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.
External link for Investments & Wealth Institute
5619 DTC Parkway
Suite 600
Greenwood Village, CO 80111, US
Preparing your clients - and your business - for ever-changing economic, geopolitical, and regulatory conditions is fundamental to your success. Register now! ➡️ https://lnkd.in/et7hu9AP
This content isn’t available here
Access this content and more in the LinkedIn app
✨ Become a Certified Private Wealth Advisor® (CPWA®) by December! ✨ The Investments & Wealth Institute is proud to announce the launch of our new 2024 Accelerate CPWA program, offering a unique opportunity to fast-track your Certified Private Wealth Advisor (CPWA) designation in just 3 months, enabling you to earn this prestigious credential before the year-end! Key Program Highlights: 🚀 Fast-track Completion: Earn your CPWA designation in just 3 months. 💻 Online Self-Study: Enjoy a flexible, high-quality online course from anywhere, no travel required. 💡 Top Practitioner Faculty: Learn from industry experts. 💼 Private Wealth Expertise: Strengthen your practice and attract new clientele. Program begins September 4th. Deadline to enroll is September 1st. Visit our website to learn more and enroll today! https://lnkd.in/gx_5-nxd
Looking to elevate your retirement expertise and build upon your professional qualifications? The Retirement Management Advisor® (RMA®) certification will help position you as an expert in retirement planning, enhancing your credibility in a competitive market. We’re hosting an intro webinar so you can learn more about it! 📣 RMA® Intro Webinar 📅 July 17th at 11AM EST 👉 Take Intro Webinar https://lnkd.in/gm2BSu9f #RetirementPlanning #RMACertification #ProfessionalDevelopment #FinancialServices
Mastering the higher-net-worth client landscape takes expertise. Dive into our latest Insider newsletter for the specialized skills and effective segmentation strategies that can serve this audience more effectively. 🌟 Article highlights from this issue: - Bridging the Wealth Management Divide: How Top Advisors Can Gain a Competitive Edge—New research shows a large gap exists between the wealth management services advisors claim to provide and the services clients perceive they’re getting. https://lnkd.in/e-jScTyQ - Client and Advisor Segmentation Strategies—Wealth managers need to understand the range of services required by clients across all wealth tiers, and segmenting internal business lines to serve clients must remain a top priority. https://lnkd.in/eV2rhjSP 👉 If you're not yet subscribed to our newsletters, now is the perfect time! Sign up today for the latest coverage and education around academic, legal and regulatory, business development, investment, retirement, and wealth management topics. https://lnkd.in/eAY86YH6 #InstituteInsider #ContinuingEd #FinancialAdvisors
🌟 Are You Keeping Up to Date on the DOL Fiduciary Rule? 🌟 Washington Insights, one of the Investments & Wealth Institute’s industry-leading monthly publications, can help keep you informed on this critical topic. In May, we provided in-depth coverage of the Department of Labor’s (DOL) final definition of a fiduciary advisor and the exemptions to it. Now, in the recently published "Fiduciary Rule Update: A Major Question Faces the DOL as Wall Street Joins the Insurance Industry’s Legal Fight," author Duane Thompson, AIFA tracks the progression from the finalization and initial approval of the DOL’s rule — to the substantial legal and regulatory challenges it now faces. 👉 Key Highlights: ▶️ Supreme Court's Landmark Decision: The replacement of Chevron deference with the major questions doctrine, reshaping regulatory authority. ▶️ Escalating Legal Battles: Detailed coverage of lawsuits challenging the DOL's revised fiduciary rule, including actions by the Federation of Americans for Consumer Choice and the American Council of Life Insurers. ▶️ Industry Impact: Insights into how these legal disputes could affect financial advisors, wealth managers, and their compliance strategies. The evolving landscape of fiduciary regulation demands that financial professionals stay informed and prepared. Stay ahead of the curve with the Investments & Wealth Institute and gain the knowledge necessary to navigate these changes successfully. #FiduciaryRule #FinancialAdvisors #WealthManagement #RegulatoryUpdates #InvestmentsAndWealthInstitute #WashingtonInsights
Strategy Forum 2024 invites you to adapt your wealth management strategies and grow your business, your skills and your clients’ net worth in 2025. Register now and lock in your spot to learn from these experts at the Strategy Forum: https://lnkd.in/gttYiJVg This comprehensive agenda features innovative perspectives from experts that help you and your clients adapt to: ✓Investing in a changing economy ✓Election year proposals ✓Artificial Intelligence as the force of the future ✓Income strategies as markets break records ✓Digital asset opportunities and risks 📅 Dates: September 30 - October 2, 2024 📍 Location: Chicago, IL 👉 20+ sessions from top-tier executive academics and industry-leading speakers who are at the forefront of investment and wealth management innovation
