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2023 Wealth Advisor Forum - Investments & Wealth Institute

Why Attend

About the Institute

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.

About the Event

Private wealth clients have unique needs, and advisors with advanced expertise and knowledge can add significant value for these clients by addressing those needs competently. The Wealth Advisor Forum is designed to provide insight, effective strategies, and real-world tools to help financial professionals distinguish themselves among those that serve high-net-worth (HNW) and ultra-high-net-worth (UHNW) clients. This event features the right mix of up-to-date academic, practitioner, and industry expertise that you won’t want to miss.

Key Objectives

Advisors can add significant value by aligning their services with the unique needs of HNW clients
HNW clients require a more sophisticated approach to investment and wealth management, which can present opportunities for advisors to distinguish themselves
Cutting out the noise for clients from the political news cycle is critical for the pursuit of their financial goals
Learn how to attract the right type clients so you can grow your business the right way

Certified Investment Management Analyst (CIMA)
CIMA is an advanced professional certification for financial advisors and investment consultants that provides sophisticated investment knowledge, along with the practical tools to meet the real-world needs of individual and institutional investors. Learn more...

Certified Private Wealth Advisor (CPWA)
CPWA is an advanced professional certification for advisors who provide the breadth of specialized skills required to meet the needs of sophisticated high-net-worth clients. Learn more...

Retirement Management Advisor (RMA)
RMA is an advanced certificate program and pathway to certification that focuses on building custom retirement income plans to mitigate clients' risks and to master the retirement planning advisor process, all within an increasingly regulatory environment. Learn more...

2019 Wealth Advisor Forum
Private wealth clients have unique needs, and advisors with advanced expertise and knowledge can add significant value for these clients by addressing those needs competently.

The Wealth Advisor Forum is designed to provide insight, effective strategies, and real-world tools to help financial professionals distinguish themselves among those that serve high-net-worth (HNW) and ultra-high-net-worth (UHNW) clients.

This event features the right mix of up-to-date academic, practitioner, and industry expertise that you won’t want to miss.

Source : Event Website

Source : Event Website

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Future and Past Event Dates

Event Name City State Atendance Exhibitors Date
2024 Wealth Advisor Forum - Investments & Wealth Institute Scottsdale Arizona - - Apr 07, 2024
2023 Wealth Advisor Forum - Investments & Wealth Institute New York City New York - Estimated
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Nov 28, 2023
2023 Wealth Advisor Forum - Investments & Wealth Institute Scottsdale Arizona Estimated
estimated
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Feb 05, 2023
2022 Wealth Advisor Forum - Investments & Wealth Institute Hollywood Florida verified
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Jan 31, 2022
2021 Wealth Advisor Forum - Investments & Wealth Institute Chicago Illinois verified
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Sep 13, 2021
2020 Wealth Advisor Forum - Investments & Wealth Institute Chicago Illinois verified
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Oct 19, 2020
2019 Wealth Advisor Forum - Investments & Wealth Institute Scottsdale Arizona verified
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Oct 21, 2019

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