Recent Posts

Exciting News! Investments & Wealth Institute Expands Its CIMA® Certification Reach!

Posted by Admin on Apr 11, 2023 3:31:13 PM

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.

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Topics: investments, financial advisors, CIMA, Canada, Australia, Africa

We asked ChatGPT: Which Retirement Certification is right for you? Here's the answer.

Posted by Admin on Apr 7, 2023 11:06:33 AM

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.

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Topics: investments, wealth, retirement, retire, financial advisors, RMA

New Bill Would Expand 529 Savings Accounts to Cover Professional Certification

Posted by Admin on Dec 23, 2019 8:50:39 AM

Previously posted on: December 13, 2019

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Topics: investments, economy

Robert Frankel

Posted by Admin on Nov 22, 2019 2:09:48 PM
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Join the Institute in Chicago for the Wealth Advisor Forum, Oct. 8–9 in Chicago

Posted by Admin on Sep 17, 2018 6:00:00 PM
As a wealth management professional you know the more money a client has, the more work it takes to maintain, preserve or grow those assets. High-net-worth (HNW) clients have unique needs and goals. Advisors with the advanced expertise and knowledge can add significant value for these HNW clients by addressing their particular needs. The upcoming Investments & Wealth Institute ® Wealth Advisor Forum, Oct. 8–9, 2018 in Chicago is designed to provide insight, effective strategies, and...
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How to Better Serve the Non-Profit Sector – New Course Available

Posted by Admin on Sep 10, 2018 6:00:00 PM
Since the advent of the internet, the world has seen a rise in organized philanthropy, on local, international and digital levels. This rise in philanthropic giving can be attributed to a variety of factors from social media and globalization, to ease of giving (through digital platforms), increased global wealth, and heightened awareness and visibility among many others. Giving USA Foundation reported that in 2017, the total giving to charitable organizations in the United States was over...
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Welcome to The Institute Blog:  Investment Sense - Advanced analysis for today’s savvy advisors

Investment Sense provides expert thinking on the relevant topics that impact your business along with  updates from the Institute that will keep you up to speed on important happenings at your professional association. Industry experts—practitioners, academics and economists—will provide the latest thinking on today’s important topics, and you’ll hear from Institute volunteers and staff on association news that impacts your membership and certification.   


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Recent Posts

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