Investment Insights: 2023 Market Outlook
From the Investments & Wealth Monitor

A discussion with Todd Wagenberg, CIMA^®, Scott Welch, CIMA^®, and
Brian Ullsperger, CIMA^®; moderated by Tony Davidow, CIMA^®.

ACE Academy 2023

April 30-May 3, 2023

San Diego, CA

ACE Academy is the educational epicenter of new ideas and disruption. Join us when we assemble the brightest, most successful and insightful industry thought-leaders in San Diego, a city known for innovation, economic growth and forward-thinking ideas. Register before April 1 to save $100 on in-person registration.

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An Overview of the CIMA^® Certification with Chicago Booth Instructor

Webinar
May 10 @ 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 internal investing and foreign exchange rates and the benefits of earning the Certified Investment Management Analyst^® certification.

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Investment Management Essentials

Premier CE: 15.5 credits
for CIMA^®, CPWA^® and RMA^® certifications and CFP CE

Gain foundational investment management knowledge and skills through the framework of a defensible, five-step investment consulting process:

Complete client discovery
Create an investment policy statement (IPS)
Construct portfolios
Conduct manager search, selection and monitoring
Review and revise portfolios

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Editors' Picks

The Brave New World of Central Bank Digital Currencies

From the Investments & Wealth Monitor

Our monetary system is being disrupted by cryptocurrencies. Governments are responding with regulations and crypto-like updates to their own currencies.

What Do You Want Out of Life? A Philosophical Guide to Figuring Out What Matters

Exceptional Advisor Podcast

Robert Powell sits down with Professor Valerie Tiberius, the author of What Do You Want Out of Life? Professor Tiberius guides listeners in reflecting on their goals through a philosophical lens, providing a roadmap for a lifetime of purposeful self-discovery.

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Investment Insights: 2023 Market Outlook From the Investments & Wealth Monitor