Investments & Wealth Academy Wins “Best in Industry Association” at WealthManagement.com 2024 Wealthie Awards

The Investments & Wealth Institute, a leading professional membership association and credentialing body for financial service professionals, has been honored with the Industry Association category award at the WealthManagement.com 2024 Industry Awards, commonly referred to as the Wealthies. This accolade was granted in recognition of the Institute's innovative online learning platform, the Investments & Wealth Academy.

Launched in November 2023, the Investments & Wealth Academy was designed to enhance the Institute's multi-modal educational programs. The Academy provides a comprehensive learning experience utilizing universal design best practices to cater to both seasoned and NextGen financial advisors. The platform offers a versatile array of educational content, including on-demand webinars, microcourses, short courses, “best of” bundles, and certificate programs. This diversity allows advisors to tailor their learning to their individual needs and schedules.

Sean Walters, CAE®, CEO of the Institute, expressed his gratitude for the award, stating, “We’re honored to receive this prestigious award from WealthManagement.com. Led by Chief Learning Officer, Ross Riskin, our online education team has built a contemporary learning platform that is truly a ‘best-in-class’ experience. Academy serves advisors of all ages and skill levels who are looking for timely, relevant, academically sound content with practical application.”

The WealthManagement.com Industry Awards, now in its 10th year, is unique in its mission to honor outstanding achievements by companies, organizations, and individuals that support the success of financial advisors. David Armstrong, Director of Editorial Strategy and Operations at Wealth Management Group – Informa Connect, highlighted the significance of the awards, noting, “A record-breaking number of nominations were submitted in 2024, with over 1,000 entries received from more than 400 companies. The Industry Awards program has significantly expanded in scope in the ten years since it began, but the mission remains the same: To recognize and celebrate the outstanding initiatives undertaken by companies and individuals that contribute to the success of financial advisors in their businesses and foster improved outcomes for their clients.”

The selection process for the Industry Association category involved a panel of independent judges comprised of industry leaders. Finalists were evaluated on both quantitative measures such as scope, scale, adoption, and feature set, as well as qualitative measures including innovation, creativity, and new methods of delivery.

This award underscores the Institute’s commitment to continually advancing the expertise and credentials of financial advisors. For a complete list of the 2024 Industry Awards winners and finalists, visit the Wealth Management Industry Awards page.