Diversity, Equity & Inclusion Summer Webinar Series
Corporate Efforts in Diversity, Equity & Inclusion:
Top Down + Grassroots = Change
Webinar | June 14 @ 4:30 p.m. ET 1 complimentary CE hour
One of the clear truths that has emerged about DEI change efforts is that “change must start at the top.” And while this is true, it is also the case that often the most pervasive change efforts start at the advisor-level and rise throughout an organization. Hear from this panel of experts about a variety of successful DEI programs using both approaches: top-down corporate change programs and programs that started at the grassroots level.
The Future of Wealth Management: Tomorrow’s Multi-Competency, Multi-Gender, Multi-Generational & Multi-Cultural Wealth Management Team
Webinar | July 28 @ 4:30 p.m. ET
1 complimentary CE hour
2022 client research conducted by the Investments & Wealth Institute shows that clients expect wealth management teams to deliver services through a diverse team that reflects a mix of professionals who are multi-competency, multi-gender, multi-generational and multi-cultural. The ethics and expertise required of wealth management professionals continue to evolve, and there are more programs than ever to help underrepresented practitioners to enhance their knowledge, skills and abilities. After a short research presentation highlighting these trends in the delivery of wealth management services, a panel of volunteers will discuss the future of the profession.
Register for an Overview of the CPWA® Certification
Webinar | July 12 @ 12 p.m. ET
Learn how the CPWA® certification can benefit you and your clients in this live 30-minute webinar. Join Institute Enrollment Counselors Gray Bullard, MBA, and Kari Estes for this informative webinar.
They will cover educational providers, costs, curriculum, time commitment, resources, practical application and more.
Our enrollment counselors can answer any questions on this live call.
The Certified Private Wealth Advisor® (CPWA®) certification has been accredited by the ANSI National Accreditation Board (ANAB). Accreditation was granted after evaluation by ANAB against their standards on the processes required to earn and maintain the CPWA® certification. This means that the designation successfully demonstrates that the certification’s requirements, policies and procedures are fair, objective, open and transparent.
To meet the rigorous accreditation standard for personnel certifications, the Institute demonstrated its adherence to nearly 120 individual standards, including those that can be summarized in the following broad categories:
Independence
Impartiality
Transparency
Accountability
Continuous quality improvement
Now is the time to earn a certification you can trust that will set you apart!
Delaware Life Marketing's Val Sender, Associate Director, and Jeng Chiu, Vice President of National Sales Consulting, answer the most common questions they receive from financial advisors and address the most common Social Security myths.
The Investments & Wealth Foundation's mission is to accelerate the 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.
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.
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