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Certifications Give Advisors a Clear Economic Edge, IWI Says

By Leo Almazora February 28, 2025 InvestmentNews

Investments and Wealth Institute's research shows that advisors with CIMA, CPWA and RMA designations outperform non-credentialed advisors, with those holding IWI or CFP® certifications more likely to manage a higher percentage of clients' assets. A separate CFP Board study highlights the higher earnings and personal fulfillment of CFP® professionals compared to their non-certified peers.

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InvestmentNews
Leo Almazora
February 28, 2025