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Wealth Within Institute Membership

The Wealth Within Institute is the leading professional body for Certified Trading Professionals (CTP) working in the financial services industry. Institute members are highly regarded throughout the industry for their technical qualifications and commitment to professional development.

Institute Membership provides nationally recognised professional qualifications as well as opportunities for networking and professional development.

Membership Benefits

Qualified members of the Wealth Within Institute enjoy exclusive benefits and privileges including:

  • Participation in the formal professional development program that leads to CTP status and the right to use the post nominal ‘CTP’ after your qualified membership post nominal
  • Access to a range of professional development programs including up to 20% discount on workshops and seminars, professional coaching, and the professional development online learning resources
  • Opportunities to network with professionals from all areas of the industry
  • Discounts on broking services
  • Up to 10% discount on leading trading and investment books

Professional Development

The Certified Trading Professional (CTP) Program is the core of Institute Membership, providing professionals with the opportunity to demonstrate they are committed to a rigorous program of professional development by maintaining their skills and knowledge well beyond the completion of an industry qualification.

The CTP membership represents members who:

  • Have prestigious accredited industry qualifications
  • Demonstrate up-to-date technical skills and knowledge maintained through a program of professional development
  • Abide by the Wealth Within Institute Code of Ethics, ensuring the best standards of professional practice and integrity

To be eligible to become a CTP, you must be a qualified member of the Wealth Within Institute (Affiliate). Maintaining CTP status requires a commitment to undertake professional development activities totaling 25 CTP points each year (as a general rule, one CTP point is equal to one hour of professional development).

Student Membership

As a student of the Wealth Within Institute enrolled in an award course, you automatically become a student member. This enables you to access some of the exclusive benefits that qualified members of the Wealth Within Institute enjoy including:

  • Up to 20% discount on all Institute workshops and networking functions
  • Up to 10% discount on leading trading and investment books
  • The ability to access some of the professional development learning resources on completion of Stage 1 of the Diploma at a discount of up to 20%
  • Discount brokering services

Institute Membership Levels

The following explains the membership levels and the requirements for each.

Membership Level Eligibility Post Nominal Annual Membership Fee*
Associate Recognises those who have gained specialist industry knowledge via a Diploma from the Wealth Within Institute and have at least two years experience in the financial services industry WWInstitue
Affiliate Recognises those who have gained specialist industry knowledge via a Diploma from the Wealth Within Institute WWInstitute
Member Enrolled in an award course offered by the Wealth Within Institute No post nominal AUD$165

*Prices include GST

Applying for Membership

To apply for membership of the Wealth Within Institute you will need to complete a Membership Election Form and return it together with the membership fee to:

Wealth Within Institute
PO Box 215
Warrandyte VIC 3113

Membership Election forms can be obtained by contacting Client Services on (+61 3) 9290 9999 or 1300 858 272.

As a professional association, the Wealth Within Institute reviews its membership criteria, benefits and eligibility requirements on an annual basis. All decisions on election to membership will reflect the membership requirements at the time of application.

How to Upgrade Your Membership

If you are an existing member and you complete a Wealth Within Institute qualification, you can upgrade your membership level. Your enhanced membership status is reflected by your higher Institute post nominal.

To upgrade, you will need to contact Client Services to obtain the Membership Upgrade form. Completed applications should be returned to the Wealth Within Institute together with the membership fee.

The membership upgrade fee is AUD$75.

More Information

For more information on any of the Wealth Within Institute’s Membership Services contact Client Services at or telephone  (+ 61 3) 9290 9999 or 1300 858 272.

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