The Investment and Wealth Institute is a nonprofit association. It provides education, investment consultants, financial advisors, and wealth managers who are excellent in particular fields and ethics.
Company details
- Founded year: 1985
- CEO: Sean Walters
- Managing Director: April Ferrell
- Managing Director: Rob Frankel
Key features
The association is a premier source of wealth, investment planning, and retirement advising news, podcasts, certification, and many more.
The Investment Wealth Institute has more than 9000 individual members.
It offers two main certifications: The certified investment management analyst and private wealth advisor, the American Standards Institute accredits this certification under an international personnel certification standard.
The organisation offers industry insights, including tax strategies for business sales and 2023 investor research.