Investments & Wealth Institute

Investments & Wealth Institute Investments & Wealth Institute delivers CIMA®️, CPWA®️ & RMA®️ certifications, events and education.

The Investments & Wealth Institute is a professional association, advanced education provider, and standards body for financial advisors, investment consultants, and wealth managers who embrace excellence and ethics. Through our events, continuing education courses, and acclaimed certifications—Certified Investment Management Analyst® (CIMA®), Certified Private Wealth Advisor® (CPWA®), and Retirement Management Advisor® (RMA®)—we deliver rigorous, highly practical education.

06/10/2026

Mark Casady doesn't think AI will replace advisors. But he does think it will expose the ones who aren't ready.

Casady—Co-Founder of Vestigo Ventures and Executive Chair at FMG—joined Sean Walters on the Exceptional Advisor Podcast to talk through where AI is actually headed and what it can't replace.

The full conversation also covers:
→ Why the advisor shortage is more serious than it looks
→ What the next 5–7 years look like for firm leaders
→ Where to focus right now

🎧 Watch the full episode: https://hubs.li/Q04kFpP_0

✨Member Spotlight: Eric Rabbanian, CIMA®, CPWA®, CFP®, MBA, JD Eric Rabbanian brings an uncommon background to financial...
06/10/2026

✨Member Spotlight: Eric Rabbanian, CIMA®, CPWA®, CFP®, MBA, JD

Eric Rabbanian brings an uncommon background to financial advice, including a legal career with a case that made national headlines. Get to know the experiences, values, and dedication to professional growth that define how Eric serves clients in this month's Investments & Wealth Institute Member Spotlight.

Read the Q&A: https://hubs.li/Q04kc60W0

The way advisors earn continuing education is changing fast. Live event CE has dropped from 32% in 2019 to just 11% in 2...
06/04/2026

The way advisors earn continuing education is changing fast. Live event CE has dropped from 32% in 2019 to just 11% in 2024.

In a recent feature from The Daily Upside, Investments & Wealth Institute CEO Sean Walters shares what that shift means for the future of industry conferences and what advisors are actually looking for when they show up in person.

Read More: https://hubs.li/Q04jQxH30

06/01/2026

Don't just take our word for it—hear from someone who's been through the Certified Investment Management Analyst (CIMA®) program at University of Chicago Booth School of Business.

From a curriculum that deepens your core investment management foundation, to a flexible format designed for busy professionals, to the kind of rigorous, hands-on learning that only a world-class institution can provide, this is a program that challenges you to grow and gives you every tool to succeed in delivering exceptional value to sophisticated clients.

The fall 2026 program begins September 9. Enrollment closes August 12.

For information on available scholarships, group discounts, and questions, schedule a call with our enrollment team: https://hubs.li/Q04hWc4k0

Ready to take the next step? Enroll today: https://hubs.li/Q04hWdPT0

Solo or team — it's one of the biggest structural decisions an advisor can make. But how much of the conversation around...
05/29/2026

Solo or team — it's one of the biggest structural decisions an advisor can make.

But how much of the conversation around it is driven by data, and how much is driven by industry narrative?

The latest blog drawing from the Exceptional Advisor podcast with Michael Kitces takes a closer look: https://hubs.li/Q04j6bSq0

Nearly $1.8 million in scholarships. Countless careers transformed. This AAPI Heritage Month, we honor the AAPI leaders ...
05/28/2026

Nearly $1.8 million in scholarships. Countless careers transformed. This AAPI Heritage Month, we honor the AAPI leaders who strengthen our industry and the ones still on their way. Support the next generation of wealth management professionals through the Investments & Wealth Foundation. 🌏 https://hubs.ly/Q04hTGbP0

Registration is now open for the CIMA® Direct program from the Investments & Wealth Institute—100% online, no travel req...
05/27/2026

Registration is now open for the CIMA® Direct program from the Investments & Wealth Institute—100% online, no travel required.

Designed for financial advisors and investment consultants, the program builds advanced investment management expertise to help you better serve affluent and institutional clients. Self-paced coursework leads into a 3-day live online executive education event (November 9–11, 2026).

The application deadline is July 31. Apply by logging in or creating an account: https://hubs.ly/Q04j1nnq0

Questions? Schedule time with an enrollment counselor: https://hubs.ly/Q04j1JwJ0

We're proud to recognize Bing Waldert, Managing Director at Cerulli Associates, and an integral member of the Investment...
05/26/2026

We're proud to recognize Bing Waldert, Managing Director at Cerulli Associates, and an integral member of the Investments & Wealth Institute Board of Directors.

Bing leads Cerulli Associates' U.S. Research Team, overseeing four research practices and a dedicated data team covering the full spectrum of the U.S. asset management, wealth management, and retirement markets. He has authored leading industry reports on the wealth management landscape, high-net-worth segment, annuity market, and retirement trends, delivering insights that shape strategy across the industry.

A trusted voice at the board and C-suite level, Bing is a frequent speaker and industry thought leader for organizations including the Financial Industry Regulatory Authority, Investment Company Institute, Asset Management Association of China, Money Management Institute, and the Institute.

His advisory work spans emerging manager expansion strategies, independent RIAs, retail adoption of alternatives, wealth management technology best practices, multi-family offices, and investment platforms. Bing also has advised multiple private equity firms on acquisitions in the wealth management space.

Please join us in recognizing Bing's leadership and impact on the evolution of our profession.

What separates top wealth advisors from the rest? Often, it's the letters after their name—and the knowledge behind them...
05/26/2026

What separates top wealth advisors from the rest? Often, it's the letters after their name—and the knowledge behind them.

Certified Private Wealth Advisor® (CPWA®) professionals earn an average of $682,827 annually compared to $569,569 for non-certified peers. But it's not just about income. It's about the depth of service you're able to deliver.

73% of CPWA® professionals manage more than 50% of their clients' investable assets and 93.3% rate the certification as highly valuable to their practice.

The CPWA® program through the University of Chicago Booth School of Business gives you a comprehensive, practitioner-led education in advanced wealth strategies in as little as 6 months, in a hybrid format that fits your schedule.

The next Chicago Booth program starts September 8, 2026. Applications close August 25. Scholarships and group discounts are available.

📅 Connect with an Enrollment Counselor to explore your options: https://hubs.li/Q04hKQFQ0

👉 Enroll today by logging in or create an account here: https://hubs.li/Q04hL1Tq0

💛 AAPI Heritage Month is a reminder of the power of representation in financial services. Through the Investments & Weal...
05/21/2026

💛 AAPI Heritage Month is a reminder of the power of representation in financial services. Through the Investments & Wealth Foundation, we're helping underrepresented professionals earn certifications like CIMA®, CPWA®, and RMA® and build lasting careers. Join us in investing in the next generation: https://hubs.li/Q04htzxx0

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