Developed by the Investments & Wealth Institute, sponsored by Macquarie Asset Management 12 CE HRS + a certificate
Beyond traditional public market investments, private markets can offer additional diversification to help build wealth and create a unique business advantage for advisors. Because private market investments were historically only available to institutional investors, they are often underutilized in portfolios. This course will guide advisors to gain an intimate knowledge of the space to help educate their clients and provide added value. Take the course now.
International Dividend Stocks—The Overlooked Corner of the Market
Webinar | October 27 @ 4:30 p.m. ET 1 complimentary CE hour
Join GQG Partners portfolio manager, Brian Kersmanc who will share what he views to be important considerations when it comes to selecting international dividend-paying stocks and how they can fit into your broader investment strategies.
Register for an Overview of the CPWA® Certification with a Special Guest
Webinar | October 21 @ 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.
Special guest Jaleigh White, CPWA, Director of Baird Family Wealth, Managing Director, will talk about her experience in the program.
Our enrollment counselors can answer any questions on this live call.
Investments & Wealth Forum NYC: Managing Portfolio Risk
November 29–December 1
In-Person or On-Demand
20-26 Premier CE
Join 30+ Ivy League-quality speakers, cryptocurrency experts and 26 premier CE this holiday season in NYC!
There are three major topic groups at this year's conference around managing portfolio risk including alternatives, portfolio construction and behavioral finance, plus a pre-conference focused on crypto and a Women in Wealth event.
From Chicago Booth Review, IWI Executive Education Partner
Policy makers trying to level the economic playing field need to understand the components of private wealth in order to establish taxes and rates that work as intended.
Alternative Investments: 2021 Survey Shows Advisors Are Open to Increasing Allocations From the Investments & Wealth Monitor
Advisors recognize the benefits of allocating to alternative investments, whether for diversification and downside protection or income; however, barriers remain to their use.
Accelerate Your Career with a CIMA®, CPWA®, or RMA® Designation
Investments & Wealth Foundation scholarships are designed to reduce the barriers to entry and expand the shared perspectives and voices heard throughout our evolving industry. The Foundation scholarship program enables women, diverse professionals, and next-generation leaders to elevate their careers and contribute to our profession.
Signature and Elite Members Receive Complimentary Continuing Education
Did you know that Signature and Elite Institute members receive complimentary continuing education (CE) from our on-demand library? If you are a Signature or Elite member, log in to your Institute dashboard and visit your online learning center to browse our premier, on-demand CE library.
Not a Signature or Elite member?Click here to learn more about the benefits that come with Signature and Elite membership.
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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