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Introducing Private Markets for Advisors

Developed by the Investments & Wealth Institute
12 CE hours + a certificate
Sponsored by Macquarie Asset Management

In recent years, the industry has seen an increase in the democratization of private markets, creating more opportunity for high-net-worth investors to access a previously inaccessible space. This course equips advisors with the knowledge and tools to leverage private market investments in their practices and diversify their clients’ portfolios. Advisors who are able to competently provide access to private markets can differentiate themselves in competitive markets. This certificate-based, online course teaches advisors valuable best practices for including private markets in their clients' portfolios.

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!


🔒 Hedging vs. Diversification: Comparing the Cost of Hedging to the Cost of Diversification
From the Journal of Investment Consulting

Roth Conversions in 2022
Exceptional Advisor Podcast

Inflation: Preparing Income Portfolios for the Next Risk
From the Investments & Wealth Monitor


🔒 Exchange Rate Changes and ESG: Predicting Exchange Rate Changes Using Country Environmental, Social, and Governance Ratings
From the Journal of Investment Consulting

How to Hold Foreign Corporate Insiders Accountable
From Knowledge at Wharton, IWI Executive Education Partner 

Positioning Portfolios for Inflation
Exceptional Advisor Podcast


🔒 Public Pension Portfolios in a World of Low Rates and Low Risk Premiums
From the Journal of Investment Consulting

Common Questions and Myths about Social Security
Exceptional Advisor Podcast

The Four Pillars of the New Retirement: What a Difference a Year Makes
From the Investments & Wealth Monitor


🔒 The Secrets to Earning a Female Investor’s Trust—and Her Business
From the Investments & Wealth Monitor 

Making the ‘Business Case for Diversity’ Can Backfire with Underrepresented Groups
From Yale Insights (the Yale School of Management), IWI Executive Education Partner

Member Benefit Breakdown: Publications

Publications are one of the Institute's most popular member benefits. As a member, you can access the digital versions of all Institute publications, while Signature and Elite members can also receive printed copies. Basic members who wish to receive printed Institute publications can upgrade to a premium membership level at any time through your online dashboard.

Don't forget the Investments & Wealth Monitor app is also available to members on Apple iPad and iPhone, Android devices and Kindle Fire.

June 30 @ 4:30 p.m. ET

The Opportunity in Gender DiversityWhat Women Can Bring to Your Firm

1 complimentary CE hour

Part of the Diversity, Equity & Inclusion Webinar Series
Sponsored by Charles Schwab

July 14 @ 4:30 p.m. ET

Corporate Efforts in Diversity, Equity & Inclusion—Top-Down + Grassroots = Change

1 complimentary CE hour

Part of the Diversity, Equity & Inclusion Webinar Series
Sponsored by Macquarie

October 3, 2022

Investments & Wealth Forum—Toronto 2022

7.5 CE hours

This intensive, one-day event will bring together 250+ exceptional advisors, market game-changers and financial experts from across North America.

Certification Deadlines

You can start now and earn a certification in 2022. Our certifications can take three to nine months to complete. Get started today with a CIMA® or CPWA® certification through Yale SOM, or see the other educational provider deadlines below:

CIMA® certification: Chicago Booth by August 15, or Yale anytime

CPWA® certification: Chicago Booth by September 1, or Yale anytime

RMA® certification: Next class is September 6, or get started anytime with our self-paced option

ACE Academy 2022

20 CE hours

Did you miss out on the biggest event of the year, ACE Academy 2022? Now you can access select sessions from our highest-rated annual event. With an NPS score of 61 and a relevance score of 4.3 out of 5, this is a one-of-a-kind event and the Institute's highest-rated ACE Academy ever.

Apply For a Scholarship

Accelerate your career with a CIMA®, CPWA® or RMA® designation. Investments & Wealth Foundation scholarships are designed to reduce the barriers to entry and expand the shared perspectives and voices heard throughout our evolving industry. The Foundation scholarship program enables women, diverse professionals and next-generation leaders to elevate their careers and contribute to our profession.

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.

June 24 @ 10 a.m. ET

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

June 24 @ 12 p.m. ET

An Overview of the CPWA® Certification

June 24 @ 1 p.m. ET

An Overview of the RMA® Certification with guest speaker Dana Anspach, RMA®, founder and CEO, Sensible Money

Read the Journal of Investment Consulting


The latest issue of the Journal of Investment Consulting is now available.
Article highlights include a Masters Series interview with prolific researcher Campbell R. Harvey of Duke University.

© 2022 Investments & Wealth Institute

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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.

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