A round up of articles & events to further your professional development
NEW! Want to Become a Fiduciary Specialist?
Attend the Broadridge Fi360 Solutions Webinar
Thursday, Nov. 11 @ 1:00 p.m. ET
Broadridge Fi360 Solutions works as your partner for fiduciary excellence. During this webinar, you will gain a thorough overview of the highly respected Accredited Investment Fiduciary® (AIF®) Designation and learn about training opportunities to help you prepare. You will also get an inside look at the technology that helps you comfortably and efficiently implement a prudent investment process for all your clients.
When we invest, we forecast the future. Indeed, returns and risks are forecastable enough that quantitative models, combined with judgment, can add significant value. However, one of the most vexing problems in investment management is that diversification seems to disappear when investors need it the most. Learn what you can do to get ahead of the curve.
NEW Session! Customizing Portfolio Management to Better Meet Comprehensive Wealth Planning Goals
Investment Advisor Forum Dec. 7-8, 2021 Livestream + On-Demand
Learn from Ted Cox, CFA®, CFP®, CPWA®, at the Investment Advisor Forum. In this session, you will learn more about understanding biases and overcoming them to meet your long-term goals and objectives. Furthermore, City National Rochdale will touch on the value of combining portfolio construction and active management with Goals-Based Investing to increase the probability of reaching client goals.
NEW! Register for an Overview of the CPWA® Certification
Dec. 3 | 10:00 a.m. ET
Are you prepared to serve your high-net-worth (HNW) clients with the sophisticated strategies that they are seeking from their advisor? This live 30-minute webinar explores what HNW 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®, CFP®, for this session.
NEW! Earn Your CPWA® Certification with Chicago Booth
Deadline: Dec. 17, 2021
Apply for the CPWA® certification this year before costs go up Jan. 1, 2022.
When you choose the CPWA® certification with Chicago Booth, you'll be led by a team of top Chicago Booth faculty and experienced practitioners who are dedicated to providing a thorough and rigorous education for CPWA® certification.
With plenty of political uncertainty around the presidential administration, advisors can provide significant value by educating clients and providing clear strategic guidance. Hear the scoop on the latest tax legislation and proposals that will impact wealthy clients.
Robert Powell, the editor of the Retirement Daily at TheStreet interviews Jennifer Risher, author of We Need to Talk, on an experience that millions share but no one discusses: what it's like to be rich. Risher, who joined Microsoft in 1991 and “got lucky”, talks about the hidden impact of wealth on identity, relationships, and sense of place in the world and what advisors need to know when dealing with wealthy clients.
Retirement planning must be a client-centric process and address the unique mindsets retirees face as they transition from accumulation to decumulation. Drawn from the RMA® curriculum, this event highlights practical frameworks for developing a Household Balance Sheet™ as the center of a financial plan, mitigating retirement risk, and goals-based portfolio construction.
It is predicted that the wealth management industry will transform over the next decade, and advisors will need to evolve their practice to meet client's goals. Wealth advisors will need to anticipate changes and adapt their practices to respond to the every-changing wealth management landscape.
This self-paced course focuses on the specific needs of HNW clients in five core areas: tax strategies, portfolio management, asset protection and risk management, charitable giving, and estate planning. Each of these areas is examined in conjunction with the needs of three different HNW client profiles: the executive, the closely held business owner, and the retirement client.
Learn more about the Certified Private Wealth Advisor® (CPWA®) certification, including costs, time commitment, education providers, core body of knowledge and more!
Attend the next webinar, An Overview of the CPWA®, on Dec. 3 at 10:00 a.m. ET.
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