Membership Changes

    In an effort to better serve and support your needs as a community and your continuing education requirements, we are excited to inform you of the new Institute membership model launching in 2021.

     

    What you should know about the Institute’s new membership model, launching January 2021:

        • There will be three membership tiers to choose from:
          • Basic, Signature and Elite.
        • Basic membership will now be complimentary & included for all active Institute Certificants, and for all CIMA®, CPWA®, and RMA® candidates.
        • The renewal process will be streamlined and simplified by aligning your certification and membership renewal dates. Pay only once, every two years.
        • You will be able to select the benefits and professional development access that best fits your preferences and education needs, allowing you to
          tailor your membership experience.
        • Continued access to award-winning publications such as the Investments & Wealth Monitor, with flexibility on whether you want to receive printed or digital publications.
        • Premium tiers provide members with discounts on premier events and award-winning courses and access to complimentary CE, reducing the
          ongoing cost of earning and reporting CE.
        • Premium tiers provide complimentary access to ethics, tax and regulatory CE.
        • Elite Membership Tier provides members with concierge level support, and VIP benefits at events.
    Learn more about the upcoming changes.

    2021 Membership Options

    Included with Recertification*
    BASIC

    2 Year Certification Renewal + Complimentary Membership 

     

    Basic Membership is perfect for those who want a taste of the Institute or prefer to learn a la carte. Basic Membership gets you everything you need to start your professional development journey.

     

    *Basic Membership will be complimentary and included for all active Institute Certificants, with the recertification fee of $895 and for all CIMA®, CPWA®, and RMA® candidates.

    International pricing is available.



     

    basic_tier
    +$395
    SIGNATURE

    2 Year Membership

     

    Step up your professional development with access to all publications, discounts on online courses, and all the premium content the Institute has to offer. From complimentary continuing education (CE) hours to client brochures and more.

     

    Your Signature Membership includes everything in Basic, PLUS access to 25% off all live conferences, online courses and webinars!

     

    signature_tier
    +$895
    ELITE

    2 Year Membership

     

    Become an Institute VIP with this premier professional development experience. Take any of our 1-hour On-Demand classes or courses with your full access pass and attend special webinars for Elite Members only. Your Elite Membership lets you enjoy full access to everything the Institute has to offer.

     

    Elite Members also enjoy 40% off all live conferences, online courses and webinars.

     

    elite_tier

    Not a CIMA, CPWA, or RMA candidate or certificant? See the Membership Options here.

     

    2021 Membership Benefits 

     

     

     basic_tier

    Basic

    signature_tier

    Signature

    elite_tier

    Elite

    All newsletters, blogs, podcasts and the Exceptional Advisor Toolkit

    X

    		 X

    X

    Award-winning Investments & Wealth Monitor

    (Up to six issues annually)

    X

    Digital

    X

    Digital & Print

    X

    Digital & Print

    Investments & Wealth Research

    (Up to four issues annually)

    X

    Digital

    X

    Digital & Print

    X

    Digital & Print

    + Summary Webinars

    Journal of Investment Consulting, Retirement Management Journal, &

    Wealth Management eJournal

    X

    Digital

    X

    Digital & Print

    X

    Digital & Print

    + Editor's Choice

    Complimentary Client Brochures promoting your certification

    (Certificants Only)

    		  

    X

    25 Client Brochures

    X

    50 Client Brochures

    2-year print subscription to Barron's Magazine

    (Print Only)

    		  

    X

     

    X

     

    Discount on ALL premier, audit-proof Institute CE

    (Includes live conferences, courses and webinars)

    		  

    X

    25% Off ALL Live Events

    & On-Demand Courses

    X

    40% Off ALL Live Events

    & On-Demand Courses

    Buddy Discount

    (Your friend, colleague or spouse will receive discounted registration rates)

    		  

    X

    $100 Buddy Discount

    X

    $200 Buddy Discount

    Complimentary CE from On-Demand Library

    		  

    X

    5 CE Hours

    X

    Full Access 

    Ethics CE from On-Demand Library

    		  

    X

    1 CE Hour

    X

    2 CE Hours

    Tax & Regulation CE from On-Demand Library

    		    

    X

    1 CE Hour

    Concierge treatment at in-person conferences

    (VIP access to speakers, preferred seating, VIP events and in-room check-in)

    		    

    X

     

     

    Learn more about the upcoming changes.

    E-mail address

    customercare@i-w.org

    Contact us

    +1 303-770-3377

    Headquarters

    5619 DTC PKWY, Greenwood Village, CO 80111