IWI Publications

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Founded in 1985, Investments & Wealth Institute® is the premier professional membership association, education provider, and credentialing body for financial service professionals and advisors serving high-net-worth clients. Through its award-winning events, publications, courses, and acclaimed certifications—Certified Investment Management Analyst® (CIMA®), Certified Private Wealth Advisor® (CPWA®), and Retirement Management Advisor® (RMA®)—the Institute delivers Ivy League-quality, highly practical education to more than 30,000 practitioners annually in over 40 countries. The Institute’s dynamic community includes some of the industry’s most successful investment consultants, advanced financial planners, and institutional asset managers, all committed to excellence, ethics, and continuous professional growth. Investments & Wealth Institute publications feature industry research and articles that provide education, insight, explanation, and coverage of key issues including the latest in investment, private wealth, retirement planning, legislative and regulatory, and business development topics.



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