Increase your competitive edge with our online education. The Investments & Wealth Institute has a variety of options suited to your learning style, CE needs and more. Below, find short, 1-hour recordings; live, 4-hour virtual events; and in-depth, online courses for up to 25 CE hours. Consider taking your education and credentials to the next level by enrolling in the Certified Private Wealth Advisor Advisor® (CPWA®) certification program.

(If the chart below is not rendering correctly, click here to download a PDF)

* Includes CFP CE  **Join & Learn includes 1-year membership

On-demand recording:
1–4 CE hours, quick and convenient

Self-paced course:
Up to 25 CE hours, interactive with quizzes

Virtual event:
1–4 CE hours, real-time with expert Q&A

More Resources

Partner White Papers:

Thinking about an CPWA® certification?

Certified Private Wealth Advisor® (CPWA®) is an advanced professional certification for advisors who serve high-net-worth clients. It’s designed for seasoned professionals who seek the latest, most advanced knowledge and techniques to address the sophisticated needs of clients with a minimum net worth of $5 million. Unlike credentials that focus specifically on investing or financial planning, the CPWA program takes a holistic and multidisciplinary approach.