📈Are you ready to consider blending active and passive strategies in your clients' portfolios? 📈 In the May/June 2024 edition of Investments & Wealth Monitor, author Apurva Schwartz delves into the long-standing — but still vigorous — debate between active and passive investment strategies. Her insightful analysis reveals how these seemingly opposing approaches can coexist and complement one another in modern portfolio management. Key Insights from the Article ⚖️Theoretical Balance: Grossman-Stiglitz Equilibrium — Schwartz argues that the investment world needs both active and passive managers to maintain market efficiency. The Grossman-Stiglitz equilibrium suggests that markets require active management to prevent prices from becoming disconnected from real-world values. 📊Real-World Performance: Active Managers Do Outperform — Contrary to popular belief, many active managers do outperform their passive counterparts. Schwartz cites comprehensive research showing that active managers can add value, especially in volatile or less efficient markets. 📰Cost vs. Benefit: The Real Story — While active management does come with higher fees, Schwartz argues that these costs often reflect the added value active managers provide, such as superior research and market timing. The article emphasizes the importance of a nuanced cost-benefit analysis rather than a simplistic comparison of fees. Could blending active and passive strategies be the key to optimizing your clients' portfolios? Don't miss out on Apurva Schwartz's compelling insights. #InvestmentManagement #WealthManagement #FinancialPlanning #ProfessionalDevelopment #InvestmentsandWealthInstitute #CIMA #CPWA #FinanceLeaders
Introducing Jennifer Mulrooney, CIMA®, CRPS®, AIF® an Institute Member and financial professional whose passion lies with helping organizations prepare their employees for retirement. Working as Vice President, Regional Retirement Consultant at American Century Investments, she is part of the financial professional sales team and has over 25 years of experience in the financial services industry. Jennifer appreciates the wide range of educational resources offered by the Institute that include webinars, conferences, and certifications. She feels these resources play a pivotal role in helping members stay current on industry trends while enhancing their professional knowledge and skills. Some fun facts about Jennifer: ▶️ She is a second-degree black belt ▶️ She is passionate about teaching self-defense classes to women in the financial services industry ▶️ Her favorite book is “The Last Lecture” by Randy Pausch We are grateful to have Jennifer as a member of our community! #retirementplanning #investing #investmentmanagement #CIMAcertification #financialeducation
⬢ Register now! ⬢ https://lnkd.in/gwy-7kYh Join us for an exclusive, powerful learning experience at the Investments and Wealth Institute’s Strategy Forum 2024 "Adaptive Wealth Management: Advanced Strategies for Forward-Thinking Advisors". There are only 300 spots available for this dynamic opportunity to learn the most current investment practices from industry-leading experts! 📅 Dates: September 30 - October 2 📍 Location: Chicago, IL 👉 20+ educational sessions with 30+ expert presenters including University of Chicago Booth School of Business
🚀 What's Next for Fintech? Discover the Future of Tax-Tech! 🚀 Remember that technology isn't just a futuristic concept — it's solving specific problems and improving investor outcomes today. From reducing fees to enabling sophisticated tax strategies, fintech is reshaping the landscape of wealth management. The March/April 2024 issue of Investments & Wealth Monitor features a compelling article by Swati Bairathi on recent advancements in tax-smart technology and its transformative impact on asset management. Highlights from the Article: 🔄 Automated Tax-Loss Harvesting: Learn how technology is revolutionizing tax-efficient investing by eliminating the manual labor involved in traditional methods and creating continuous harvesting opportunities throughout the year. ⏱️ Real-Time Solutions: Explore how direct indexing and automated trading are enabling advisors to provide more personalized, efficient, and impactful client services. 🛠️ Tech-Forward Strategies: Understand how innovative tools are helping advisors differentiate their services, manage risks, and scale their practices by delivering better client outcomes. Read the full article and dive into the details of how you can leverage these advancements to benefit your clients. #WealthManagement #Fintech #TaxTech #AssetManagement #FinancialAdvisors #InvestmentsAndWealthInstitute Doug Eckelkamp