Not rendering correctly? View this email as a web page here.
CPWA® Certification Earns
Prestigious ANAB Accreditation

The Institute is pleased to share that the Certified Private Wealth Advisor® (CPWA®) certification, the advanced certification for advisors who serve high-net-worth clients, has met all personnel certification requirements to be accredited by the ANSI National Accreditation Board (ANAB). To meet the rigorous ANAB accreditation standard for personnel certifications, the Institute demonstrated its adherence to nearly 120 individual standards. CPWA® accreditation emphasizes quality assurance and a commitment to the continuous integrity of the certification.

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!


🔒 Women of Wealth: Unheard for Far Too Long
From the Investments & Wealth Monitor

Regenerative Finance: A New Asset Class for Values-Driven Investors Prioritizes Problem-Solving and Impact
From the Investments & Wealth Monitor

How Companies and Capital Can Be Forces for Good
From Knowledge at Wharton, IWI Executive Education Partner


🔒 Illuminating the Relationship Between ESG and Performance
From the Investments & Wealth Monitor

The Truth About Crypto w/Matt Hougan
Exceptional Advisor Podcast

Passive ETFs Are Surprisingly Active
From Chicago Booth Review, IWI Executive Education Partner


🔒 Financial Preferences and Priorities by Demographic Group
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

How Prepared Are Americans for Retirement?
From Knowledge at Wharton, IWI Executive Education Partner


🔒 Sustainable Investing, Economic Theory, and Evidence
From the Investments & Wealth Monitor

Machine-Learning Systems Can Search for Visual Patterns in Price Charts
From Chicago Booth Review, IWI Executive Education Partner

Connect with The HIVE Member Directory

Have you recently met a fellow IWI member at a conference, in-person certification course or just want to connect with experienced financial professionals for problem-solving and guidance?

As an IWI member, you now have access to The HIVE member directory, a helpful search tool that you easily can use to look up and message IWI members by specific search criteria.

Start growing your network today with this exclusive member benefit!

July 22 @ 12 p.m. ET

Elite Member Research Roundup Webinar (Elite Members Only)

Join Investments & Wealth Institute Chief Executive Officer Sean R. Walters, CAE®, for an exclusive, one-hour research webinar. Elite members can register by emailing

July 28 @ 4:30 p.m. ET

Building and Shaping Tomorrow's Wealth Management Team

1 complimentary CE hour

Part of the Diversity, Equity & Inclusion Webinar Series

October 3, 2022

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.

CIMA® Certification with Chicago Booth

Apply by August 15, 2022

The Chicago Booth CIMA® Education program empowers candidates to learn the CIMA® curriculum online while also engaging with Chicago Booth faculty through live and on-demand video instruction. The program takes place September 7–December 19, 2022.

Private Markets for Advisors

Developed by the Investments & Wealth Institute, sponsored by Macquarie Asset Management

12 CE hours + a certificate

Gain institutional-quality best practices on how to implement private markets into your practice. With access to private markets widening and investors eager to include private market investments, you’ll need the knowledge and strategies for navigating this new landscape.

Apply for a 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.

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.

August 19 @ 11 a.m. ET

An Overview of the CIMA® Certification with guest speaker Jim Dobbs, CIMA®, CPWA®, CFP®, program director, Yale certification program

August 19 @ 12 p.m. ET

An Overview of the CPWA® Certification with guest speaker Alyssa Yocom, CPWA®, CFP®, wealth manager, Schultz Financial Group

August 19 @ 1 p.m. ET

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

Read the Investments & Wealth Monitor
'Sustainability Investing'


Sustainable investing has grown significantly over the past several years, both in the number of strategies and the assets under management, but it is often misunderstood by advisors and investors alike. The latest Investments & Wealth Monitor examines the merits and challenges of allocating assets with these evolving strategies.

© 2022 Investments & Wealth Institute

linkedin-icon  twitter  calendar-icon  fb-icon  youtube-icon  podcast-icon-social 


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.

Investments & Wealth Institute needs the contact information you provide to us to contact you about our products and services. You may manage preferences from these communications at any time. For information on our privacy practices and commitment to protecting your privacy, please review our Privacy Policy.

Investments & Wealth Institute   5619 DTC Parkway  Suite 600  Greenwood Village  CO   80111