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

+$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.