Entity
  • Investments & Wealth Institute

    Created in 1985
  • BETA

    Up & running (A)
    Existing signals show a regular activity
  • Social networks

    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

    3
    1 2
  • Added in Motherbase

    5 years, 9 months ago
Description
  • Value proposition

    The 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: Financial Advisor Certification

    Investments & Wealth Institute is the home of CIMA, CPWA, and RMA certifications and the premier association for financial advisors and wealth management professionals

  • https://investmentsandwealth.org/
Corporate interactions BETA
Corporate TypeTweets Articles
IBM
IBM
IT services, IT Services and IT Consulting
IBM
IT services, IT Services and IT Consulting
Other

20 Dec 2019


Nasdaq
Nasdaq
Finance, Financial Services
Nasdaq
Finance, Financial Services
Other

12 Feb 2019


Allianz X
Allianz X
Insurance, Venture Capital and Private Equity Principals
Allianz X
Insurance, Venture Capital and Private Equity Principals
Other

2 Mar 2021


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