A round up of articles & events to further your professional development
Sustainable Investing: A Trustee’s Friend or Foe? From the Investments & Wealth Monitor
Sustainable investing, combined with a family values statement, may help advisors create more-engaging relationships with clients by satisfying both their technical and emotional needs.
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 22 @ 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.
ACE Academy is the Investment & Wealth Institute's flagship annual conference and the largest association-based event in the industry. The gathering place for the world's top advisors. Join 1,000+ prestigious professionals, as they assemble over 3.5 days while earning up to 30 premier CE hours.
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.
From Yale Insights (Yale School of Management), IWI Executive Education Partner
Nicholas Barberis, Stephen and Camille Schramm Professor of Finance, says that applying an analytical eye to the irrational ways we form beliefs and how those beliefs collectively drive financial decisions can lead to a truer understanding of markets.
New York Life Retail Annuities Regional VP Bill Feakes discusses market volatility, helping investors keep things in perspective and building retirement strategies to manage through economic uncertainty.
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.
The 2023 T3/Inside Information Technology Survey is Now Open for Participation
Take a moment to complete the 15-minute survey
This annual survey for financial advisors is designed to gain feedback about the components in your software suite and provide guidance about today’s complex technology. Results and full analysis will be made available to all participants. Please take a moment to complete the 15-minute survey so that Institute members are well represented.
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