Wiley Partners with the Investments and Wealth Institute® to Expand Offerings for Investment Professionals
October 08 2020 - 8:00AM
Business Wire
New Partnership Provides CIMA Certification
Curriculum and Exam Prep to Meet Evolving Market Demand
John Wiley and Sons Inc. (NYSE: JWA) (NYSE: JWB) today announced
a partnership with the Investments & Wealth Institute (IWI)® to
host Certified Investment Management Analyst® (CIMA®) online exam
preparation curriculum on Wiley’s Efficient Learning platform.
Wiley’s CIMA Exam Review course and this partnership will help
finance professionals hone their expertise and prepare them to
attain the CIMA® credential.
In times of uncertainty, people are more likely to want a plan
for their financial future. New data from the IWI shows that client
perceptions of their advisors are changing in response to the
current crises, with 31 percent of clients having considered
changing advisors, up from 21 percent in 2019. Certified advisors
who offer support, guidance, and education to their customers are
proven to differentiate their practice, retain their clients and
grow to advance their careers.
“Giving professionals the tools and path they need to advance in
their career is core to Wiley’s mission,” said Renee Altier, Senior
Vice President, Wiley in Academic and Professional Learning. “This
partnership will benefit professionals seeking to create more value
for clients, advance their skills, and hone their expertise. We are
thrilled to grow our support in this field by partnering with the
Institute.”
This new partnership brings the Institute’s endorsement of
Wiley’s CIMA® Exam Review Course, which provides busy wealth
management professionals organizational tools like the adaptive
Exam Planner, hundreds of practice questions with rationales, plus
Wiley’s new CODiE® nominated FocusME TechnologyTM Adaptive Review
to effectively prepare for their certification exam. In addition,
the forthcoming Official Digital Curriculum will provide global
professionals the skills needed to engage and support individual
and institutional clients in this increasingly complex investment
environment.
“New research on client and investor preferences when hiring a
financial advisor shows a rising bar of expectations for ethics and
advanced expertise,” said Sean R. Walters, Chief Executive Officer
of Investments & Wealth Institute. “The Investments and Wealth
Institute and Wiley have partnered to better prepare financial
advisors for the rising expectations of clients, which has always
been the Institute’s mission.”
This announcement further underscores Wiley’s mission to support
learning success by delivering best-in-class content that
accelerate the success of today’s students and professionals,
clearing the path for long-term success in high-demand, high-growth
careers. For more information, visit Wiley.com.
About Wiley
Wiley drives the world forward with research and education.
Through publishing, platforms and services, we help students,
researchers, universities, and corporations to achieve their goals
in an ever-changing world. For more than 200 years, we have
delivered consistent performance to all of our stakeholders. The
Company's website can be accessed at www.wiley.com.
About the Investments & Wealth Institute®
Established in 1985, the Investments & Wealth Institute,
formerly IMCA, is a professional association, advanced education
provider, and standards body for financial advisors, investment
consultants, financial planners, and wealth managers who embrace
excellence and ethics. Investments & Wealth Institute
administers three certifications, Certified Investment Management
Analyst® (CIMA®), Certified Private Wealth Advisor® (CPWA®), and
Retirement Management Advisor® (RMA®). Through its publications,
live events, online courses, assessment-based certificate programs,
and advanced certifications, the Institute delivers
premier-quality, practical education to advanced practitioners in
more than 39 countries.
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Lauren Andrich, +1 201 748 5838 landrich@wiley.com Devon
Coquillard +1 303 850 3202 dcoquillard@i-w.org
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