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2017 Video Library Archive

2017


Exceptional Advisor - Short Version

The Investments & Wealth Institute is a professional association, advanced education provider, and standards body for financial advisors, investment consultants, and wealth managers who embrace excellence and ethics. Through our events, continuing education courses, and acclaimed certifications—Certified Investment Management Analyst® (CIMA®) and Certified Private Wealth Advisor® (CPWA®)—we deliver rigorous, highly practical education.
 

Why Learn Through the Investments & Wealth Institute?

Investments & Wealth Institute professionals answer your questions about why you should learn through the Institute.


Fundamentals of Exchange-listed Options - Introduction with Devin Ekberg, CFA®, CPWA®

Hear Devin Ekberg, CFA®, CPWA®, managing director of education at the Investments & Wealth Institute, explain how the Fundamentals of Exchange-listed Options program can provide valuable options education through easy-to-understand examples and demonstrations and ongoing high-level support.


Investments & Wealth Institute's - Why Earn a CPWA?

Institute professionals share the benefits of investment industry professionals earning a CPWA credential.
 


Investments & Wealth Institute's Membership

The Investments & Wealth Institute is a professional association, advanced education provider, and standards body for financial advisors, investment consultants, and wealth managers who embrace excellence and ethics.
 


Exceptional Advisor

The Investments & Wealth Institute is a professional association, advanced education provider, and standards body for financial advisors, investment consultants, and wealth managers who embrace excellence and ethics.
 


CIMA DOL Fiduciary Rule

IMCA's Education Director, Devin Ekberg, CFA(R), explains how the CIMA certification already adheres to the DOL Fiduciary Rule. Learn why you should become CIMA certified today.