The Investments & Wealth Institute is your professional community, advanced education provider, and standards body. 2020 was the 35th anniversary of our founding. Due to the exemplary efforts of more than 140 volunteers and a professional staff of 44, it is our privilege to support and serve you, our members, certificants, candidates, and industry partners. Our non-profit mission remains the same, to deliver the premier investment consulting and wealth management credentials, and world-class education. In 2020:
To read our 2020 Annual Report, click here.
As we look towards next year, we are excited about the future. We have a variety of initiatives and upgrades planned that will enhance the Institute experience for all members and certificants. Look for these new features throughout 2021!
Thank you for your continued support!
Happy New Year,
Sean R. Walters, and the entire staff at the Investments & Wealth Institute