InvestmentSense

We are thrilled to share with you some exciting news! Investments and Wealth Institute is expanding the global footprint of the CIMA®  certification, now to include Africa! Read the press release here! Currently active in Australia and Canada, we are excited to be expanding the program to reach more professionals internationally.

We asked ChatGPT: Which Retirement Certification is right for you?Here's the answer.It is difficult to definitively say that one retirement certification is 'better' than the other. The two top designations are the Retirement Income Certified Professional (RICP®) and the Retirement Management Advisor (RMA®). In terms of the areas of Focus, Content, Requirements, and Credibility they each have their differences which may make one more suitable for a particular individual or situation.

So, you have arrived at the conclusion that Investments and Wealth Institute’s ACE Academy 2023 in San Diego might be an event you don’t want to miss. But you find yourself asking, who’s going to be there and is it worth it for me to attend?Bold statement here, but it’s ABSOLUTELY worth it!

SEC Sheds Share-Class Scrutiny, Shifts Focus to New and Pending Investment Adviser RulesOn February 7, 2023, the SEC’s Division of Examinations released its exam priorities for the year. Given the ever-growing number of priorities announced annually, this time the SEC has organized its top priorities into “Notable New and Significant Focus Areas” in addition to other areas of interest.

Investments & Wealth Institute Annual Conference Experience, ACE Academy 2023, is right around the corner. Here's what you can expect from the annual flagship IWI conference. For 2023, we are expecting over 1,200 prestigious financial advisors, like yourself! This financial industry-acclaimed conference is packed with investment and wealth management thought leaders, excellent financial advisor education sessions, and it will include numerous industry experts and innovators. Plus, you'll get to...

Like the namesake of my hometown in Arizona, the conference-planning industry is still rising from the ashes of the pandemic. Anyone who has delivered in-person events has been monitoring the evolving trends as to how conferences are delivered during our “new normal.” In the advice industry alone, we’ve seen various innovations, including outdoor expositions, hybrid live and livestream programs, and fully on-demand programs. In-person events range from intimate, invite-only gatherings to...