FINANCIAL EDUCATION, RESOURCES, AND SERVICES
What We Do
For Financial Professionals:
The Institute of Financial Wellness provides proven sales and marketing systems, state-of-the-art technology, training, and support to financial professionals nationwide. The IFW helps financial professionals grow their practices to the next level! IFW Certified Financial Professionals are an elite group of professionals that, together with the IFW, help people succeed financially and live their best lives.
For Consumers:
The Institute of Financial Wellness is the most comprehensive multi-media network for financial education, resources, and services. In fulfilling our mission to help people “Get There” and live their best life, we deliver the following five unique value propositions:
- The industry’s most engaging, informative, and objective financial education content
- Clarity and confidence to help individuals make informed financial decisions
- Access to the IFW Network of Financial Professionals for everything financial
- Full implementation of effective, custom-tailored solutions for everyone’s unique needs
- Ongoing guidance and support to ensure maximum financial success through every stage of life
What Makes Us
Different?
Finally, financial education you can actually enjoy, delivered to you like never before. Who says financial education has to be boring, elitist, or hard to understand? Sure we have all the calculators, lists, and fundamental information available: But what sets the IFW apart is engaging, thoughtful, and unbiased programming curated similar to categories like science, the arts, and sports; you’ll actually like it!
OUR FINANCIAL PROFESSIONAL NETWORK
When you select an IFW Financial Professional you know they are aligned with the IFW, sharing the belief that when it comes to financial decisions; never say never, never say always…it depends. We carefully select our financial professionals to make sure they believe there is no one-size-fits-all solution or product and that every situation requires a unique and well-rounded approach.
OUR PROCESS
It’s just better! Your journey with the IFW will be delightful and specific to you and your needs. First, you will get the education and facts to help you better understand your situation, then you are connected to an IFW concierge that gathers the necessary information, so you can be paired with the right financial professional to review where you are and how you might improve your situation and help you…‘Get There‘!
FINANCIAL EDUCATION, RESOURCES & SERVICES DELIVERED WITH DIGITAL TOOLS, TECHNOLOGY, & A TRUSTED HUMAN CONNECTION!
WHY TRUST US?
A+ Rated & Accredited with The Better Business Bureau
Nationally Recognized in the Media & News
SEC Registered Investment Advisor & Fiduciary
Trust Pilot Top-Rated Financial Education & Services Company
Over 35 Trusted & Prestigious Certifications & Accreditations
These are actual webinar attendees and clients referred by The Institute of Financial Wellness to a Financial Professional and they were not paid any compensation for these testimonials or comments.
Unprecedented
Credentials &
Certifications
The IFW Financial Professionals, resource partners, and thought leaders hold over 35 of the most trusted, prestigious, and valued certifications and accreditations in the financial services industry!
Some of these include:
Certified Financial Planner® (CFP) • Chartered Financial Consultant® (ChFC) • Chartered Life Underwriter® (CLU) • PhD’s in Financial & Retirement Planning • Retirement Income Certified Professional® (RICP) • Masters of Science in Financial Services® (MSFS) • Accredited Estate Planner® (AEP) • Chartered Advisor in Senior Living® (CASL) • Masters of Business Administration (MBA’s) • Juris Doctors® (JD’s) • Certified Public Accountants (CPA’s) • Wealth Management Certified Professional® (WMCP) • Certified Investment Management Analyst® (CIMA) • Retirement Management Advisor® (RMA’s) • Certified Private Wealth Advisor (CPWA) and more..
Certified Financial Planner® (CFP) • Chartered Financial Consultant® (ChFC) • Chartered Life Underwriter® (CLU) • PhD’s in Financial & Retirement Planning • Retirement Income Certified Professional® (RICP) • Masters of Science in Financial Services® (MSFS) • Accredited Estate Planner® (AEP) • Chartered Advisor in Senior Living® (CASL) • Masters of Business Administration (MBA’s) • Juris Doctors® (JD’s) • Certified Public Accountants (CPA’s) • Wealth Management Certified Professional® (WMCP) • Certified Investment Management Analyst® (CIMA) • Retirement Management Advisor® (RMA’s) • Certified Private Wealth Advisor (CPWA) and more..
IFW in the Media
IFW is regularly covered in the National news media. Here are some examples as seen on:
Our Leadership
The IFW Executive Team is ideally well-rounded to fulfill the company mission with extensive experience and successful track records from the financial services, media, technology, financial education, and entertainment industries.
“Based on my 25 years of experience running large financial services firms and leading hundreds of financial professionals, we recognized the need to establish the Institute of Financial Wellness to provide engaging, unbiased, fact-based information giving Americans the clarity and confidence needed to make the right financial decisions for their lives,” said Erik Sussman, IFW CEO & Co-Founder. “Importantly, we ensure that our customer journey helps people take action by selecting a Financial Professional who is committed to the same holistic and unbiased approach that addresses all aspects of financial well-being.”
Added Darren Sussman, IFW President, and Co-Founder: “Financial education does not have to be boring, elitist, or hard to understand. What sets the Institute of Financial Wellness apart is our commitment to deliver engaging, thoughtful, and unbiased programming that is curated in ways similar to other categories like science, the arts, or sports — so people actually understand and enjoy it!”
Renowned Thought Leaders
The IFW thought leadership and advisory board span some of the greatest minds and accomplished people from the financial services, business, insurance, entertainment, health & wellness industries. Esteemed thought leaders proudly support the IFW mission while providing valuable perspectives and support.
OUR TEAM
IFW’s Content
Platforms
THE IFW WEBSITE is your online financial education, content, and resource hub that provides 24/7 access to our education center, news, blogs, services, webinars, podcasts, video, and resource partners.
Explore our financial education, resources, and services.
SOCIAL MEDIA
We share unique, engaging content daily on Facebook, Instagram, and LinkedIn.
Follow us today.
E-NEWSLETTERS
Our free e-newsletter provides insider access to exclusive IFW content, resources, tips, trends, promotions, and the latest news.
WEBINARS
Weekly live financial education webinars are an absolute must-attend for anyone seeking to maximize their financial future and live their best life. Current webinars are targeted by topic towards retirement planning, young & mid-career professionals, college planning, investments & savings strategies, and life & disability insurance. The live Q & A session is an audience favorite every time. Our webinars are also available On-Demand 24/7.
Register today.
VIDEO ON-DEMAND
Choose from a variety of channels and playlists to access the content you want, when you want it. IFW VOD hosts a variety of webinars, financial education, retirement strategies, interviews, trending news, evergreen content, and helpful resources at your convenience, 24/7 On-Demand.
View our videos today.