You Have One Opportunity to Stand Out

Make the Most of It!

Whether you aim to impress prospective clients and/or employers, you typically have only one opportunity to stand out. Research tells us that certifications are important to help you do just that. In a sea of 271,700 U.S. financial advisors, what will be your differentiator? Advanced education from the Investments & Wealth Institute is a game changer. See how Institute certifications stack up against other industry designations.

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8,250

CIMA Certificants

2,148

CPWA Certificants

184

RMA Certificants

When do advisors seek advanced education?

Most often, it's when they need to specialize, or make themselves more valuable to their companies and client base.

 

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Do you construct and manage client investment portfolios, provide asset under management services, or work with endowments or foundations?

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Certified Investment Management Analyst (CIMA) certification is the highest level of investment education client-facing advisors can get. In an environment that is highly volatile, this certification gives you the know-how to serve your clients with deep investment knowledge.

Learn more: CIMA Certification

Talk to enrollment counselor

 

 

Do you work with or aspire to work with HNW individuals and families? Do you know the intricacies of working with these clients?

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Certified Private Wealth Advisor (CPWA) is the certification for advisors who work with—or aspire to work with—high-net-worth (HNW) clients. This certification can help you land and service your next HNW or UHNW client.

Learn more: CPWA Certification

Talk to enrollment counselor

 

Do you work with clients who are in or nearing retirement? Can you build custom retirement income plans to mitigate clients' risks?

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Retirement Management Advisor (RMA) gives you tools to build custom retirement income plans. Learn to mitigate clients' risks and master the retirement planning advisory process.

Learn more: RMA Certification

Talk to enrollment counselor

 

Our certifications are backed by executive education and professors

from Ivy League and top-10 business schools:

 

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What People Are Saying

“We have to feel very confident in our abilities to serve and advise our clients. It is why I went through the CIMA coursework. It’s why I stay involved with the Institute, because it gives me the confidence to serve my clients.”

Brian Ullsperger, CIMA®

Investments & Wealth Institute Member since 2004

“As a young person coming into the business, certification gave me the confidence, competence, credibility and finally the community.”

Kelly Walsh, CIMA®

Investments & Wealth Institute member since 2006

“The certifications that we offer help advisors differentiate themselves, but more importantly, they help their clients receive higher competent advice from the advisor. Whether it’s investment advisory, wealth management, or retirement advice, we want to help those advisors delivery more advanced services.”

Sean Walters, CEO

Investments & Wealth Institute

“Investments & Wealth Institute is a certification provider. Beyond the credentials that we administer, we are also an education provider. We work closely with university partners like, Yale, Wharton, University of Chicago and other top 25 business schools to develop an academically validated and sound approach to investment, wealth and retirement management.”

Devin Ekberg, CFA®, CPWA®, CIMA®

Chief Learning Officer, Managing Director of Professional DevelopmentInvestments & Wealth Institute