Saturday

    May 1, 2021

  • Sunday

    May 2, 2021

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Road to being exceptional

How to adopt lifelong learning into your life.

Let’s face it, Exceptional Advisors, are lifelong learners. Individuals who place a high value on education and self-initiate their professional development. So, whether you already have a credential or are looking to earn a new credential, it’s critical to make a plan to renew your self-motivation and improve upon your skills.

  • Recognize your own personal interests and goals
  • Outline what you would like to learn or accomplish in the next 12-months
  • Identify the resources needed to help get you there
  • Structure learning goals into your life
  • Make a commitment

Want some tips to help you reach our optimal career performance?


Download the professional development worksheet
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Why individuals and firms turn to the Institute for their professional development needs

The Institute is committed to delivering world-class experiences that our certificants have come to expect and enjoy.

That is why we partner with the most recognized and admired educational institutions in the country. From Ivy League organizations, to top 10-business schools, we purposefully select educational providers that will champion our curriculum and apply their own unique approaches to delivering the course content in a meaningful way.  

Our partners offer a variety of formats, giving you the flexibility you deserve. So, whether you are an online learner, prefer the on-campus classroom experience, or are inclined to select a hybrid option, the choice is yours.

 Discover how Institute certifications are driving businesses!

Download the research

See what others have to say
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Tools and resources worth exploring

Stay plugged-in to further your business and leadership knowledge. We offer a variety of resources to assist you in reaching your career aspirations and be successful once you get there.

Visit our online learning library

Check out our list of 2021 events

Explore a certification

Get more information

Want to learn how you can obtain the strategies, insights, and expertise to elevate your career to a higher level? Consider becoming an expert. Attend one of our 30-minute monthly information sessions where you can learn more about the curriculum, requirements, educational providers, costs and benefits of one of our three advanced certifications: Certified Investment Management Analyst® (CIMA®), Certified Private Wealth Advisor® (CPWA®), Retirement Management Advisor® (RMA®).

Informational Workshops & Webinars

Need more information? Let us know which program you would like more information about.


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Contact us

+1 303-770-3377

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