Want to work with $5M+ clients? Did you know that Certified Investment Management Analyst® (CIMA®) professionals are 20% more likely to work with ultra-high-net-worth clients than non-certified advisors? 👉 Register today! hubs.li/Q03yn7nR0 #CIMA #InvestmentManagement

She’s a best-selling author whose work has been translated worldwide—a psychologist, research scientist, and lecturer specializing in the science of happiness, emotional intelligence, and social connection. 👉 Register today: hubs.li/Q03ys_950 #StrategyForum2025

🎓 Interested in earning your Certified Private Wealth Advisor® (CPWA®) designation by the end of the year? Learn how in our upcoming intro webinar featuring our limited-time CPWA Accelerate program! ➡️ Register today! hubs.li/Q03yKSRR0 #CPWA #CPWAAccelerate

He’s a leading voice in finance and investment management—a renowned professor who helped pioneer one of the first hedge fund courses at a top business school. Join us: hubs.li/Q03yKYRX0 #StrategyForum2025

🎓 Ready to Take the Next Step Toward Earning Your Certified Investment Management Analyst® (CIMA®) Designation? Schedule a call with our enrollment team here hubs.li/Q03z3VcN0 ️#CIMA #InvestmentManagement

A world-renowned behavioral expert, he’s advised global governments, inspired a hit TV show, and authored multiple New York Times bestsellers that challenge the way we think about thinking. 👉 Register today: hubs.li/Q03z3Xnv0 #StrategyForum2025 #KeynoteSpeaker

🌟 Our big reveal is here! Meet our dynamic keynote lineup for Strategy Forum 2025! ➡️ Dr. Emma Seppälä ➡️ Dr. Christopher Geczy ➡️ Dr. Dan Ariely 👉 Learn More and Register today! hubs.li/Q03zjsm80

Join us tomorrow for this informative intro webinar to learn how you can achieve your CIMA designation within several months from the prestigious Chicago Booth School of Business featuring, Kathleen Fitzgerald. Register today! hubs.li/Q03zhRsH0 #CIMA

💻 If you've been thinking about leveling up your client base, now is the time. In tomorrow’s webinar, Chris Smith shares a proven roadmap for attracting and retaining high and ultra-high net worth clients. Register today: hubs.li/Q03zwZwb0 #FinancialAdvisors

Join us for a 30-minute webinar to learn how you can deepen your expertise in advanced wealth management and stand out in the industry as a subject matter expert among high-net-worth and ultra-high-net-worth clients. Register today! hubs.li/Q03zMht30 #WealthManagement

Our latest visual insight topic, “How 401(k) Matches and the 401(k) True-Up Work”, is now available in your Academy dashboards! 👉 Not a member, but want to see what the series is about? Preview here: hubs.li/Q03zLF7g0

📩The New August Membership Newsletter is Here! Institute members, check your inboxes. The August edition of our membership newsletter is packed with valuable insights you won’t want to miss. Don’t miss out—look for the latest edition inside your inbox now!

🎓 Advance Your Practice with the Certified Investment Management Analyst® (CIMA®) Designation—Enroll by August 18! The next class kicks off September 10 – December 17, 2025 Apply here hubs.li/Q03B7wF50 #CIMA #InvestmentManagement

Join us tomorrow to learn how you can achieve your CPWA designation before the end of the year! This unique program lets you complete the certification program in just three months! 👉 Register today! hubs.li/Q03Bkswn0 #CPWA #CPWAAccelerate

🚀 Stay Informed. Stay Ahead. Get the Insider—the flagship weekly e-newsletter from the Investments & Wealth Institute—delivered straight to your inbox. Don’t just keep up—get ahead. Subscribe today and empower your professional growth. hubs.li/Q03Bxmbr0

Fast track your way to earning the Certified Private Wealth Advisor (CPWA®) certification before year end! Enjoy our limited-time, flexible learning experience with our online self-study course, crafted to fit your busy schedule. Enroll Now! hubs.li/Q03Bxnlr0 #CPWA

Meet Christopher Davis, CIMA®, CFP®, a proud member of the Investments & Wealth Institute since 1992—and this month’s member spotlight! We’re grateful for Christopher’s dedication to the Institute!

✨Can’t-Miss Insights, Connections, & NYC Energy: What’s Ahead at Strategy Forum 2025? Register now and join us from November 17-18 at the New York Marriott Marquis — Save $200 today with early bird pricing. hubs.li/Q03ClG9J0 #StrategyForum2025 #InvestmentManagement

🎊Celebrating 40 Years of the Institute Jamie Lewis is more than our Director of Technology — she’s been a key contributor in shaping the Institute’s technology strategy, improving member engagement, and fostering a more collaborative and connected environment for staff.

⏳ Deadline Extended —Secure Your Spot for the Certified Investment Management Analyst® (CIMA®) Program at the Chicago Booth School of Business! 👉 Apply here: hubs.li/Q03CWMM80 #CIMA #InvestmentManagement #ChicagoBooth #ProfessionalDevelopment