Wealth Week was designed to help Advisors like you learn new ways to address the unique needs of high-net-worth (HNW) and ultra-high-net-worth clients. Throughout the week, we will be featuring a variety of wealth management programs and resources to help you stay plugged into the evolving needs of the HNW marketplace. Through different learning channels, we will be bringing you the assets you need to serve the unique and complex needs of high-net-worth clients.
Download the Wealth Week Worksheet
Get insight & advice from others who are making an impact around the industry.
September 13, 2021
September 14, 2021
September 15, 2021
September 16, 2021
September 17, 2021
September 18, 2021
September 19, 2021
Attend the Wealth Advisor Forum
Develop new skills and strategies to better serve your wealthy clients and earn an exclusive certificate of completion from The University of Chicago Booth School of Business.
Listen to a Podcast from our Exceptional Advisor Series
E65-Re-engineering Certifications for Today's Business Climate w/Sean Walters, CAE®
Robert Powell, the editor of Retirement Daily at The Street, interviews Sean R. Walters, CAE®, chief executive officer of the Investments & Wealth Institute, on the difference between a certification and a certificate program in addition to the quality standards to which credible certification bodies adhere. They also discuss the best practices in developing and delivering credentialed solutions for professionals and what to watch for if you are seeking professional development.
Check Out The Latest HNW Investor Research
Read the latest HNW Investor study to see what clients value in an advisor. Clients need advisors who will provide meaningful guidance and deliver strong financial outcomes. High-net-worth clients require even more. They have highly individualized and complex needs that requires their advisor to speak a more sophisticated language. Discover what investors are looking for.
The wealth management profession is transforming at a rapid pace. Regulations, competition from new business models, and advances in technology are driving the way we do business and expeditiously changing the delivery of advice to meet client expectations.
See the following trends effecting the industry and discover what practitioners are talking about.
See where the industry is headed
Clients need advisors who will provide meaningful guidance and deliver strong financial outcomes. High-net-worth clients require even more. They have highly individualized and complex needs that requires their advisor to speak a more sophisticated language. Discover what investors are looking for.
Get more insights from the 2021 Investor Report, watch the Leadership Exchange: 2021 Investor Report with Julie Littlechild & Sean R. WaltersDownload the report
Take the Private Wealth Essentials course. This 14.5 hour course focuses on the specific needs of high-net-worth clients in five core areas:
Each of these areas is examined in conjunction with the needs of HNW clients fitting three different profiles: the executive, the closely held business owner and the retirement client. Participants will explore the needs of each client profile in each core area with the guidance of an expert.
You will earn 14.5 premier CE hours.Take the course
The sharing of ideas, information and insights creates a currency beyond that of the boardroom. Those ideas, and experiences drive change and move our profession forward.
So, join our Private Wealth Center, your gathering place to explore curated content from our members and network of thought leaders. A place to connect and collaborate with others and where you can stay up-to-date. Share best practices, fast-track ideas, and solve complex client challenges, together.Join the Hive
Further your own business and wealth management knowledge. We offer a variety of resources to assist you in reaching your career aspirations and be successful once you get there.
Drive, determination and grit are just a few of the characteristics that have led our members and organizations to success. Perseverance, hard work and talent play key factors as well. Learn about some of our Certified Private Wealth Advisors and community partners, and gain a glimpse into their journeys and experiences inside the profession.
In today’s rapidly changing economy, there is a growing need for professionals with a niche set of expertise to contribute to key business discussions and drive strategic decision-making. Become a Certified Private Wealth Advisor,® CPWA®.
Unlike other credentials that focus specifically on investing or financial planning, the CPWA® program takes a holistic and multidisciplinary approach that provides certification holders the breadth and depth of skills and expertise to provide HNW clients the advice they need.
Earning the CPWA® certification provides measurable results:
Want to learn how you can obtain the strategies, insights, and expertise to elevate your career to a higher level? Attend one of our 30-minute information sessions where you can learn more about the curriculum, requirements, educational providers, costs and benefits.
*Source: Aite, Building High-Net-Worth Knowledge Through the CPWA® CertificationTalk to an enrollment counselor now
The future of wealth management can be navigated with the right skills and competencies.
The Investments & Wealth Institute is the nerve center for tackling these challenges, delivering sound advice, and creating the future of wealth management, so stay up-to-date on wealth management topics.
Get the latest resources, tools and information taking place, and coming from the Institute, to help further your professional development. Sign up for the Wealth Insider newsletter, delivered 1x month straight to your inbox!Sign up today