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Investments and Wealth Institute
The Investments and Wealth Institute is a nonprofit association and it was founded in 1985.
Last updated 2 years ago
Company Info
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.
Company Details
Launch Date
Jan-1985
Contact Details
United States
Social Media
Primary Category
Company-driven Events
My Event Engagements (1)
Ended
Investments and Wealth Experience
Las Vegas ,United States
Apr 07, 2024 | (UTC: -05:00)
Paid
Seminar
# | Investors | Funding Date | Funding Round | Fund Raised |
|---|---|---|---|---|
Company Insights & Details
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