The Investments & Wealth Institute conference is a premier gathering for wealth management professionals, financial advisors, and investment consultants seeking to advance their technical expertise and professional credentials. The Institute is the organization behind the CIMA and CPWA designations, and its conferences reflect the highest standards of investment and wealth management education. Attendees engage in sessions covering portfolio construction, alternative investments, client psychology, tax planning, estate strategy, and regulatory developments. The conference is a valuable continuing education opportunity for wealth management professionals who want to stay current, meet CE requirements, and engage with the leading thinkers in their field.