Case studies ABOUT THE CLIENT BUSINESS NEED INSIGHT AND IMPACT Investments and Wealth Institute (IWI) is a professional association, advanced education provider, and standards body for financial advisors, investment consultants, and wealth managers who embrace excellence and ethics. Certifications include CIMA®, CPWA®, and RMA®. The Institute offers high level education and the practical skills advisors need to successfully assist their clients. IWI’s Annual Conference Experience (ACE) is a highly regarded conference for advanced financial advisors. ACE averages 1400-1600 attendees and provides an opportunity to earn 20 Continuing Education credits, half the required CEs for certification renewal. When considering ACE speakers, IWI looks for professionals offering academic know

Join for free to read