The skills needed to compete in today’s business climate are changing

The Institute provides the tools and resources you need to build & retain your business

Taking your business to the next level requires a different skillset than you have today

Get the strategies you need from our Top-10 business schools and Ivy League partners. Earn an advanced certification in retirement, wealth management or investments today.

Lead at a Higher Level

Staying connected and surrounding yourself around elite thought-leaders is an industry gamechanger

Gain access to the latest strategies, advice, and techniques you need to remain plugged in. 

Attend one of our Events Today

No matter where you are in your educational journey, the Institute is here for you.

We offer advanced certifications, premier conferences & courses, and relevant & timely webinars and podcasts to fit your learning style needs.

Accelerate your network, client base, and career


About CIMA

Elite, Top-Level Advisors
Higher AUM
More Confidence
Greater Earnings

What is CIMA certification?

CIMA certification is the peak international, technical portfolio construction certification program designed for investment consultants, researchers, advisors and wealth management professionals.

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About CPWA

Specialized Knowledge
Greater AUM
Wealth Advisors
Higher Revenue
HNW Client Expertise

What is CPWA certification?

CPWA is a certification program for financial planners and advisors who work with high-net-worth clients on the life-cycle of wealth: accumulation, preservation, and distribution.

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About RMA

Expert instruction
Specialized Knowledge
Retirement Expertise
More confidence

What is RMA certification?

Most executive educational programs around retirement focus on helping you construct future retirement plans for your clients but lack any focus on helping those already in retirement. Our Retirement Management Advisor® program focuses on both, but, it takes it a step further and a lot deeper.

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Beyond Certifications

The Institute believes that for exceptional advisors, education never stops. With live, online, and numerous publications, we offer options for every learning style.


Online Education


Why Become a Member?

Membership is an invitation to excel in a highly challenging profession. Our advanced education and certifications enable you to give your clients the highest-quality advice and service.

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Consider supporting the Institute through one of our partner programs or by sponsoring or exhibiting at one of our many events. With your help, we can continue to raise the knowledge bar for our entire industry. 

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