Investments & Wealth Institute

🎓 Advance your expertise in wealth management to better serve your HNW and UHNW clientele — without disrupting your career. The University of Chicago Booth’s upcoming CPWA® program features a flexible, hybrid format designed for busy financial professionals. ✅ Program Dates: January 8 – June 25, 2026 ✅ Format: Hybrid, six months of online self-study + 3.5 days of in-person executive education ✅ Enrollment closes December 31 - space is limited! ✅ Take the next step in your career today: Enroll Now

🎓 Your Next Step Toward the Certified Private Wealth Advisor® (CPWA®) Certification Starts Now – Enroll with The University of Chicago Booth School of Business by December 31! Through Chicago Booth’s six-month hybrid program, you’ll gain advanced wealth management strategies, giving you the tools you need to deliver exceptional value to your HNW and UHNW client relationships. ✅ Online self-study, designed for busy professionals followed by a 3.5-day in-person executive education event in Chicago ✅ Learn sophisticated wealth strategies, behavioral finance, legacy planning & more ✅ Gain insights from distinguished faculty and experienced industry professionals ✅ Earn your designation from the prestigious Chicago Booth School of Business 📅 Program Dates: January 8 – June 25, 2026.

Advance your expertise in retirement income planning without disrupting your career. Our upcoming RMA® program features a flexible, 100% live online format designed for busy financial professionals. 📅 Program Dates: January 6 – March 31, 2026 ✅ 100% Online: Learn from anywhere — no travel required 🏙️ Weekly live webinars: Hear from industry leaders on how they incorporate RMA curriculum into their practice. 📌 Enrollment closes December 15 — space is limited! 👉 Apply Now to reserve your spot and take the next step in your career. ❓ Questions? Schedule a call with our Enrollment Counselors for personalized guidance.

🌟 Earn Your Retirement Management Advisor® (RMA®) Certification in Just 12 Weeks – and 100% Online – with the Investments & Wealth Institute. Enroll by December 15! The RMA® certification is more than just letters after your name, it’s the key to unlocking: 📊 Expertise in retirement income planning 💡 Confidence to solve complex client challenges 🏆 Credibility that differentiates you in a competitive field 📆 Key Dates: Enrollment Deadline: December 15 Self-Study Period: January 6 – March 29, 2026 Live Online Capstone: March 30–31, 2026 👉 Enroll Today and take the next step in your career. ❓ Questions? Schedule a call with our Enrollment Counselors for personalized guidance.

🎓 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 and stand out in the industry as a subject matter expert among HNW/UHNW clients. 👉 December 3 | 11am EST ✅ Learn about the CPWA® curriculum and its unique focus on high-net-worth (HNW) and ultra-high-net-worth (UHNW) clients ✅ Hear how you can earn the CPWA® designation in a format that best suits your learning style with flexible course options and prestigious business school partnerships ✅ Understand the certification process and requirements ✅ Get answers to your questions in a Q&A session with our experts

Mark your calendars! Join us for a short introductory webinar on the benefits of earning the Certified Private Wealth Advisor (CPWA®) certification, hosted by the Investments & Wealth Institute. In this 30-minute event, hear from our experts as they discuss how the CPWA® designation will help you deepen your expertise in advanced wealth management and stand out in the industry as a subject matter expert among high-net-worth clients. The CPWA® certification program offers flexibility based on your preferred learning style and gives you the opportunity to partner with prestigious business schools to earn your designation! 📆 December 3 | 11am EST ✅ Learn about the CPWA® curriculum and its unique focus on high-net-worth (HNW) and ultra-high-net-worth (UHNW) clients ✅ Hear how you can earn the CPWA® designation in a format that best suits your learning style with flexible course options and prestigious business school partnerships ✅ Understand the certification process and requirements ✅ Get answers to your questions in a Q&A session with our experts