A round up of articles & events to further your professional development
It’s Not Just Assets Under Management Anymore: How and Why Advisor Fee Models Are Changing From the Investments & Wealth Monitor
Forward-thinking advisors are rethinking their fee models, which must be transparent and create a fair alignment between the price paid and the value of services.
Hear from more than 30 speakers in a content-packed two-day event with a cryptocurrency pre-conference.
Get the latest from expert speakers and discover key asset classes attracting the most attention and dive into their historical performance to make informed decisions. After this event, you'll be able to manage risks and identify opportunities in new markets that can generate returns that are uncorrelated with other core portfolio holdings.
Charitable Giving: Realizing Your Vision for a Better World
Webinar December 1 @ 4:30 p.m. ET 1 complimentary CE hour
For many people, charitable giving is an emotional, even spiritual act—something we do not because we must, but because we choose to. Yet philanthropy can be overwhelming. The needs are so great, the issues are complex and relationships can be complicated. This presentation can help you think comprehensively about your clients’ giving strategy, align their portfolios with their personal values and identify the steps they can take to fulfill their philanthropic goals today, tomorrow and beyond. You’ll also learn about the key steps to develop an effective giving plan, and gain insights into the various ways to fund giving.
An Overview of the CIMA® Certification With Chicago Booth
Free Webinar December 9 @ 10:00 a.m. ET
Join the Institute’s Program Enrollment Counselors Gray Bullard, MBA, and Kari Estes, and Chicago Booth Professor Kathleen Fitzgerald, as they discuss convertible bonds.
Introducing College and Student Loan Planning Essentials
NEW Certificate Program
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.
November 29 is Giving Tuesday and Every Act of Generosity Counts
We hope your act of generosity will support the Investments & Wealth Foundation as we reduce the barriers to entry and expand the shared perspectives and voices heard throughout our evolving industry.
Looking for CE for Your Upcoming Certification Renewal?
Signature and Elite Institute Members Receive Complimentary Continuing Education
Did you know that Signature and Elite Institute members receive complimentary continuing education (CE) from our on-demand library? If you are a Signature or Elite member, log in to your Institute dashboard and visit your online learning center to browse our premier, on-demand CE library.
Not a Signature or Elite member?Click here to learn more about the benefits that come with Signature and Elite membership.
Investments & Wealth Institute® is a professional association, advanced education provider and certification board for financial advisors, investment consultants, financial planners and wealth managers who continuously strive for excellence and hold themselves to the highest ethical standards.
Investments & Wealth Institute needs the contact information you provide to us to contact you about our products and services. You may unsubscribe or manage preferences from these communications at any time. For information on our privacy practices and commitment to protecting your privacy, please review our Privacy Policy.
Investments & Wealth Institute, 5619 DTC Parkway, Suite 600, Greenwood Village, CO 80111, https://investmentsandwealth.org/home, 303-770-3377