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

Wednesday January 22, 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.

View the on-demand recording here.

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

Thursday February 27, 3 - 3:30 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.

View the on-demand recording here.

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

Thursday March 5, 12 pm- 12:30 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.

View the on-demand recording here.

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

Tuesday March 31, 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: Adding Value to HNW Clients: An Overview of the CPWA Certification

Wednesday April 29, 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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Webinar: Adding Value to Investment Management Clients - An Overview of the CIMA Certification

Tuesday May 5, 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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Webinar: Understanding the Retirement Income Mindset: An Overview of the RMA Certification

Thursday June 4, 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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Webinar: Adding Value to HNW Clients: An Overview of the CPWA Certification

Thursday June 18, 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 Investment Management Clients - An Overview of the CIMA Certification

Wednesday July 8, 1:30 pm- 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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Workshop: How to Advance Your Retirement Expertise and Grow Your Business with the RMA Certification

Sunday July 26, 8 - 11 am

New Orleans Marriott, New Orleans (rescheduled from March)

At this complimentary workshop, discover why more advisors are becoming RMA-certified every year. Retirement clients face an uncertain landscape full of challenges, and need competent, insightful advice as they transition from accumulation mode to decumulation. As retirement advisors, you need decision-making frameworks that are actionable, repeatable, and defensible. Join the Investments & Wealth Institute, the organization that brings you the Retirement Management Advisor® (RMA®) certification, for validated, easy-to-implement planning techniques that you can use to showcase your retirement expertise.

Accepted for 3 hrs of CFP®, CIMA®, CPWA®, and RMA® continuing education credits.

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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.

Registration coming soon.

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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: 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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Workshop: The Future of Wealth Management - An Overview of the CIMA Certification

Thursday September 22, Chicago Booth, Chicago

This complimentary six hour classroom workshop focuses on key investment management competencies that define the future of wealth management  and are required to deliver relevant investment consulting advice to individuals and institutions: Investment Policy Development, Performance Measurement and Attribution, Risk Management, Manager Search and Selection and Portfolio Construction.

The content provides attendees with an introduction to the Certified Investment Management Analyst (CIMA) certification curriculum.

Accepted for 6 hrs of CFP®, CIMA®, CPWA®, and RMA® continuing education credits.

Registration coming soon.

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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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Workshop: The Future of Wealth Management - An Overview of the CPWA Certification

Tuesday October 13, New York City

This complimentary six hour classroom training program focuses on the key competencies that define the future of wealth management: Tax planning, Family dynamics, retirement planning, executive compensation, employee stock options, performance measurement, and behavioral finance. Content provides attendees with an introduction to the Certified Private Wealth Advisor (CPWA) certification curriculum.

Accepted for 6 hrs of CFP®, CIMA®,CPWA®, and RMA® continuing education credits.

Registration coming soon.

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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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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.

 

Find out more

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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