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Investments and Wealth Institute

Accredited by: ANAB

The Investments and Wealth Institute is a professional organization dedicated to advancing the investment and wealth management profession. They provide education, resources, and certification programs for financial professionals, including the Certified Investment Management Analyst (CIMA) and Certified Private Wealth Advisor (CPWA) designations. The Institute aims to enhance the skills and knowledge of practitioners to better serve their clients in the investment and wealth management sectors.

https://investmentsandwealth.org/home

5619 DTC Parkway, Suite 600, Greenwood Village, CO 80111, U.S.

Certification Scopes (1)

ISO/IEC 17024

Certification Body for Persons

ANSI National Accreditation Board

United States of America

The ANSI National Accreditation Board certifies that the Investments and Wealth Institute, located in Greenwood Village, CO, meets the ISO/IEC 17024:2012 standards for certification bodies. The institute is accredited for the Certified Investment Management Analyst® (CIMA®) since March 24, 2011, and the Certified Private Wealth Advisor® (CPWA®) since June 21, 2022. This accreditation is valid until March 24, 2026, and can be verified at www.anab.org.

Financial service activities
except insurance and pension funding
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