A round up of articles & events to further your professional development
Medicare Planning
Exceptional Advisor Podcast
Jeng Chiu, JD, CFP®, Vice President and Director of National Sales Consulting with Delaware Life Marketing, discusses the intricacies of Medicare planning and the situations surrounding it.
Deadline Extended!December 31 is the Last Deadline in 2022 to Apply for the CPWA®
Certification
If you want to set yourself apart in 2023 with a certification that distinguishes you to your clients and firm, the CPWA® certification can be the leverage you need.
Focused on the unique needs of high-net-worth (HNW) and ultra-high-net-worth (UHNW) clients, the certification teaches you the repeatable and actionable strategies you need to proactively help your clients—from closely held business owners to wealth transfer issues to charitable giving policies.
You can get started with Chicago Booth this December and earn your certification in about six to nine months.
Webinar December 15 @ 4:30 p.m. ET 1 complimentary CE hour
As the Fed attempts to tame raging inflation with aggressive rate hikes, the economy remains in the crosshairs. Tighter financial conditions, in response to elevated inflation, likely will take a toll on consumer spending and corporate sentiment. Accordingly, we believe a recession is the most likely economic outcome within the next few quarters.
Join Balaji Venkataraman, client portfolio manager for American Century Investments as he discusses their market outlook.
Register for an Overview of the CPWA® Certification
Webinar
December 9 @ 12:00 p.m. ET
Join the Institute's Program Enrollment Counselors Gray Bullard, MBA, and Kari Estes, as they show you how the CPWA® certification can prepare you to better serve your high-net-worth clients.
Are you proactively guiding your clients around saving for their families’ college financing? Are you up to date on student loan planning? Take the College and Student Loan Planning Essentials course to become more knowledgeable in the areas of education funding, financial aid planning and student loan advising.
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.
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.
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