We Need Your Opinion - Take the survey, get CE

Participate in a new, confidential research survey sponsored by Cerulli Associates that examines how advisors are applying behavioral finance principles into their practice. The survey should take approximately 10–15 minutes to complete. For your participation, you will gain access to Investments & Wealth Institute’s webinar, The Paradox of Choice: Why More Isn't Always Better Than Less, presented by Barry Schwartz, Ph.D. from Haas School of Business, UC Berkeley, which offers one hour of continuing education (CE) credit.

Start the survey now, click here.

New Board Members Wanted - Call for nominations

Deadline Is June 30, 2020

Have you ever considered serving on the Investments & Wealth Institute (IWI) volunteer board of directors? IWI members may nominate themselves or another member for board service.

If you are interested in serving as an IWI ambassador or on an IWI committee, click here.

For more information, or to nominate yourself or another member for the board of directors, please contact Janae Blanscet via e-mail at jblanscet@i-w.org.

ACE Unplugged Coming May 20 – Don’t miss the best from ACE 2020

ACE Unplugged is live May 20! Don’t miss the most anticipated speakers from ACE 2020 Boston. See the latest from leading academics, practitioners, and industry experts, as we collectively face new challenges. ACE Unplugged Main Stage includes approximately 10 hours of bundled, conference sessions that have been approved for premier Institute and CFP^® CE credit. See even more from ACE 2020 with the Opening Act & the After Party.

Register now.

An Intro to Alternative Investments Online Course

This course begins with a high-level overview of alternative investments, including general characteristics of alternative investments, the categories of alternative investments and the benefits of including alternatives in a portfolio.

Included Content:

- Module 1: Basics of Alternative Investments
- Module 2: Hedge Funds
- Module 3: Real Estate, Infrastructure and Commodities
- Module 4: Private Equity
- Module 5: Risk Management

The Value Of CIMA^® and CPWA^® Certifications Research Findings

New research with Cerulli Associates finds advisors with CIMA^® or CPWA^® certifications provide better value and better results to clients, have more robust capabilities, and unlock additional growth for their teams. Read the report and learn what trends are shaping the financial advice industry and testing advisors’ abilities to grow and drive practice profitability.

Read the research.

CPWA Enrollment Deadlines - 2020 Classes

The CPWA certification education program is offered in partnership with The University of Chicago Booth School of Business and the Yale School of Management.

Education Provider	Education Type	Application Deadline
Chicago Booth (In-Class March 21-25, 2021)	Hybrid: 6 mo Online Self Study + 5 days Live Executive Education Class	September 4, 2020
Yale School of Management	Online, Self-Study Program	Rolling Admission
CPWA Intensive Prep	Hybrid: 6 mo Online Self Study + 2.5 days in-person workshop	June 12, 2020

Learn more about CPWA

Wealth Advisor Forum Returns to Chicago

Powered by the renowned CPWA certification, the 2020 Wealth Advisor Forum is the industry’s premier wealth management conference. This event is designed and delivered by elite wealth professionals with a single, common goal – increasing attendees’ knowledge, skills, and value. Immerse yourself in learning advanced wealth management techniques from expert practitioners and Ivy League academics. Join the Investments & Wealth Institute at the Swissôtel Chicago, Chicago, IL for this must attend event.

Exceptional Advisor Webinar

Join us May 21, 2020 from 4:30-5:30pm ET for a complimentary webinar, Investing in Post-Pandemic World. Tony Davidow, CIMA^®, interviews Jonathan Golub, CFA^®, managing director and chief U.S. equity strategist, Credit Suisse. Mr. Golub will share his insights about investing in a post-pandemic world, including how the world has changed, potential opportunities as the economy restarts, and what might be the shape of the recovery (e.g., V, U, W, or L).

Learn More

RMA Capstone On-Demand Now available!

No travel, no problem! Now earn your Retirement Management Advisor certification completely online!

RMA candidates can now choose to earn their RMA certification online while working remotely with the new RMA Capstone On-Demand. Combined with the online course and the online proctored exam, the new virtual Capstone will make the RMA Certification program fully online.

Now available, the new Capstone On-Demand program will offer 15.5 hours of Institute Premier CE and 14.5 hours of CFP^®certification CE through a variety of recorded lectures and presentations from nationally-recognized retirement experts. Engage with other candidates through interactive discussion boards to enhance your learning experience.

ACE Unplugged Coming May 20 – Don’t miss the best from ACE 2020

Register now.

Exceptional Advisor Webinar Series

Exceptional Advisor^®Webinar Series events, brought to you by the Investments & Wealth Monitor^®. All of the programming is delivered in real-time in a virtual webinar format (e.g., at a scheduled date and time). Join us for a biweekly, one-hour webinar hosted by Tony Davidow, CIMA^®, Chair, Investments & Wealth Monitor^® Editorial Committee, or for a half-day of education on a focused industry topic with our quarterly Focus On events.

Learn more and register here.

