Insider March 13 2023

Save on ACE Academy Registration When You Upgrade Your Membership

Upgrade you membership to Elite status and receive 40% off conference registration to ACE Academy 2023—an immediate savings of $398 off regular registration.

Along with a complimentary subscription to Barron's and unlimited access to our CE library, Elite conference discounts pay for the upgrade by attending only two
in-person conferences.

BECOME AN ELITE MEMBER

Early Bird Extended to April 1

Register for ACE Academy 2023 in San Diego before April 1 to Save $100

Earn 20 CE

Now Available On-Demand

Investments & Wealth Masters Forum
On-Demand, Planning for Intergenerational Wealth Transfer

Earn 16.5 CE

Available Until April 7

Investments & Wealth Forum—Toronto 2022 On-Demand, Facilitating Sustainable Behavioural Change

Earn 7.5 CE

Earn a Certification in 2023

Get started on an Institute certification and be on your way to earning a designation in 2023!

– CPWA^® Certification: Get started with Yale at anytime or apply to Chicago Booth by March 31

– CIMA^® Certification: Get started with Yale at anytime or apply to Chicago Booth by April 11

– RMA^® Certification: New on-demand curriculum to fit your busy schedule. Apply today!

Endowments & Foundations Consulting

Certificate Program
Premier CE: 13 credits for CIMA^®, CPWA^® and RMA^® certifications
CFP CE: 12 credits

The Endowments & Foundations Consulting online course teaches advanced methods for institutional investment consulting with endowments and foundations clients. Course participants learn the unique dynamics of advising non-profit clients, key principles of successful consulting and investment management and best practices for maintaining a rewarding relationship.

Need Tuition Assistance?

Apply for an Investments & Wealth Foundation scholarship today. Foundation scholarships enable women, diverse professionals and next-generation leaders to elevate their careers and contribute to our profession. Scholarships can be used for exam and enrollment fees and/or a portion of tuition and certification fees.

March 15 @ 11 a.m. ET

An Overview of the CIMA^® Certification with Chicago Booth Instructor

March 15 @ 1 p.m. ET

An Overview of the CPWA^® Certification

March 15 @ 2 p.m. ET

An Overview of the RMA^® Certification

Investments & Wealth Institute^® is a professional association, advanced education provider and certification board for financial advisors, investment consultants, financial planners and wealth managers who continuously strive for excellence and hold themselves to the highest ethical standards.

Investments & Wealth Institute needs the contact information you provide to us to contact you about our products and services. You may manage preferences from these communications at any time. For information on our privacy practices and commitment to protecting your privacy, please review our Privacy Policy.

Investments & Wealth Institute 5619 DTC Parkway Suite 600 Greenwood Village CO 80111 https://investmentsandwealth.org/home