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Differentiate yourself with current and potential clients by ordering a bundle of client brochures to tout your CIMA®, CPWA® or RMA® certification. These brochures can help support your hard-earned designation in a way that clients can understand.
All Signature and Elite members can receive a bundle of 25 brochures (plus an additional bundle for Elite members). This is one of the included benefits when upgrading your membership. All other IWI member certificants can purchase brochures for $40.
Webinar: Developing Efficient Drawdown Strategies for Distribution of Client Assets Sponsored by Allianz 1 CE hour
With trillions of dollars in U.S. retirement market assets, the importance of helping clients develop an effective drawdown strategy is key to helping their income last as long as they do.
Two-Part Webinar Series: Dividend Equity Strategies for Today’s U.S. and International Markets Sponsored by GQG Partners 1 CE hour each
Join this two-part series for insights on assessing dividend investing strategies, particularly during times of market volatility, and factors to consider when creating and implementing your own strategy.
Created by expert practitioners, the Investment Management Essentials 15.5-hour self-paced course puts you in the shoes of an investment management professional working with individual or institutional clients. It provides an actionable, defensible framework for the investment consulting process, but it is suitable for any finance professional looking to have easier, more productive conversations with colleagues, prospects and clients in the investment workplace.
The Investments & Wealth Foundation has awarded more than 120 scholarships so far this year to individuals pursuing CIMA®, CPWA® and/or RMA® certification. Are you looking for support pursuing advanced certification? Apply for a scholarship and start your certification journey today.
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Read the Investments & Wealth Monitor 'Alternative Investments'
With new products on the horizon, the latest issue of the Investments & Wealth Monitor examines the role and use of alternative investments in the current market environment.
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