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 Director of Programs, Mike Kurz, CIMA®, CPWA®, CFP®, CAIA®, 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: Get Stronger with the of the CIMA Certification - Spotlight on Yale SOM CIMA Program

Monday, April 12, 2021, 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 Director of Programs, Mike Kurz, CIMA®, CPWA®, CFP®, CAIA®, 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

Monday, May 17, 2021, 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 Director of Programs, Mike Kurz, CIMA®, CPWA®, CFP®, CAIA®, 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: Get Stronger with the of the CIMA Certification - Spotlight on Yale SOM CIMA Program

Friday, June 25, 2021, 11 - 11:30am 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 Program Director Mike Kurz, CIMA®, CPWA®, 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

Monday, July 12, 2021, 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 Director of Programs, Mike Kurz, CIMA®, CPWA®, CFP®, CAIA®, 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

Monday, August 16, 2021, 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 Director of Programs, Mike Kurz, CIMA®, CPWA®, CFP®, CAIA®, 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

Friday, September 10, 2021, 11:00 - 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 Director of Programs, Mike Kurz, CIMA®, CPWA®, CFP®, CAIA®, 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

Monday, October 18, 2021, 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 Director of Programs, Mike Kurz, CIMA®, CPWA®, CFP®, CAIA®, 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

Monday, November 1, 2021, 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 Director of Programs, Mike Kurz, CIMA®, CPWA®, CFP®, CAIA®, 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

Friday, December 3, 2021, 11:00 -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 Director of Programs, Mike Kurz, CIMA®, CPWA®, CFP®, CAIA®, 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 Plus Special Guest Tim Steffen, PIMCO Advisor Education

Monday, April 12, 2021, 10:00 - 10:30 am 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. Join us for a bonus overview of President Biden’s Tax Proposals presented by Tim Steffen, CPA/PFS, CFP®, CPWA®, Senior Consultant, PIMCO Advisor Education.

 

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

Monday, May 17, 2021, 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 HNW Clients: An Overview of the CPWA® Certification

Friday, June 25, 2021, 10:00 - 10:30 am 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: Learn How the CPWA® Curriculum can attract your next Client - Spotlight on Yale SOM CPWA® Program

Monday, July 12, 2021, 12:30 - 1 pm ET

The CPWA® certification is even more relevant now given turbulent market conditions. Gain confidence in your private wealth strategies and net new business, even during a recession. Join the Institute’s Director of Programs, Mike Kurz, CIMA®, CPWA®, CFP®, CAIA®, as he shows you how the CPWA® 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 HNW Clients: An Overview of the CPWA® Certification

Monday, August 16, 2021, 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 HNW Clients: An Overview of the CPWA® Certification

Friday, September 10, 2021, 10:00 - 10:30 am 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

Monday, October 18, 2021, 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

Monday, November 1, 2021, 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 HNW Clients: An Overview of the CPWA® Certification

Friday, December 3, 2021, 10:00 - 10:30 am 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

Monday, April 19, 2021, 1:30 - 2 pm EST

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 Director of Programs, Mike Kurz, CIMA®, CPWA®, CFP®, CAIA®, 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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Advanced Advisor Education Workshop: Retirement Income Strategies

Wednesday, May 5, 2021, 1:00 - 3 pm EST

Retirement clients face a unique set of challenges as they approach and enter retirement, and advisors can add significant value by providing a clear roadmap for them.  This workshop is for financial advisors and wealth managers who work with clients approaching or in retirement and will focus more specifically on the decumulation phase of retirement planning. 

Premier CE: 2 CE credit hours for CIMA®, CPWA®, and RMA® certifications
CFP CE: 2 CE credit hours, pending approval.

 

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

Monday, June 14, 2021, 1:30 - 2 pm EST

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

Monday, September 27, 2021, 1:30 - 2 pm EST

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

Monday, December 6, 2021, 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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