Investments & Wealth Institute

Discover how you can earn the Certified Investment Management Analyst (CIMA®) designation in as little as six months through the University of Chicago Booth School of Business. Register Today: hubs.li/Q047xY8w0 #CIMA #InvestmentManagement

This Women’s History Month, we’re spotlighting professionals like Desiree Maldonado, the first Certified Private Wealth Advisor® (CPWA®) certificant in Puerto Rico, who is working to expand opportunity in wealth management. To donate: hubs.li/Q047xLWn0 #WomensHistoryMonth

In our latest Exceptional Advisor Podcast episode, Libet joins Sean Walters to discuss how the profession is evolving as artificial intelligence advances and fiduciary expectations continue to rise. Watch the full episode: hubs.li/Q047xJ1G0 #FinancialAdvisors

Join us for a short 30-minute introductory webinar to learn how the CPWA® designation can help you deepen your expertise in advanced wealth management. Register Today hubs.li/Q047xTJs0 #CPWA #WealthManagement #ProfessionalDevelopment

Join our upcoming Retirement Management Advisor® (RMA®) certification introductory webinar to learn how this designation can enhance your retirement income planning expertise. Register Today! hubs.li/Q047l0270 #RMA #RetirementManagement #ProfessionalDevelopment

This interactive quiz helps identify whether you’re ready to pursue the CIMA®, CPWA®, or RMA® certification — or if an Essentials course is the better place to begin. Take the assessment today: hubs.li/Q0477CDs0 #CIMA #CPWA #RMA #ProfessionalGrowth

🚨 Today is your final opportunity to save $200 on Investments & Wealth Experience in Fort Lauderdale, Florida with early bird pricing! Prices increase tomorrow—reserve your seat today: hubs.li/Q0477lg30 Phone registration is also available: 303-770-3377 #Experience2026

Our Spring Collaboration Week brought our remote Investments & Wealth Institute team together for a week of connection, collaboration, and culture. It was a great opportunity to reconnect as a team and align around the work we do to support the financial advisor community.

Don’t miss the chance to earn your CIMA® certification this summer. 📅 Program Dates: May 6 – August 19, 2026 ⏰ Enrollment closes: April 15 (space is limited) Enroll today: hubs.li/Q046Wnd20 Questions? Schedule a call here: hubs.li/Q046WqxH0 #CIMA

The Investments & Wealth Foundation is thrilled to announce the launch of the Karen Lee Richards Advancing Women in Finance Scholarship — a five-year, $80,000 commitment to expanding access to professional certifications. Donate: hubs.li/Q046JTn90 #WomensHistoryMonth

At Investments & Wealth Experience, Annalee Krueger will present, “Addressing the Human Side of Financial Planning,” sharing practical ways advisors can integrate aging and caregiving considerations. Register today: hubs.ly/Q046xwrd0 #FinancialPlanning

Join our upcoming intro to the Certified Investment Management Analyst® (CIMA®) can help you build a more successful practice by integrating practical client engagement skills with advanced investment knowledge. Register Now: hubs.ly/Q046xqYT0 #CIMA #InvestmentManagement

🖥️ WEBINAR TOMORROW! Key Trends Shaping Infrastructure 👉 Register Today! hubs.li/Q046m_-90 Sponsored by Macquarie #Infrastructure #PrivateMarkets

Early bird savings for Investments & Wealth Experience in Fort Lauderdale, Florida, expire next week! If you're planning to attend, now is the time to secure your seat and lock in the lowest available rates. Reserve your seat: hubs.ly/Q046bk8c0 #Experience2026

Professional growth matters. During Women’s History Month, we recognize leaders like Betsy Piper/Bach JD, CFP®, CIMA® CTFA, who understand that advancing the profession starts with expanding educational access. Donate now: hubs.li/Q045SXNn0 #WomensHistoryMonth #GiveBack

For deeper insight into the forces shaping portfolios—and what they mean for advisors—join Todd April 20–21 in Fort Lauderdale, Florida. Early bird registration closes March 17: hubs.li/Q045K8Hn0 #Experience2026 #WealthManagement #FinancialAdvisors #PortfolioStrategy

Join Carl Richards at the Investments & Wealth Experience keynote presentation, “Your Money: Reimagining Wealth Through Simple Sketches,” to gain practical tools for simplifying complex conversations. Register now: hubs.li/Q045yHgq0 #Experience2026

✨ Member Spotlight: Elaina Spilove, CIMA®, AIF® From mastering complex material through the CIMA® certification to building a trusted professional network, her journey reflects the impact of lifelong education. hubs.li/Q045yL1C0

Build Connections That Drive Your Growth This is networking intentionally designed for advanced wealth management professionals. Register today to secure your seat at Experience 2026, April 20-21: hubs.li/Q045nK9w0 #Experience2026

Registration is now open for the upcoming University of Chicago Booth School of Business class to earn your Retirement Management Advisor® (RMA®) certification. Enroll today by logging in or creating an account here: hubs.li/Q045cjGH0 #RMA