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