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.
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!
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!
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 membership@i-w.org.
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.
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.
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.
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.
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.
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.
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 https://investmentsandwealth.org/home
