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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

Are you proactively guiding your clients around saving for their families’ college financing? Are you up to date on student loan planning? Take the College and Student Loan Planning Essentials course to become more knowledgeable in the areas of education funding, financial aid planning and student loan advising.

REGISTER NOW
 
 
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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🔒 How Clients Are Funding Their Donor-Advised Fund Philanthropy: 61% of Contributions Are Non-Cash Assets
From the Investments & Wealth Monitor

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

 
 
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🔒 Campbell R. Harvey, PhD: Examining Quantitative Investment Strategies
From the Journal of Investment Consulting

10 Ways to Find Opportunity in This Market
From ThinkAdvisor

 
 
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🔒 If You Give Rollover Advice to IRA Owners, Act Now: The Compliance Deadline Has Passed
From the Investments & Wealth Monitor

Net Unrealized Appreciation: A Retirement Distribution Strategy to Reduce Taxes
From the Investments & Wealth Monitor

 
 
 
 
DEI-4

Navigating Microaggressions at Work
From Knowledge at Wharton, IWI Executive Education Partner

Importance of Diversity & Inclusion Initiatives
Exceptional Advisor Podcast

 
 
Barron's Subscription for Upgraded Members

Add a Barron’s subscription to your Institute membership. Upgrade today to a Signature or Elite professional development package to enjoy the latest industry insights and analysis along with many other benefits.

If you are a current Signature or Elite member who needs to confirm or update your Barron's subscription address, please contact membership.

CONTACT MEMBERSHIP
 
 
UPCOMING EVENTS + DEADLINES
 
 
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December 1 @ 4:30 p.m. ET

Charitable Giving: Realizing Your Vision For A Better World
Webinar
Sponsored by RBC Wealth Management

REGISTER NOW
 
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November 29-December 1

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

REGISTER NOW
 
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Available On-Demand

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

REGISTER NOW
 
 
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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Social Security Planning Microcourse

Are your clients unsure when to claim Social Security? Whether claiming at full retirement age or at a
different age, this can have ramifications for clients.
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.

LEARN MORE
 
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Giving Tuesday is November 29

Every act of generosity counts. Giving Tuesday is next week. We hope your act of generosity will support the Investments & Wealth Foundation as we reduce the barriers to entry and expand the shared perspectives and voices heard throughout our evolving industry.

GIVE NOW
 
 
INTRO TO CERTIFICATION WEBINARS
 
 
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December 9 @ 10 a.m. ET

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

REGISTER NOW
 
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December 9 @ 12 p.m. ET

An Overview of the CPWA® Certification

REGISTER NOW
 
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December 9 @ 1 p.m. ET

An Overview of the RMA® Certification with guest speaker Bob Powell, RMA® faculty

REGISTER NOW
 
 
INVESTMENTS & WEALTH MONITOR
New Issue: 'Private Wealth'

IWM22SepOct-COVER

The latest issue of the Investments & Wealth Monitor tracks the ever-evolving private wealth marketplace. Articles examine the needs of high-net-worth investors as well as the knowledge and acumen required to address their needs.

 
 
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