Investments & Wealth Institute

Claim Listing

2 Courses Offered

Contact the Institutes

Fill this form

Advertisement

Closed On: Public Holidays Only
Opening Hours:

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®), Certified Private Wealth Advisor® (CPWA®), and Retirement Management Advisor® (RMA®)—we deliver rigorous, highly practical education.

And because we also understand the challenges advisors face day-to-day, we give them the practical tools and strategies they can use to put that hard-earned knowledge to work in the real world, to add measurable value to their personal practices and firms, and make a real difference for their investment and wealth management clients. 

  • Denver Branch

    5619 DTC Pkwy, Ste 600, Greenwood Village, Denver

Courses offered by Investments & Wealth Institute

 Logo

Taxation of Cryptocurrency and Digital Assets (Part 2)

This microcourse provides a comprehensive review of how digital assets are taxed using practical knowledge in an easy to follow and useful framework.

by Investments & Wealth Institute
  • Price
  • Start Date
  • Duration
 Logo

Certified Investment Management Analyst (CIMA®) Certification

Envision something more challenging and rewarding for yourself. Dream bigger. Dream higher, or simply pivot toward something that is more satisfying. The CIMA® certification is going to help you catapult your career and your practice.

by Investments & Wealth Institute

© 2024 coursetakers.com All Rights Reserved. Terms and Conditions of use | Privacy Policy