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Investment Advisor Forum Early Bird Extended to Oct. 29th
December 7-8, 2021 Join us for a 2-day, virtual, livestream conference featuring top faculty, such as Richard Marston, PhD, The Wharton School of the University of Pennsylvania, Campbell Harvey, PhD, Duke University, and Corey Ciocchetti, JD, University of Denver.
Webinar: What We’ve Learned About the Evolving Role of Behavioral Finance Through a Pandemic Lifecycle
Join thought leaders from Schwab Asset Management, the Investments & Wealth Institute, and Cerulli Associates for a panel discussion as they showcase results from the BeFi Barometer 2021.
Webinar: Advising Clients Through the Controllable Factors and Uncontrollable Risks of a Retirement Spending Plan
You will learn about what clients want and how each advisor has created a foundational strategy to grow their practices to deliver substantive value to high-net-worth clients.
This is the last chance in 2021 to earn an RMA® certification in 3.5 months. The Challenge begins November 1, 2021, and will help to build strong retirement management habits, strategies, and techniques using the framework from the Retirement Management Advisor® program. Apply by Oct. 25, to save $500 on tuition with code WINTER100AC
There is still time to get started on an Institute certification in 2021 and start 2022 strong with a new set of skills and techniques to drive better client outcomes. Deadlines are fast approaching to enroll in our CIMA®, CPWA®, and RMA® certifications.
Get a sneak peek into the upcoming Investment Management Essentials course, which provides fundamental knowledge and skills required for success in investment-centric roles. This preview of the introductory module outlines the course, its learning objectives, and your role as an investment management professional.
Discover the behavioral finance biases that came into play during the most recent pandemic market cycle and walk away with insights that you can put into practice immediately.
Connect with peers. Explore content. Stay up to date on best practices.
This week, read the APFI White Paper on International Accreditations for Fund Selectors. Get a detailed review of the principal international financial certifications and APFI's recommendations for global fund selectors.
An Overview of the CPWA® Certification with Chicago Booth
This live 30-minute webinar explores what high-net-worth clients are looking for and how you can help them with the education you'll receive in the CPWA® certification program. Join Institute Program Director Mike Kurz, CIMA®, CPWA®, and Chicago Booth Professor Lubos Pastor for this session.
An Overview of the CIMA® Certification with Chicago Booth
Gain confidence in your investment strategies and net new business, even during a recession. Join the Institute’s Program Director, Mike Kurz, CIMA®, CPWA®, and Chicago Booth Professor Kathleen Fitzgerald, as they show you how the CIMA® certification can benefit you and your clients.
An Overview of the RMA® Certification: Winter Challenge
To be an exceptional retirement advisor, you must consider not only the changes to a client's income as they approach or are in retirement but also to their mindset. Join the Institute’s Program Director, Mike Kurz, CIMA®, CPWA®, as he explores what makes the RMA® program different and the process to achieve it.
