Investments & Wealth Institute Experience
CIMA, CPWA and RMA holders and wealth-management practitioners; heavy on investment consulting and CE credit.
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- Dates
- Nov 16 to Nov 17, 2026
- Where
- Scottsdale, AZ
- Cost
- Ticket $897 to $1,990. Member $1,495; Signature Member $1,121.25 (25% off); Elite Member $897 (40% off); non-member $1,990 (includes 2-year basic membership). Registration FAQ shows different discounted figures, so confirm the current rate.
- Type
- Conference · Paid ticket
- Organizer
- Investments & Wealth Institute
- Last checked
- October 23, 2026 against the event’s own site
Official site and registration
Cheaper ways in: Team rate $995 for each attendee after the first (promo code from conference@i-w.org); Signature and Elite member discounts.
Speaking opportunities
Has sessions, ask how speakers are chosen
Who goes
Roles and segments the organizer or our research tag this event for.
Segments: Wealth and asset management
Roles: financial advisor, portfolio manager
The field it serves: Financial Services & Banking
- Verified open jobs
- about 34,072
- Typical posted salary
- $138,000 a year (middle half $99,000 to $185,000)
- Entry or early-career level
- 34% of openings
- Employment, year over year
- −1.1% in financial activities, the closest BLS sector
Source: NextChapter job data, jobs verified live in the last 7 days.
See the detail →Source: NextChapter job data: salary ranges employers posted, midpoint of each range, 1,508 of the newest 5,000 verified open jobs.
See the detail →Source: NextChapter job data: level read from the full posting, newest 5,000 verified open jobs.
See the detail →Source: BLS Current Employment Statistics, seasonally adjusted payroll employment, October 2026.
See the detail →Full Financial Services & Banking snapshot: jobs, pay, layoffs and conferences
Financial Services & Banking employers hiring now
We have not yet published an exhibitor or attendee list for this event. These employers in its industry have open verified jobs, so they are the ones worth meeting.
Speakers and sessions
Named on the event’s own program. Titles and organizations are as the event lists them.
Speakers
Carl Richards
Creator of The Sketch Guy
Emily Chang
Bestselling author and tech industry journalist
Read from the event’s own pages: experience.investmentsandwealth.org
Industries and functions
Where it is and who it is for
Held in Scottsdale, AZ. Local jobs, employers, layoffs and other conferences nearby are on the place pages.
Past and planned editions
- 2026: November 16, 2026 to November 17, 2026, Scottsdale, AZ
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