A round up of articles & events to further your professional development
ESG and Sustainable Investing: A Discussion with David Callaway and Robert Powell, CFP® From the Investments & Wealth Monitor
Two industry leaders discuss investors’ understanding of ESG and sustainable investing, how to accelerate advisor and client education in this area and how advisors can differentiate themselves through ESG.
Corporate Efforts in Diversity, Equity & Inclusion:
Top Down + Grassroots = Change
Webinar | July 14 @ 4:30 p.m. ET
1 complimentary CE hour
One of the clear truths that has emerged about DEI change efforts is that “change must start at the top.” And while this is true, it is also the case that often the most pervasive change efforts start at the advisor-level and rise throughout an organization. Hear from this panel of experts about a variety of successful DEI programs using both approaches: top-down corporate change programs and programs that started at the grassroots level.
The Future of Wealth Management: Tomorrow’s Multi-Competency, Multi-Gender, Multi-Generational & Multi-Cultural Wealth Management Team
Webinar | July 28 @ 4:30 p.m. ET
1 complimentary CE hour
2022 client research conducted by the Investments & Wealth Institute shows that clients expect wealth management teams to deliver services through a diverse team that reflects a mix of professionals who are multi-competency, multi-gender, multi-generational and multi-cultural. The ethics and expertise required of wealth management professionals continue to evolve, and there are more programs than ever to help underrepresented practitioners to enhance their knowledge, skills and abilities. After a short research presentation highlighting these trends in the delivery of wealth management services, a panel of volunteers will discuss the future of the profession.
Introduction to CIMA® Certification with Special Guest Kathleen Fitzgerald
Free Webinar | July 12 @ 10 a.m. ET
Join Institute Enrollment Counselors Kari Estes and Gray Bullard, MBA, with special guest Kathleen Fitzgerald, Chicago Booth, as they discuss the CIMA® certification, including the educational time commitment, costs, curriculum and more.
Learn the key differences between our three elite educational providers— Chicago Booth, Yale SOM and Wharton.
Developed by the Investments & Wealth Institute, sponsored by Macquarie Asset Management 12 CE HRS + a certificate
Now, more than ever, advisors need to enhance their knowledge to develop new skill sets and augment strategies to help them adapt and solve their client's complex problems. The course will provide new skills and knowledge through the real-world experiences and practical strategies utilized by experts in the field. Learn how to incorporate private market investments in your client portfolios and get the results others have experienced since gaining access.
Matt Hougan, the Chief Investment Officer of Bitwise, talks about crypto, non-fungible tokens and the best way for advisors to incorporate cryptocurrency into their client’s portfolios.
The Rise of the Mutual Fund Is Reducing Corporate Competition and Hurting Consumers
From Yale Insights ( Yale School of Management), IWI Executive Education Partner
As more and more people have invested in the stock market through funds from intermediary firms, those companies have become large shareholders in most public U.S. firms. The resulting overlaps in ownership are boosting corporate profits but harming consumers.
Eilin Cabutto is a 2021 Investments & Wealth Foundation scholarship recipient.
“After getting my manager's support to pursue the CIMA® certification, I found out about the Investments & Wealth Foundation’s scholarship program. The application process was simple and today, I feel more empowered and confident in my conversations.”
Learn more about Foundation scholarships and submit your application today.
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