Investments & Wealth Institute launches

Financial Planners

New online tool matches investors with accredited advisors to provide advisory services

Denver, Colorado

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The Investments & Wealth Institute launched is an intuitive, easy-to-use, web-based tool that allows investors to connect with certified advisors who can provide the financial assistance they need. It is alive.

Investors seeking a qualified and accredited advisor will answer a series of questions on the site regarding their financial needs and goals. This data is neither stored nor shared by the Institute, but is used by the investor and his four accredited Investment Management Analysts®, Certified Private Wealth Advisors® and Retirement Management Advisors® to meet their chosen needs. Used to instantly match advisors with any of the following certifications: and/or Certified Financial Planner® certification.

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Unlike other online advisor listings, all listed professionals are qualified, qualified and certified by non-profit accreditation bodies managed to meet international best practices and standards for talent certification providers. I have certifications.

“Private investors seek qualified, competent and ethical advisors who are accredited in the areas and services they want or need. CIMA®’s Dorothy Bossan said: Director of CPWA®, RMA®, CFP®, BDO Wealth Advisors and President of the Institute.

Investors can find potential advisors by navigating five simple screens on the site. User-entered data is not captured or shared unless the consumer consents at the end of the process.

  • “life stage”— Identify exactly where you fall on the wealth spectrum, from pre-accumulation through accumulation, storage and distribution.

  • “Your finances”– Enter your income and available investable assets.

  • “Your preferences“—Select different preferences (i.e. geographic proximity, demographic preferences, etc.) to seek from advisors.

  • “Your Situation”– Indicates specific triggering events that may affect the recommended financial advice strategy (i.e. home purchase, family change, cash flow or tax issues, etc.).

  • “Your Priority”—Select the factors that can influence your investment strategy and indicate the core competencies (certifications) you look for in an advisor.

Advisors that appear in the resulting match are prioritized in order of the advisor whose information most accurately correlates with the investor’s criteria. This information is taken from association member profiles, including accreditation status. Members who do not hold a valid certification will not be listed.

“We provide investors with the ability to safely and securely select from a list of accredited advisors who have demonstrated appropriate experience, ongoing education, and a commitment to adherence to ethical standards, based on criteria that are important to investors. We are happy to offer it,” he said. Sean R. Walters, CAE, Chief Executive Officer of the Institute.

Investors have control over whether and how follows up on lists of matching advisors. You can start by viewing each advisor’s profile to learn more about their services. You can then fill out a form to request more information from your advisor or contact your advisor directly.

The institute first soft-launched the site in April to test and encourage members to update and complete their member profiles before selling to investors. An online advertising campaign aimed at investors, including sites such as LinkedIn, Facebook, Barron’s and Google, will begin in June and run through the rest of the year.

“We believe that by continuing to market this tool to investors, and by getting more investors to participate in this tool and hopefully share their positive experiences with others, it will gain significant traction in the consumer market. We look forward to it,” Walters insists. “Part of our organization’s mission is to help the financial advice industry make a positive impact on the lives of investors, empowering them to make better and more responsible financial decisions. Yes, and is an important first step in that effort.”


For more information, please contact Allison Edmondson of the Institute for Communications, Investment and Wealth at

About Investment & Wealth Institute

Founded in 1985, the Investments & Wealth Institute is the leading professional association, education provider and standards body for financial advisors. Award-winning events, publications, courses, and recognition as a Certified Investment Management Analyst® (CIMA®), Certified Private Wealth Advisor® (CPWA®), and Retirement Management Advisor® (RMA®) Through our accreditation, the institute offers the Ivy League. – Provides quality, hands-on education to over 20,000 practitioners annually in over 40 countries. The Institute’s members include some of the industry’s most successful investment consultants, advanced financial planners and personal wealth managers, who apply a wide range of knowledge and skills to their day-to-day work with clients with excellence and ethics is accepting

contact details

Alison Edmonson

+1 303-850-3207

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