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Exploring Alternative Investments—
Read the Investments & Wealth Monitor

With new products on the horizon, the latest issue of the Investments & Wealth Monitor examines the role and use of alternative investments in the
current market environment.

READ THE ISSUE
 
 
Editors' Picks
 
 

Selections from IWI publications, podcasts, partners and more.
Any article containing a 🔒 is exclusive to members through The HIVE, the Institute's community for curated content and discussion. Explore The HIVE today!

 
 
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🔒 Social Media: Making the Professional More Personal
From the Investments & Wealth Monitor

The Great Repricing: Financial Advice in the Age of Climate Change
From the Investments & Wealth Monitor

Defining Wealth Management: Knowledge and Service Capabilities Required for Today's Financial Advisory Practitioners and Wealth Management Teams
From Investments & Wealth Research

 
 
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🔒 Navigating the Myths of ESG Investing: A Road Map to Success
From the Investments & Wealth Monitor

Alternative Investments: 2021 Survey Shows Advisors Are Open to Increasing Allocations
From the Investments & Wealth Monitor

The Art and Science of Asking Questions w/Warren Berger
Exceptional Advisor Podcast

 
 
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🔒 Controllable Factors and Uncontrollable Risks in a Retirement Spending Plan: Using a Registered Indexed Linked Annuity to Mitigate Risk Exposure
From the Retirement Management Journal

Incorporating Health Care Costs Into Retirement Planning
From Nationwide

Private Markets: Asset Allocation and Portfolio Construction
From the Investments & Wealth Monitor

 
 
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🔒 The Role and Use of Alternative Investments
From the Investments & Wealth Monitor

Can Individual Investors Make Their Voices Heard?
From Chicago Booth Review, IWI Executive Education Partner

 
 
 
 
Claim Your IWI Digital Membership Badge!

Your digital membership badge has officially arrived to showcase your professional affiliation with the Institute.

Members should have received an email from Accredible, our credentialing partner, on August 24 with a link to download your badge. If you did not receive your email, please contact us at membership@i-w.org.

CONTACT MEMBERSHIP
 
 
UPCOMING EVENTS + DEADLINES
 
 
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September 15 @ 4:30 p.m. ET

Webinar: Developing Efficient Drawdown Strategies for Distribution of Client Assets
Sponsored by Allianz
1 CE Hour

With trillions of dollars in U.S. retirement market assets, the importance of helping clients develop an effective drawdown strategy is key to helping their income last as long as they do.

REGISTER NOW
 
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October 3

Investments & Wealth Forum—Toronto 2022
7.5 CE hours

This year's theme, Facilitating Sustainable Behavioural Change, will equip you with the tools and techniques you need to counsel and advise your clients through a turbulent market.

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November 29-December 1

Investments & Wealth Forum—New York City 2022
20–26 CE hours

One of the Institute's most popular conferences, this year's event on Managing Portfolio Risks brings the latest topics, such as ESG investing, international investing and crypto to the forefront.

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PROFESSIONAL DEVELOPMENT TOOLBOX
 
 
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Certification Deadlines Approaching

Today, August 29, is the final date in 2022 to apply for CIMA® certification through Chicago Booth.

September 1 is the deadline to apply for CPWA® certification through Chicago Booth. You can also start your CIMA® or CPWA® certification at any time with Yale SOM.

September 6 is the deadline to apply for the RMA® certification challenge, which puts you on a path to earn certification in about 3.5 months.

LEARN MORE
 
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2022 Course Catalog

Whether your learning style is best served through online courses, virtual webinars or live conferences, the Investments & Wealth Institute has the perfect option for you. Regardless of your membership status with the Institute, you can take advantage of learning opportunities today to earn premier CE with practical, Ivy League-quality content.

LEARN MORE
 
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Scholarship Support Available

The Investments & Wealth Foundation is invested in your success. The Foundation is committed to increasing the knowledge of a more diverse workforce and better serving the investing public. Scholarships range from $1,000 to $5,000 and can be used for exam and enrollment fees and/or a portion of tuition and certification fees.

APPLY NOW
 
 
Visit The HIVE Knowledge Centers
Connect with peers. Explore content. Stay up to date on best practices. 

The HIVE was built with you in mind! Get the latest articles and research from Institute journals, share your own documents, join discussions, network with peers and get the industry buzz all in one place.

EXPLORE THE HIVE
 
 
INTRO TO CERTIFICATION WEBINARS
 
 
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September 27 @ 10 a.m. ET

An Overview of the CIMA® Certification with guest speaker Kathleen Fitzgerald, professor, Chicago Booth

REGISTER NOW
 
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September 27 @ 12 p.m. ET

An Overview of the CPWA® Certification

REGISTER NOW
 
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September 27 @ 1 p.m. ET

An Overview of the RMA® Certification with guest speaker Mike Kurz, CIMA®, CPWA®, CFP®, Institute program director

REGISTER NOW
 
 
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