Surviving Market Volatility w/Bill Feakes

Exceptional Advisor Podcast

New York Life Retail Annuities Regional VP Bill Feakes discusses market volatility, helping investors keep things in perspective and building retirement strategies to manage through economic uncertainty.

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Earn the Certified Private Wealth Advisor^®(CPWA^®) Certification in 2023

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.

Get started with the Yale School of Management at any time or apply with The University of Chicago Booth School of Business by February 22.

Apply Now

Register for an Overview of the CPWA^® Certification

Webinar

January 11 @ 1:00 p.m. ET

Join the Institute's Program Enrollment Counselors Gray Bullard, MBA, and Kari Estes, as they show you how the Certified Private Wealth Advisor^® certification can prepare you to better serve your high-net-worth clients.

Register Now

College and Student Loan Planning Essentials

NEW Certificate Program
15 Premier CE Hours

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.

Learn More

Editors' Picks

How Can We Calculate the U.S.’s Greatest Fortunes?

From Chicago Booth Review, IWI Executive Education Partner

Figuring out just how wealthy the ultrawealthy are is a tricky, and important, task.

Net Unrealized Appreciation: A Retirement Distribution Strategy to Reduce Taxes
From the Investments & Wealth Monitor

Employer stock may be treated differently from other retirement plan account assets under the net unrealized appreciation election.

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Support the Investments & Wealth Foundation

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.

Make a Gift

The 2023 T3/Inside Information Technology Survey is Now Open for Participation

Take a moment to complete the
15-minute survey

This annual survey for financial advisors is designed to gain feedback about the components in your software suite and provide guidance about today’s complex technology. Results and full analysis will be made available to all participants. Please take a moment to complete the 15-minute survey so that Institute members are well represented.

Take the Survey

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