Turbulent Times Toolkit - Now Available!

Now more than ever is the time to get the latest in behavioral finance tips and best practices to ensure that in volatile times, clients are making decisions that are objective, fact-based and best for their long term goals.

We have a full library of online resources to help get you up to speed and ready to act with confidence, knowledge and facts.

Turbulent Times Toolkit

We Need Your Opinion - Take the survey and receive 1 hour CE

Participate in a new, confidential research survey sponsored by Cerulli Associates that examines how advisors are applying behavioral finance principles into their practice.

The survey should take approximately 10–15 minutes to complete. For your participation, you will gain access to Investments & Wealth Institute’s webinar, The Paradox of Choice: Why More Isn't Always Better Than Less, presented by Barry Schwartz, Ph.D. from Haas School of Business, UC Berkeley, which offers one hour of continuing education (CE) credit.

Start the survey now, click here.

CPWA ENROLLMENT

Registration for CPWA Intensive Prep Class Open

Designed for wealth managers who advise high-net-worth clients, this program is open to those with at least five years of financial services experience and a bachelors degree or specified designations. Apply for a scholarship worth up to $2000 for this program!

Rolling Admission - Deadline to Apply is June 12, 2020

See Scholarship Eligibility Requirements

Learn More about CPWA

WEBINAR

May 21, 2020 - SPECIAL SERIES Exceptional Advisor Webinar Series | 4:30 ET

Exceptional Advisor^® Webinar Series: Investing in a Post-Pandemic World Webinar

In this one-hour webinar, Tony Davidow, CIMA^®, interviews Jonathan Golub, CFA^®, managing director and chief U.S. equity strategist, Credit Suisse. Mr. Golub will share his insights about investing in a post-pandemic world, including how the world has changed, potential opportunities as the economy restarts, and what might be the shape of the recovery (e.g., V, U, W, or L).

Learn more and register here.

CIMA ENROLLMENT

May 19, 2020 - Scholarship Application Deadline for Chicago Booth CIMA May 2020 Class

First apply to the Institute Certification Scholarship Fund before applying to the CIMA certification program.

See Scholarship Eligibility Requirements

Learn More about CIMA

WEBINAR

May 28, 2020 - Women in Wealth Webinar | 4:05 ET

Balancing a Crisis and Beyond - How to Rebrand the Industry to Make It More Attractive to Women Webinar | Women in Wealth Fireside Chat

Join us for a panel discussion of leading women advisors as they explore how to rebrand the industry, making it more attractive for women, and how they are addressing today's challenges and beyond. Featured speakers include Kate Healy, Managing Director, Generation Next, TD Ameritrade Institutional; Colleen Bell Executive Vice President, Operations and Chief Fiduciary Service Officer, Cambridge; and Leslie Geller, J.D. LLM, Wealth Strategist, Capital Group.

Learn more and register here.

WEBINAR

June 4, 2020 - Overview of RMA Certification Webinar | 12:30 PM ET

Understanding the Retirement Income Mindset: An Overview of the RMA Certification

To be an exceptional retirement advisor, you must consider not only the changes to a client's income as they approach or are in retirement, but also to their mindset. Join the Institute’s Chief Learning Officer, Devin Ekberg, CIMA®, CPWA®, CFA®, as he explores what makes the RMA program different and the process to achieve it in this live 30 minute webinar.

Learn more and register here.

“The CIMA program provides the kind of sophisticated investment and wealth management knowledge and tools I need to stay relevant and competitive in today’s marketplace.”

Noel Pacarro Brown, CIMA®, CPWA®

The Conscious Wealth Management Group at Morgan Stanley

“The CPWA certification is a valuable next step for CFP^® advisors who want to grow the knowledge base and skill set they need to build and maintain relationships with high-net-worth and other sophisticated investors.”

Kevin Sánchez, CIMA®, CPWA®, CFP®

UBS Institutional Consulting

“My participation in the RMA certification program has given me practical insight that I can use every day when working on retirement issues with my clients. The certification process has helped me grow my business and my network.”

Dorothy Bossung, CIMA®, CPWA®, RMA®, CFP®

Executive Vice President, Lowery Asset Consulting, LLC

"The breadth of education, resources, and credentials the Investments & Wealth Institute offers its members are absolutely necessary for anyone working in the investments business. Membership lets all of us shine brighter and be the best for our clients."

Robert B. Clelland, CIMA®

Clelland & Company Inc.

“I have always had a drive to do more than is expected. I believe in surrounding myself with peers who have the same goals. My fellow Institute members provide me a network of resources that are the keys to my success.”

Betsy Piper-Bach, JD, CIMA®, CFP®, CTFA

President, ASAE Business Services, Inc. Investments & Wealth Institute member since 1989

“Today, advisors face competition not only from other firms, but from robo-advisors. The professionals I coach find that Institute membership, certification, and online resources help them offer a more premium service, and thus compete more effectively.”

