A round up of articles & events to further your professional development
The Investor–Advisor Disconnect: 2022 Advisor and Investor Research From Investments & Wealth Research
Toews Asset Management’s Behavioral Investing Institute in conjunction with the Investments & Wealth Institute conducted a survey by Absolute Engagement to better examine investor preparedness for adversity in the face of the triple threat of war, high inflation and falling asset prices.
The Certified Investment Management Analyst® (CIMA®) certification arms you with new portfolio construction approaches as the industry moves toward pre-packaged solutions and model portfolios. In today’s ultra-competitive market, advisors compete against big asset-gathering machines. The CIMA® certification helps advisors distinguish themselves with the knowledge and skills to build portfolios that yield results, with everything from how you index to how you create customized models.
An Overview of the CIMA® Certification with Chicago Booth Instructor
Webinar March 15 @ 11:00 a.m. ET
Join the Institute’s Program Enrollment Counselors Gray Bullard, MBA, and Kari Estes and special guest Kathleen Fitzgerald, instructor, Chicago Booth, as they discuss tax-aware investment strategies and the benefits of earning the Certified Investment Management Analyst® certification. There is no CE for this webinar.
At ACE Academy 2023, you can create your own experience by attending investment management-focused sessions during breakouts and super sessions. Speakers like Matt Hougan from Bitwise and Nathan Lew from Equitable will share their insights through our investment management track. Register before March 1 to save $100 on in-person registration.
Premier CE: 15 credits, including 6 tax & regulations credits, for CIMA®, CPWA® and RMA® certifications CFP CE: 15 credits
Due to the rising costs of higher education and all-time high student loan debt levels, individuals and families are relying more than ever on advisors to help them navigate the financial complexities associated with saving for and paying for college. This course is designed for advisors and financial professionals who wish to become more knowledgeable in the areas of education funding, financial aid planning and student loan advising.
How Advisors Can Market Like the Greatest Brands in the World w/Robert Sofia
Exceptional Advisor Podcast
Robert Sofia, CEO of Snappy Kraken and author of Blend Out: From Ordinary to Irresistible: How Advisors Can Market Like the Greatest Brands in the World describes how advisors can make themselves impossible to ignore with bold, unique and memorable marketing.
In a period of elevated inflation such as we’re currently experiencing, the interaction between fiscal and monetary policies can lead to some curious phenomena.
Support scholarship assistance for CIMA®, CPWA® and RMA® certificants
The Investments & Wealth Foundation's mission is to accelerate career advancement of target professionals who are currently underrepresented in the profession, thereby fostering sustainable diversity within the financial advisor profession. Help us create a more diverse workforce within the financial advisor profession by making a gift to support scholarship assistance for CIMA®, CPWA® and RMA® certificants.
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