CIMA Certifications Workshops & Webinars

Webinar: Adding Value to Investment Management Clients - An Overview of the CIMA Certification

On-Demand Recording

The CIMA® certification is even more relevant now given turbulent market conditions. Gain confidence in your investment strategies and net new business, even during a recession. Join the Institute’s Chief Learning Officer, Devin Ekberg, CIMA®, CPWA®, CFA®, as he shows you how the CIMA® certification can benefit you and your clients in this live 30-minute webinar. Continuing Education credit (CE) is not available for this overview.

View the on-demand recording here.

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Webinar: Adding Value to Investment Management Clients - An Overview of the CIMA Certification

Friday October 2, 11 - 11:30 am ET

The CIMA® certification is even more relevant now given turbulent market conditions. Gain confidence in your investment strategies and net new business, even during a recession. Join the Institute’s Chief Learning Officer, Devin Ekberg, CIMA®, CPWA®, CFA®, as he shows you how the CIMA® certification can benefit you and your clients in this live 30-minute webinar. Continuing Education credit (CE) is not available for this overview.

 

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Webinar: Adding Value to Investment Management Clients - An Overview of the CIMA Certification

Tuesday December 1, 1:30 - 2 pm ET

The CIMA® certification is even more relevant now given turbulent market conditions. Gain confidence in your investment strategies and net new business, even during a recession. Join the Institute’s Chief Learning Officer, Devin Ekberg, CIMA®, CPWA®, CFA®, as he shows you how the CIMA® certification can benefit you and your clients in this live 30-minute webinar. Continuing Education credit (CE) is not available for this overview.

 

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CPWA Workshops & Webinars

Webinar: Adding Value to HNW Clients: An Overview of the CPWA Certification

On-Demand Recording

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. Continuing Education credit (CE) is not available for this overview.

View the on-demand recording here.

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Webinar: Adding Value to HNW Clients: An Overview of the CPWA Certification

Thursday August 13, 12:30 - 1 pm 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. Continuing Education credit (CE) is not available for this overview.

 

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Webinar: Adding Value to HNW Clients: An Overview of the CPWA Certification

Tuesday, October 20, 1:30 - 2 pm 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. Continuing Education credit (CE) is not available for this overview.

 

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RMA Workshops & Webinars

Webinar: Understanding the Retirement Income Mindset: An Overview of the RMA Certification

On-Demand Recording

To be an exceptional retirement advisor, you must consider not only the changes to a client's income as they approach or are in retirement, but also to their mindset. Join the Institute’s Chief Learning Officer, Devin Ekberg, CIMA®, CPWA®, CFA®, as he explores what makes the RMA program different and the process to achieve it in this live 30 minute webinar. Continuing Education credit (CE) is not available for this overview.

View the on-demand recording here.

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Webinar: Understanding the Retirement Income Mindset: An Overview of the RMA Certification

Wednesday August 5, 1:30 - 2 pm ET

To be an exceptional retirement advisor, you must consider not only the changes to a client's income as they approach or are in retirement, but also to their mindset. Join the Institute’s Chief Learning Officer, Devin Ekberg, CIMA®, CPWA®, CFA®, as he explores what makes the RMA program different and the process to achieve it in this live 30 minute webinar. Continuing Education credit (CE) is not available for this overview.

 

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Webinar: Understanding the Retirement Income Mindset: An Overview of the RMA Certification

Wednesday September 2, 1:30 - 2 pm ET

To be an exceptional retirement advisor, you must consider not only the changes to a client's income as they approach or are in retirement, but also to their mindset. Join the Institute’s Chief Learning Officer, Devin Ekberg, CIMA®, CPWA®, CFA®, as he explores what makes the RMA program different and the process to achieve it in this live 30 minute webinar. Continuing Education credit (CE) is not available for this overview.

 

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Webinar: Understanding the Retirement Income Mindset: An Overview of the RMA Certification

Thursday November 5, 12:30 - 1 pm ET

To be an exceptional retirement advisor, you must consider not only the changes to a client's income as they approach or are in retirement, but also to their mindset. Join the Institute’s Chief Learning Officer, Devin Ekberg, CIMA®, CPWA®, CFA®, as he explores what makes the RMA program different and the process to achieve it in this live 30 minute webinar. Continuing Education credit (CE) is not available for this overview.

 

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