Kelly Walsh, CIMA®, RCC®

Director, Wealth Management Advisory Services, Coast Capital Wealth Management; Investments & Wealth Institute member since 2006

Institute Insider

Investment Management

Wealth Management

Retirement Management

The Value Of CIMA® and CPWA® Certifications Research Findings

We Need Your Opinion - Take the survey, get CE

New Board Members Wanted - Call for nominations

ACE Unplugged Coming May 20 – Don’t miss the best from ACE 2020

Listen Now: The Exceptional Advisor Podcast Special Series - Exceptional Advisors in Extraordinary Times

CIMA: Registration now available for 2020 classes in May, July and September.

Complimentary Webinar: Investing in Post-Pandemic World

An Intro to Alternative Investments Online Course

*Special Edition* Podcast Episode - The SECURE Act w/Jeffrey Levine

Read Now: Responsible Investment in Hedge Funds - The Growing Importance of Impact and Legacy

Exceptional Advisor®:Communicate Your Value & Build Client Engagement

CPWA Intensive Prep Program Prepares You For the Exam With Confidence

Our new streamlined program uses targeted lectures and case studies to prepare you to take the exam. Combining a 6-month online study with an intensive 2.5 day workshop, this program will provide you the tools you need to work with high-net-worth and ultra high-net-worth clients.

The Value Of CIMA® and CPWA® Certifications Research Findings

Endowments & Foundations Consulting - Online Course

Read Now: Why You Should Take Cybersecurity Personally

Exceptional Advisor Webinar

NEW! Private Wealth Essentials Online Course - Enroll Now

Listen: Behavioral Finance vs. Traditional Finance w/ Victor Ricciardi

Exceptional Advisor®:Communicate Your Value & Build Client Engagement Online Course

*Special Edition* Podcast Episode - The SECURE Act w/Jeffrey Levine on The Exceptional Advisor Podcast Series

RMA Capstone On-Demand Now available!

No travel, no problem! Now earn your Retirement Management Advisor certification completely online!

ACE Unplugged Coming May 20 – Don’t miss the best from ACE 2020

Exceptional Advisor Webinar Series

Retirement Demographics & Opportunities On-Demand

Read Now: Why You Should Take Cybersecurity Personally

Focus on Retirement Income Strategies - Virtual Event

Listen: How Today's Retirees Are Financially Fairing w/ Catherine Collinson​ on The Exceptional Advisor Podcast Series

Exceptional Advisor®:Communicate Your Value & Build Client Engagement Online Course

Distribution Strategies for Inherited Retirement Assets On-Demand

Defining a Meaningful Inheritance through a Four-Step Process On-Demand

See the Best of ACE 2020 Boston online & on-demand with ACE Unplugged May 20

ACE Unplugged available May 20

Call for Board of Directors nominations- Deadline Is June 30, 2020

We Need Your Opinion - Take the survey and receive 1 hour CE

Special Report: 2020 Investor Research: The Current Crisis, the Impact on Client Loyalty, and the Implications for Your Business

Upcoming Opportunities

Registration for CPWA Intensive Prep Class Open

May 21, 2020 - *SPECIAL SERIES* Exceptional Advisor Webinar Series | 4:30 ET

May 19, 2020 - Scholarship Application Deadline for Chicago Booth CIMA May 2020 Class

May 28, 2020 - Women in Wealth Webinar | 4:05 ET

June 4, 2020 - Overview of RMA Certification Webinar | 12:30 PM ET

Success Stories

Noel Pacarro Brown, CIMA®, CPWA®

Kevin Sánchez, CIMA®, CPWA®, CFP®

Dorothy Bossung, CIMA®, CPWA®, RMA®, CFP®

Robert B. Clelland, CIMA®

Betsy Piper-Bach, JD, CIMA®, CFP®, CTFA

Kelly Walsh, CIMA®, RCC®

Let Us Help You in The War for Talent

Contact the Professional Development Team

Stay Connected With Our Blog: Investment Sense - Advanced analysis for today’s savvy advisors

Subscribe to the Institute Insider - a bi-weekly newsletter from Investments & Wealth Institute

Stay informed of what's happening at the Institute!

Want to know more about the Institute or which certification is right for you?

The Value Of CIMA^® and CPWA^® Certifications Research Findings

Special Edition Podcast Episode - The SECURE Act w/Jeffrey Levine

Exceptional Advisor^®:
Communicate Your Value & Build Client Engagement

The Value Of CIMA^® and CPWA^® Certifications Research Findings

Exceptional Advisor®:
Communicate Your Value & Build Client Engagement Online Course

Special Edition Podcast Episode - The SECURE Act w/Jeffrey Levine on The Exceptional Advisor Podcast Series

Listen: How Today's Retirees Are Financially Fairing w/ Catherine Collinson on The Exceptional Advisor Podcast Series

Exceptional Advisor®:
Communicate Your Value & Build Client Engagement Online Course

May 21, 2020 - SPECIAL SERIES Exceptional Advisor Webinar Series | 4:30 ET