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NEW! Social Security Planning

Take the One-Hour Microcourse
Complimentary for Elite members
25% off for Signature members

Are your clients unsure when to claim Social Security? The newly launched Social Security microcourse gives you a quick, one-hour primer on Social Security with actionable takeaways and a job aid you can use with clients.

1 CE credit hour
1 CFP CE credit hour

LEARN MORE
 
 
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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🔒 Cryptocurrencies and Digital Assets: Valuation Models and Due Diligence
From the Investments & Wealth Monitor

The Future of Wealth Management: Part One of Two w/Stephen M. Horan, PhD, CFA®, CIPM®, CAIA®
Exceptional Advisor Podcast

 
 
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🔒 Performing Due Diligence on Alternative Investment Managers
From the Investments & Wealth Monitor

ESG and Sustainable Investing: A Discussion with David Callaway and Robert Powell, CFP®
From the Investments & Wealth Monitor

 
 
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🔒 Investor Perspectives on Retirement Planning
From Investments & Wealth Research

The Future of Money w/Lilah Raynor
Exceptional Advisor Podcast

 
 
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🔒 Predicting Returns Using Behavioral Market Barometers
From the Journal of Investment Consulting

Tracking the Financial Stakes in Curbing Emissions
From Knowledge at Wharton, IWI Executive Education Partner

 
RIA

Easily Integrate Annuities Into Your Independent RIA Business
From Allianz Life Insurance Company of North America

Deprogram Your Idea of Ethics
From InvestmentNews at the Investments & Wealth Forum

 
 
 
How-To: Posting a HIVE Discussion Anonymously

Breaking the digital ice can seem intimidating, but if you have a burning question you want to ask in the HIVE community, know that you can always post anonymously! This can be helpful for those members with employer compliance rules.

To post an anonymous HIVE discussion topic, follow these steps:

  • Login to the HIVE.
  • Inside the HIVE, navigate to the “Participate” tab on the top header and select “Post a Message” from the dropdown menu.
  • Once you select which community you want your post to appear in, a “Post message anonymously” check box will appear. Check this box for your post to appear anonymously.

If you have any questions or just want to ask your question(s) through the community manager, the membership and community team can also assist. Contact membership@i-w.org with any questions.

START A DISCUSSION
 
 
UPCOMING EVENTS + DEADLINES
 
 
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October 27 @ 4:30 p.m. ET

Part Two: Dividend Equity Strategies for Today’s U.S. and International Markets
Webinar
Sponsored by GQG Partners

REGISTER NOW
 
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November 1 @ 1:00 p.m. ET

Recession Proof Your Clients’ Portfolios
Webinar
In Partnership with ThinkAdvisor

REGISTER NOW
 
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November 29-December 1

Investments & Wealth Forum—New York City 2022, Managing Portfolio Risks
In-Person or On-Demand

LEARN MORE
 
 
PROFESSIONAL DEVELOPMENT TOOLBOX
 
 
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Certification Deadlines

There's still time in 2022 to get started on an Institute certification and be on your way to a designation before the end of the year.

  • Earn your CIMA® certification with Yale on your own schedule anytime
  • Earn your CPWA® certification with Chicago Booth by applying before December 1
  • Earn your RMA® certification with the Institute in about 4 months starting at anytime
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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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.

APPLY TODAY
 
 
INTRO TO CERTIFICATION WEBINARS
 
 
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November 8 @ 10 a.m. ET

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

REGISTER NOW
 
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November 8 @ 12 p.m. ET

An Overview of the CPWA® Certification with guest speaker Jim Dobbs, CPWA®, CIMA®, CFP®

REGISTER NOW
 
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November 8 @ 1 p.m. ET

An Overview of the RMA® Certification with guest speaker Dana Anspach, CFP®, RMA®, founder and chief executive officer, Sensible Money, LLC

REGISTER NOW
 
 
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