Investments and Wealth Institute

The Investment and Wealth Institute is a nonprofit association. It provides education, investment consultants, financial advisors, and wealth managers who are excellent in particular fields and ethics.

Company details:

• Founded year: 1985
• CEO: Sean Walters
• Managing Director: April Ferrell
• Managing Director: Rob Frankel

Key features:

• The association is a premier source of wealth, investment planning, and retirement advising news, podcasts, certification, and many more.
• The Investment Wealth Institute has more than 9000 individual members.
• It offers two main certifications: The certified investment management analyst and private wealth advisor, the American Standards Institute accredits this certification under an international personnel certification standard.
• The organisation offers industry insights, including tax strategies for business sales and 2023 investor research.