• Investment Management

    The latest Investment Management news from the Institute

  • Wealth Management

    The latest Wealth Management news from the Institute

  • Retirement Management

    The latest Retirement Management news from the Institute

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

ACE Unplugged available 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 PartyRegister now.

Register Now

Call for Board of Directors 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.

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.

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

This special report highlights the shifts that are occurring in clients views, provides a look at what clients need, want, and expect during an unprecedented time, and explores how advisors can support clients right now.

Read the full report here.

Upcoming Opportunities

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.

View all Institute Opportunities

Success Stories

Success stories and profiles of current Institute certificants

“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

Let Us Help You in The War for Talent

For over 30 years, the Investments & Wealth Institute has been the industry’s place for premier investment and wealth management education.

We offer everything from certification programs and online courses to conferences and webinars. So if  you're a top performer or an up-and-coming young professional, we can partner with you to provide everything you need to supplement your talent development.

 

Contact the Professional Development Team

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

Investment Sense provides expert thinking on the relevant topics that impact your business.

Read our Blog

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Stay informed of what's happening at the Institute! 

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

Reach out to our customer care team at 303-850-3096 to speak with our Enrollment Counselor, Shea Werner. 

Contact our Professional Development Team