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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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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®, and Yale's CIMA® Program Director Jim Dobbs, CIMA®, CFP®, CPWA®, as they show 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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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 Program Director Mike Kurz, CIMA®, CPWA®, and Chicago Booth Professor Kathleen Fitzgerald as they show 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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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®, and Chicago Booth Professor Kathleen Fitzgerald, as they show 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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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.
Find out more
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 Program Director Mike Kurz, CIMA®, CPWA®, and Chicago Booth Professor Kathleen Fitzgerald as they show 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.
Find out more
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 Program Director Mike Kurz, CIMA®, CPWA®, and Chicago Booth Professor Kathleen Fitzgerald as they show 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.
Find out more
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 Program Director Mike Kurz, CIMA®, CPWA®, and Dr. Nathan Harness, Professor at Texas A&M University and Massi De Santis, Ph.D., CFP®, Financial Planner, as they show 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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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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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. Join Institute Program Director Mike Kurz, CIMA®, CPWA® and Chicago Booth Professor Merle Erickson for this session. Continuing Education credit (CE) is not available for this overview.
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Monday, July 12, 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. Join Institute Program Director Mike Kurz, CIMA®, CPWA®, and Yale's CIMA® Program Director Jim Dobbs, CIMA®, CFP®, CPWA®, for this session. Continuing Education credit (CE) is not available for this overview.
Find out more
Monday, August 16, 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. Join Institute Program Director Mike Kurz, CIMA®, CPWA® for this session and learn more about CPWA® Intensive Live in Austin, TX. Continuing Education credit (CE) is not available for this overview.
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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. Join Institute Program Director Mike Kurz, CIMA®, CPWA® and Tim Steffen, CFP®, CPWA®, Senior Education Advisor, PIMCO, for this session. Continuing Education credit (CE) is not available for this overview.
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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. Join Institute Program Director Mike Kurz, CIMA®, CPWA® and Chicago Booth Professor, Lubos Pastor, for this session. Continuing Education credit (CE) is not available for this overview.
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Monday, November 1, 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.
Find out more
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.
Find out more
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.
Find out more
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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Wednesday, August 4, 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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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.
Find out more
Wednesday, November 17, 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.
Find out more
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.
Find out more
