Investments & Wealth Institute

We're proud to recognize Bing Waldert, Managing Director at Cerulli Associates, and an integral member of the Investments & Wealth Institute Board of Directors. Please join us in recognizing Bing's leadership and impact on the evolution of our profession.

The next Chicago Booth CPWA program starts Sept. 8, 2026. Applications close Aug. 25. Scholarships and group discounts are available. Connect with an Enrollment Counselor to learn more: hubs.li/Q04hK_c30 Enroll today: hubs.li/Q04hLnF-0

💛 AAPI Heritage Month is a reminder of the power of representation in financial services. Through the Investments & Wealth Foundation, we're helping underrepresented professionals earn advanced certifications and build lasting careers. Donate today: hubs.li/Q04htLqR0

Consumer willingness to pay for financial advice is at an all-time high. Michael Kitces has a theory on why, and it has nothing to do with markets. He unpacks it in our Exceptional Advisor Podcast. Watch the clip, then listen to the full episode: hubs.li/Q04hhZcp0

Tomorrow, May 21, is your last chance to join us for “The Demographic Transformation of Wealth.” Stay ahead of where wealth is headed and earn 1 free CE credit hour. Register now: hubs.li/Q04hhSw80 #WealthManagement #FinancialAdvisors #CECredit

We're excited to introduce Jean Fidone-Schroer, Director of National Accounts at Focus Distribution, as a new member of the Investments & Wealth Institute Board of Directors. Please join us in celebrating Jean's leadership and service to the profession. #Leadership

Meet Frances Pascua, Resident Director and Wealth Management Advisor at Merrill Lynch Wealth Management, and a newly elected member of the Investments & Wealth Institute Board of Directors. We're proud to have Frances’ voice and vision represented on our Board. #Leadership

Utopian or dystopian? That's the question Michael Kitces was asked about the future of financial advice on the latest episode of the Exceptional Advisor Podcast. Watch the clip, then hear the full conversation with host Sean Walters: hubs.li/Q04gg4JL0

✨ Meet Sam Lee, founder of Intrinsic Wealth Management. This AAPI Heritage Month, Sam shares his journey from first-generation Korean American to independent financial advisor. Read the full Q&A in our Scholarship Spotlight page: hubs.li/Q04fQ2BV0 #AAPIHeritageMonth

Tomorrow: CIMA® Intro Webinar—last chance to register. 📅 May 7 | 11 AM ET 👉 Attend live for an exclusive, attendees-only offer. Register now: hubs.li/Q04fDGCn0 #CIMA #InvestmentManagement #ProfessionalDevelopment #YaleSOM

✨ Member Spotlight: Glen Titan, CIMA® Glen Titan, Financial Advisor with UBS Financial Services, looks back on the moments and milestones that shaped his journey with the Investments & Wealth Institute. Read the full Q&A and get to know Glen:hubs.li/Q04fCFrk0

Our latest topic, “Planning Opportunities with Section 1202 Qualified Small Business Stock (QSBS)”, is now available in your Academy dashboards! ➡️ Not a member, but want to see what the series is about? Preview here: hubs.li/Q04fkTlf0

Our Certified Investment Management Analyst ® (CIMA®) Introductory Webinar is next week. Join us to explore how this credential—rated highly valuable by 95.4% of certified professionals—can transform your practice. May 7 | 11 AM ET Register today: hubs.li/Q04f0jD80 #CIMA

Herman Brodie unpacks the science behind why our attention naturally drifts toward noise and volatility, and what advisors can do about it. ▶️ Catch the full Exceptional Advisor Podcast episode to go deeper: hubs.li/Q04d-LlB0 #FinancialAdvisors #TrustBuilding

Today we're recognizing Avi Sharon, Managing Director at Golub Capital and a new member of the Investments & Wealth Institute Board of Directors. We're excited to have Avi’s leadership and vision represented on our Board. #Leadership #CertifiedSuccess #ProfessionalDevelopment

Webinar Tomorrow! 7 Essential Data Points for Growth in Your Practice 📅 April 30 - 12:30PM - 1:30PM ET 👉 Register Today! hubs.li/Q04dVdgf0 #FinancialAdvisors #WealthManagement #PracticeManagement

🚀 Keep up with the Insider. Subscribe today and empower your professional growth. hubs.li/Q04dydjD0

The CPWA® Direct program offered by the Investments & Wealth Institute is now open for registration—giving you the opportunity to earn the Certified Private Wealth Advisor (CPWA®) designation entirely online by year’s end. Enroll by August 31: hubs.li/Q04dcg9n0 #CPWA

Most advisors have it backwards. We broke down the two-part trust framework and what it takes to win client confidence that holds up even when markets don't: hubs.li/Q04dcbmf0 #FinancialAdvisors

#Experience2026 in Fort Lauderdale has come to a close! Couldn't make it to Florida, plan to join us at our next Experience event later this year: 🗓️ November 16-17, 2026 | Grand Hyatt Scottsdale Resort Registration is open! hubs.ly/Q04c-z990 #Experience2026