A round up of articles & events to further your professional development
Tax Efficient Drawdown Strategies for Investment Advisors
Exceptional Advisor Podcast
Schyler Adams, a representative from Allianz Life Insurance, joins Robert Powell for a thought-provoking conversation exploring the interplay between fintech and annuities in the realm of financial planning.
Do You Have the Tax Knowledge to Advise Clients on Complex Compensation Structures?
This is where the CPWA® certification comes in.
A large portion of your clients' compensation could come from stock options, and as their trusted advisor, you need to have advanced tax knowledge, which is where the Certified Private Wealth Advisor® (CPWA®) certification comes in.
Gain the technical knowledge you need, including:
The length of time clients have to hold stock options
How to develop a systematic process to analyze the wide spectrum of equity compensation benefits
How to create diversified, tax-efficient strategies
10 Things to Watch in Crypto: The Outlook for an Evolving Asset Class in 2023
Webinar
March 2 @ 12:30 p.m. ET
1 Complimentary CE Hour
In this one-hour webinar, Bitwise CIO Matt Hougan and Crypto Research Analyst Juan Leon will share the top 10 crypto trends that they’re watching in 2023. These include:
Register for an Overview of the CPWA® Certification
Webinar
March 15 @ 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.
At ACE Academy 2023, you can create your own experience by attending private wealth-focused sessions during breakouts and super sessions. Speakers such as Steve Siegel will share their insights through our private wealth advice track.
The Surprising Science of Meetings Exceptional Advisor Podcast
Dr. Steven Rogelberg, Chancellor’s Professor at UNC Charlotte and the author of The Surprising Science of Meetings, offers proven practices and techniques that help managers and employees enhance the quality of their meetings.
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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