IWI Membership Levels and Benefits: Maximize Your Value
For Investments & Wealth Institute members, Certified Success goes beyond a moment in time. It’s a lifelong pursuit.
Enrich your connection with IWI membership.
Join, Renew, Upgrade
Basic IWI Membership
A 2-year membership is included with any active* IWI certification ($895)
OR any purchase of $395 or more.
Non-certificant and international pricing are available.
Highlights:
Stay digitally connected to the IWI community through our publications, newsletters, blogs, and podcasts—and elevate your practice with the Exceptional Advisor Toolkit.
*Basic membership is complimentary and included for all active IWI certificants with the recertification fee of $895 and for all CIMA®, CPWA®, and RMA® candidates.
Signature IWI Membership
+ $495
for a 2-year membership when added to any active IWI certification ($895) or to the application fee for all CIMA®, CPWA®, and RMA® candidates.
Highlights:
Ten hours of CE from our on-demand library
25% off all live conferences, online courses, and webinars
Print and digital access to award-winning publications and research
Premium listing on InvestmentHelp.org
And more!
Elite IWI Membership
+ $795
for a 2-year membership when added to any active IWI certification ($895) or to the application fee for all CIMA®, CPWA®, and RMA® candidates.
Highlights:
Unlimited access to one-hour CE from our on-demand library
40% off all live conferences, online courses, and webinars
Print and digital access to award-winning publications and research
Premium listing on InvestmentHelp.org
And more!
Full Membership Details
BasicJoin | SignatureJoinUpgrade | EliteJoinUpgrade | |
|---|---|---|---|
| All Members | |||
Digital access to IWI award-winning publications |  |  |  |
All newsletters, blogs, podcasts, and the Exceptional Advisor Toolkit | | | |
| Premium Continuing Education Programs | |||
CE on demand | 10 hours of CE plus 1 hour of Ethics CE | Unlimited access plus 2 hours or Ethics CE and 1 hour or Tax & Regulation | |
Savings on all premier, audit-proof IWI CE (including conferences, courses, and webinars) | 25% off | 40% off | |
$5 CE self-reporting fee waived | | | |
Microcourses | 25% off | Complimentary | |
| Curated Thought Leadership | |||
Access to print versions of:
| Digital only |
Digital and print |
Digital, print, and editor’s choice |
Print subscription to Barron’s magazine | | | |
| Tools and Resources | |||
Premium profile and listing on InvestmentHelp.org | | | |
Complimentary client brochures promoting your IWI certifications | 25 brochures | 50 brochures | |
| Premier Customer Care | |||
Concierge service |
|
+VIP access to speakers, preferred seating at events | |
Welcome gift for new members | | | |
Every Investments & Wealth Institute certification comes with a 2-year Basic membership.
But if you’re like most members, ongoing education and engagement with the IWI community, conferences, and webinars quickly deliver significant value. You’ll look to IWI to help you continually enhance your knowledge, skills, and practical strategies as you serve your clients every day.
For dedicated and passionate advisors like you, the upgrade to Signature or Elite IWI membership is easy to justify.
Upgrade Your IWI MembershipJoin, Renew or Upgrade IWI Membership: 3 Steps
Joining, renewing, and upgrading your IWI membership is easy!
Create or log in to your Investments & Wealth Institute member account.
From the My Institute box, select Join, Renew, or Upgrade.
Select your membership level and click Join.
That’s it! Your membership will be confirmed by email.
Have Questions About Membership?
We’re here to help. Feel free to browse our membership FAQ or connect with member support.
