Investments & Wealth Institute

Established in 1985, Investments & Wealth Institute, formerly IMCA, is a not-for-profit professional association and credentialing organization serving individual members and certificants in 38 countries. Investments & Wealth Institute is an organization of and for advisors, delivering advanced education and credentials to investment and wealth management professionals who serve individual and institutional investors. The Institue’s educational offerings hosted thousands of professionals in 2017. Investments & Wealth Institute programs include certifications, assessment-based certificate programs, conferences, live and online seminars, and membership. The Certified Investment Management Analyst® (CIMA®) certification represents the premier voluntary standard for investment advisors, and is the only finance credential in the U.S. to be accredited under an international standard (ANSI/ISO 17024), assuring the program has met global quality standards for personnel certifications. The Certified Private Wealth Advisor® (CPWA®) certification is for advanced wealth management professionals working with high-net-worth clients on the lifecycle of wealth. The Institute's certifications are offered in partnership with top business schools: The Wharton School at the University of Pennsylvania, The University of Chicago Booth School of Business, the Yale School of Management, and the University of Technology, Sydney.