The Investments & Wealth Institute is a premier professional membership association and the leading credentialing body for wealth management certifications in the United States and beyond. We are dedicated to serving the educational and professional development needs of the financial advice industry’s most advanced practitioners, especially those focused on the high and ultra-high-net-worth ecosystems. Members of the Institute include the world’s most successful wealth managers and advisors, RIA teams and ensemble practices, and enterprise-level decision makers in the financial advice industry. In addition to our award-winning publications, we offer a powerful suite of continuing educational (CE) programs and products, including our comprehensive online Academy, personalized private classes, live seminars, and national conferences. Our three professional certification programs — the Certified Private Wealth Advisor® (CPWA®), the Retirement Management Advisor® (RMA®), and the Certified Investment Management Analyst® (CIMA®) credentials — represent powerful bodies of knowledge and symbolize extensive, exceptional professional expertise.
View Top Employees from Investments & Wealth InstituteWebsite | http://www.investmentsandwealth.org |
Revenue | $12 million |
Employees | 133 (133 on RocketReach) |
Founded | 1985 |
Address | 5619 DTC Parkway Suite 600, Greenwood Village, Colorado 80111, US |
Phone | (303) 770-3377 |
Fax | (303) 770-1812 |
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Industry | Financial Services, Finance General, Finance |
Web Rank | 4 Million |
Competitors | FEG Investment Advisors, IARFC Register, National Board for Certification in Occupational Therapy (NBCOT), PATCA - Professional and Technical Consultants Association, The ICOR |
SIC | SIC Code 87 Companies, SIC Code 873 Companies |
NAICS | NAICS Code 541 Companies, NAICS Code 54 Companies, NAICS Code 5417 Companies, NAICS Code 541720 Companies, NAICS Code 54172 Companies |
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The Investments & Wealth Institute annual revenue was $12 million in 2024.
Cindy Chaifetz is the CMO of Investments & Wealth Institute.
133 people are employed at Investments & Wealth Institute.
Investments & Wealth Institute is based in Greenwood Village, Colorado.
The NAICS codes for Investments & Wealth Institute are [541, 54, 5417, 541720, 54172].
The SIC codes for Investments & Wealth Institute are [87, 873].