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The 2023 T3/Inside Information Technology Survey is Now Open for Participation

This annual survey for financial advisors is designed to gain feedback about the components in your software suite and provide guidance about today’s complex technology. Results and full analysis will be made available to all participants. Please take a moment to complete the 15-minute survey so that Institute members are well represented.

TAKE THE SURVEY
 
 
Editors' Picks
 
 
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Rethinking Everything: Building Your Client’s ‘Portfolio for the Future™’
From the Investments & Wealth Monitor

Long-Term Care Planning For Mature Clients: Insuring Against Longevity and Healthcare Risks with Modern Solutions
From the Investments & Wealth Monitor

 
 
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Sustainable Investing: A Trustee’s Friend or Foe?
From the Investments & Wealth Monitor

An Optimistic Take on Pessimistic Trading
From Chicago Booth Review, IWI Executive Education Partner

 
 
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Private Risk Pooling: A Fresh Approach to Longevity Risk
From the Investment & Wealth Monitor

Protected Lifetime Income Benefits: The Future of Longevity Protection
From the Investment & Wealth Monitor

 
 
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Medicare Planning
Exceptional Advisor Podcast

Moshe A. Milevsky, PhD: Planning for Retirement Income
From the Retirement Management Journal

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

To Address Inequality, Donors Prefer Taxes to Charity
From Chicago Booth Review, IWI Executive Education Partner

 
 
A Year in Review

A Message from Sean Walters, CAE®,
Chief Executive Officer

End of Year Message 2022

Watch our year-end video for a breakdown of all the Investments & Wealth Institute has accomplished during the past year.

WATCH NOW
 
 
UPCOMING EVENTS + DEADLINES
 
 
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Now Available

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

REGISTER NOW
 
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Now Available

Investments & Wealth Forum—New York City 2022 On-Demand, Managing Portfolio Risk

REGISTER NOW
 
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February 5-8

Investments & Wealth Masters Forum, Planning for Intergenerational Wealth Transfer

REGISTER NOW
 
 
PROFESSIONAL DEVELOPMENT TOOLBOX
 
 
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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 February 22
  • CIMA® Certification: Get started with Yale at anytime or apply to Chicago Booth by January 11
  • RMA® Certification: Tackle the new RMA® curriculum and apply by January 16
LEARN MORE
 
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College and Student Loan Planning Essentials

NEW Certificate Program
Premier CE: 15 credits, including 6 tax & regulations credits,for CIMA®, CPWA® and RMA® certifications
CFP CE: 15 credits

Undersaving for retirement or delaying retirement can be attributed to overpaying for college for many families. Check out the new College and Student Planning Loan Essentials course to help your clients better plan for funding education so that they can enjoy a successful retirement.

REGISTER NOW
 
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Apply for a Foundation Scholarship

The Investments & Wealth Foundation scholarship program enables women, diverse professionals and next-generation leaders to elevate their careers and contribute to our profession. We wish to improve the access to premier professional development and increase the involvement of those underrepresented in the industry. Accelerate your career with a CIMA®, CPWA® or RMA® designation and receive financial support from the Investments & Wealth Foundation by applying for a scholarship today.

APPLY TODAY
 
 
INTRO TO CERTIFICATION WEBINARS
 
 
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January 11 @ 11 a.m. ET

An Overview of the CIMA® Certification with Yale Program Director

REGISTER NOW
 
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January 11 @ 1 p.m. ET

An Overview of the CPWA® Certification

REGISTER NOW
 
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January 11 @ 2 p.m. ET

An Overview of the RMA® Certification

REGISTER NOW
 
 
Read the NEW Investments & Wealth Monitor and Retirement Management Journal

Investments & Wealth Monitor: "Longevity Risk"
This issue focuses on longevity risk and highlights its implications for
advisors and investors.

Retirement Management Journal
Article highlights include a Visionaries Series interview with William F. Sharpe, PhD.

 
 
© 2023 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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