We are the premier source for financial advising news, podcasts, publications, current industry webinars, CE events and certifications! #ExceptionalAdvisor" title="" class="btn" data-container="body" data-html="true" data-id="44477" data-placement="top" data-toggle="popover" data-trigger="focus" style="color:#b3d4fc" tabindex="0" data-original-title="Investments & Wealth Institute"> 4,151 13,185
Activities
Entity types
Location
5619 DTC Pkwy #600, Greenwood Village, CO 80111, USA
Greenwood Village
United States of America
Employees
Scale: 51-200
Estimated: 69
Engaged corporates
3Added in Motherbase
5 years, 9 months agoThe leading financial organization that individuals and firms turn to for their advanced professional development.
The Investments & Wealth Institute is a premier professional membership association and the leading credentialing body for wealth management certifications in the United States and beyond. We are dedicated to serving the educational and professional development needs of the financial advice industry’s most advanced practitioners, especially those focused on the high and ultra-high-net-worth ecosystems. Members of the Institute include the world’s most successful wealth managers and advisors, RIA teams and ensemble practices, and enterprise-level decision makers in the financial advice industry.
In addition to our award-winning publications, we offer a powerful suite of continuing educational (CE) programs and products, including our comprehensive online Academy, personalized private classes, live seminars, and national conferences. Our three professional certification programs — the Certified Private Wealth Advisor® (CPWA®), the Retirement Management Advisor® (RMA®), and the Certified Investment Management Analyst® (CIMA®) credentials — represent powerful bodies of knowledge and symbolize extensive, exceptional professional expertise.
Certified Investment Management Analyst, Certified Private Wealth Advisor, CIMA, CPWA, CE for Financial Advisors, RMA, Retirement Management Advisor, advisor certification, financial advisor certification, financial advisor webinars, financial advisor podcast, continuing education for financial advisors, CFP, certified financial professional, financial advisor conferences, retirement planning certification, retirement manager certification, portfolio manager certification, portfolio manager, and portfolio managers
Investments & Wealth Institute is the home of CIMA, CPWA, and RMA certifications and the premier association for financial advisors and wealth management professionals
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