Strategy Forum 2023 - New York | Investments & Wealth Institute | 28 November 2023 | TBA, New York

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.

And because we also understand the challenges advisors face day-to-day, we give them the practical tools and strategies they can use to put that hard-earned knowledge to work in the real world, to add measurable value to their personal practices and firms, and make a real difference for their investment and wealth management clients.

Succeeding as an advisor today means demonstrating value – both what clients get for their money and why relationships matter. The Institute’s professional designations and educational programs help advisors deliver on that value every day.