Investments & Wealth Institute Annual Reports
IWI is committed to transparency and accountability to our members, other professionals and stakeholders in the financial advising community at-large, as well as the general public.
IWI is committed to transparency and accountability to our members, other professionals and stakeholders in the financial advising community at-large, as well as the general public.
IWI consistently monitors its budget to ensure the association remains financially secure while providing valuable membership and educational experiences. Download our current Annual Summary below.
IWI produces reports on an annual basis to outline our goals, strategies, key stats, and achievements over the past year.
The Institute keeps records of financials going back 3 years. Past financials are available to download.