Institute Insider - October 24 2022

NEW! Social Security Planning

Take the One-Hour Microcourse
Complimentary for Elite members
25% off for Signature members

Are your clients unsure when to claim Social Security? The newly launched Social Security microcourse gives you a quick, one-hour primer on Social Security with actionable takeaways and a job aid you can use with clients.

1 CE credit hour
1 CFP CE credit hour

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🔒 Predicting Returns Using Behavioral Market Barometers
From the Journal of Investment Consulting

Tracking the Financial Stakes in Curbing Emissions
From Knowledge at Wharton, IWI Executive Education Partner

Easily Integrate Annuities Into Your Independent RIA Business
From Allianz Life Insurance Company of North America

Deprogram Your Idea of Ethics
From InvestmentNews at the Investments & Wealth Forum

🔒 Mellody Hobson: Diversifying Personnel as Well as Portfolios
From the Journal of Investment Consulting

Optimizing Your Practice for Gens X, Y and Z
Exceptional Advisor Podcast

How-To: Posting a HIVE Discussion Anonymously

Breaking the digital ice can seem intimidating, but if you have a burning question you want to ask in the HIVE community, know that you can always post anonymously! This can be helpful for those members with employer compliance rules.

To post an anonymous HIVE discussion topic, follow these steps:

Login to the HIVE.
Inside the HIVE, navigate to the “Participate” tab on the top header and select “Post a Message” from the dropdown menu.
Once you select which community you want your post to appear in, a “Post message anonymously” check box will appear. Check this box for your post to appear anonymously.

If you have any questions or just want to ask your question(s) through the community manager, the membership and community team can also assist. Contact membership@i-w.org with any questions.

START A DISCUSSION

October 27 @ 4:30 p.m. ET

Part Two: Dividend Equity Strategies for Today’s U.S. and International Markets
Webinar
Sponsored by GQG Partners

November 1 @ 1:00 p.m. ET

Recession Proof Your Clients’ Portfolios
Webinar
In Partnership with ThinkAdvisor

November 29-December 1

Investments & Wealth Forum—New York City 2022, Managing Portfolio Risks
In-Person or On-Demand

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Certification Deadlines

There's still time in 2022 to get started on an Institute certification and be on your way to a designation before the end of the year.

Earn your CIMA^® certification with Yale on your own schedule anytime
Earn your CPWA^® certification with Chicago Booth by applying before December 1
Earn your RMA^® certification with the Institute in about 4 months starting at anytime

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2022 Course Catalog

Whether your learning style is best served through online courses, virtual webinars or live conferences, the Investments & Wealth Institute has the perfect option for you. Regardless of your membership status with the Institute, you can take advantage of learning opportunities today to earn premier CE with practical, Ivy League-quality content.

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Apply for a Scholarship

Accelerate your career with a CIMA^®, CPWA^®or RMA^® designation. Investments & Wealth Foundation scholarships are designed to reduce the barriers to entry and expand the shared perspectives and voices heard throughout our evolving industry. The Foundation scholarship program enables women, diverse professionals and next-generation leaders to elevate their careers and contribute to our profession.

APPLY TODAY

November 8 @ 10 a.m. ET

An Overview of the CIMA^® Certification with guest speaker Kathleen Fitzgerald, professor, Chicago Booth

November 8 @ 12 p.m. ET

An Overview of the CPWA^® Certification with guest speaker Jim Dobbs, CPWA^®, CIMA^®, CFP^®

November 8 @ 1 p.m. ET

An Overview of the RMA^® Certification with guest speaker Dana Anspach, CFP^®, RMA^®, founder and chief executive officer, Sensible Money, LLC

Investments & Wealth Institute^® is a professional association, advanced education provider and certification board for financial advisors, investment consultants, financial planners and wealth managers who continuously strive for excellence and hold themselves to the highest ethical standards.

Investments & Wealth Institute needs the contact information you provide to us to contact you about our products and services. You may manage preferences from these communications at any time. For information on our privacy practices and commitment to protecting your privacy, please review our Privacy Policy.

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