Approximately half serve at major national and regional brokerage firms; about a quarter of IWI members work independently.
This conference is the largest association gathering of investment advisors and private wealth management professionals in the country.
[10] Candidates choosing an online education model enroll in the program at The Yale School of Management[11][12] IWI also offers the Certified Private Wealth Advisor credential designed for advisors and wealth managers who specialize in counseling high-net-worth clients.
The certification reinforces advanced expertise in the life cycle of wealth: accumulating, preserving and protecting, and distributing.
[13] The registered education provider for the traditional in-class program for CPWA certification is The University of Chicago Booth School of Business.