Investments & Wealth Academy Recognized as Top Industry Association by WealthManagement.com
September 6th, 2024 9:00 PM
By: Newsworthy Staff
The Investments & Wealth Institute's online learning platform has been awarded 'Best in Industry Association' at the 2024 WealthManagement.com Industry Awards, highlighting its innovative approach to financial advisor education and professional development.

The Investments & Wealth Institute (IWI) has achieved a significant milestone in its mission to advance financial advisor education and professional development. The Institute's premier online learning platform, the Investments & Wealth Academy, has been named the winner in the Industry Association category at the prestigious WealthManagement.com 2024 Industry Awards, also known as the 'Wealthies'.
Launched in November 2023, the Academy represents a cutting-edge approach to financial education, designed to meet the evolving needs of both experienced and emerging advisors. The platform offers a diverse range of educational content, from on-demand webinars and microcourses to more comprehensive short courses and certificate programs. This flexibility allows financial professionals to tailor their learning experience to their specific needs and schedules.
Sean Walters, CEO of the Institute, expressed pride in the recognition, stating, "Our online education team, led by Chief Learning Officer Ross Riskin, has built a contemporary learning platform that is truly a 'best-in-class' experience." Walters emphasized the Academy's ability to serve advisors of all ages and skill levels with timely, relevant, and academically sound content that has practical applications.
The WealthManagement.com Industry Awards, now in its 10th year, is renowned for recognizing outstanding achievements in the financial advisory sector. The 2024 awards saw a record-breaking number of entries, with over 1,000 submissions from more than 400 companies. David Armstrong, Director of Editorial Strategy and Operations at Wealth Management Group – Informa Connect, highlighted the program's mission to celebrate initiatives that contribute to the success of financial advisors and improve client outcomes.
The selection process for the awards involved a panel of independent judges comprised of industry leaders. These judges evaluated finalists based on both quantitative measures, such as scope, scale, adoption, and feature set, as well as qualitative factors including innovation, creativity, and new methods of delivery.
The Investments & Wealth Institute, founded in 1985, has established itself as a leading professional association for financial advisors. The Institute is known for its rigorous certifications, including the Certified Investment Management Analyst® (CIMA®), Certified Private Wealth Advisor® (CPWA®), and Retirement Management Advisor® (RMA®). These programs, along with the Institute's events and publications, reach over 20,000 practitioners annually across more than 40 countries.
This award reinforces the Institute's position at the forefront of financial education and underscores the importance of continuous learning and professional development in the rapidly evolving financial services industry. As the sector faces new challenges and opportunities, platforms like the Investments & Wealth Academy play a crucial role in ensuring that financial advisors are equipped with the knowledge and skills needed to serve their clients effectively.
The recognition of the Investments & Wealth Academy as the top Industry Association by WealthManagement.com serves as a testament to the Institute's commitment to excellence and innovation in financial education. It also highlights the growing importance of flexible, comprehensive learning platforms in supporting the professional growth of financial advisors and, by extension, enhancing the quality of financial services provided to clients worldwide.
Source Statement
This news article relied primarily on a press release disributed by News Direct. You can read the source press release here,
