🔎 New Visual Insights Topic Now Available!. This visual insight highlights how the newly proposed "Trump Accounts" intend to work and operate starting July 4, 2026. Preview here our Visual Insights here:

⏰ Only Three Days Left! Secure Your Spot in Our Upcoming CPWA® Accelerate Program!. Build your high-net-worth (HNW) expertise with the Certified Private Wealth Advisor® (CPWA®) designation. Enroll Today! #CPWA #WealthManagement

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The Investments & Wealth Institute was recently featured in Wealth Solutions Report’s Guide to Industry Conferences: Asset Management, highlighting our upcoming Strategy Forum (Nov. 17–18, NYC). Read more: . #StrategyForum2025 #PortfolioConstruction

At Strategy Forum 2025, the conversation goes beyond the stage this year with our NEW Peer-to-Peer Learning Experiences — interactive workshop and panel discussions shaped by trending high-net-worth (HNW) planning topics. Register now: #StrategyForum2025

You have your CFP® certification. So, what’s next?. Download the ebook now: #FinancialAdvisors #CFPProfessionals

It’s Not Too Late to Enroll in CPWA Accelerate!. Ready to stand out as your firm’s go-to expert on private wealth management? Become a Certified Private Wealth Advisor (CPWA®) by December in our limited-time program!. Enroll Now: #CPWA #WealthManagement

💻 Webinar tomorrow! Join Theresa Granlinski and Leda Zukowski of New York Life Investments as they dive into five behavioral attributes that define high-growth teams. Register Today!

Retirement Management Essentials is now available. This 15-hour program equips financial professionals with the tools to meet the demands of today’s evolving retirement landscape. ➡️ Members: Log in and start learning today:. #RetirementPlanning

⏳ Deadline Extended —Secure Your Spot for the Certified Investment Management Analyst® (CIMA®) Program at the Chicago Booth School of Business!. 👉 Apply here: #CIMA #InvestmentManagement #ChicagoBooth #ProfessionalDevelopment

🎊Celebrating 40 Years of the Institute. Jamie Lewis is more than our Director of Technology — she’s been a key contributor in shaping the Institute’s technology strategy, improving member engagement, and fostering a more collaborative and connected environment for staff.

✨Can’t-Miss Insights, Connections, & NYC Energy: What’s Ahead at Strategy Forum 2025?. Register now and join us from November 17-18 at the New York Marriott Marquis — Save $200 today with early bird pricing. #StrategyForum2025 #InvestmentManagement

Meet Christopher Davis, CIMA®, CFP®, a proud member of the Investments & Wealth Institute since 1992—and this month’s member spotlight!. We’re grateful for Christopher’s dedication to the Institute!

Fast track your way to earning the Certified Private Wealth Advisor (CPWA®) certification before year end! Enjoy our limited-time, flexible learning experience with our online self-study course, crafted to fit your busy schedule. Enroll Now! #CPWA

🚀 Stay Informed. Stay Ahead. Get the Insider—the flagship weekly e-newsletter from the Investments & Wealth Institute—delivered straight to your inbox. Don’t just keep up—get ahead. Subscribe today and empower your professional growth.

Join us tomorrow to learn how you can achieve your CPWA designation before the end of the year! . This unique program lets you complete the certification program in just three months!. 👉 Register today! #CPWA #CPWAAccelerate

🎓 Advance Your Practice with the Certified Investment Management Analyst® (CIMA®) Designation—Enroll by August 18!. The next class kicks off September 10 – December 17, 2025. Apply here #CIMA #InvestmentManagement

📩The New August Membership Newsletter is Here! . Institute members, check your inboxes. The August edition of our membership newsletter is packed with valuable insights you won’t want to miss. Don’t miss out—look for the latest edition inside your inbox now!

Our latest visual insight topic, “How 401(k) Matches and the 401(k) True-Up Work”, is now available in your Academy dashboards! . 👉 Not a member, but want to see what the series is about? Preview here:

Join us for a 30-minute webinar to learn how you can deepen your expertise in advanced wealth management and stand out in the industry as a subject matter expert among high-net-worth and ultra-high-net-worth clients. Register today! #WealthManagement

💻 If you've been thinking about leveling up your client base, now is the time. In tomorrow’s webinar, Chris Smith shares a proven roadmap for attracting and retaining high and ultra-high net worth clients. Register today: #FinancialAdvisors