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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®, as he shows you how the CIMA® certification can benefit you and your clients in this 30-minute webinar.
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On-Demand Recording
Join the Institute’s Program Director Mike Kurz, CIMA®, CPWA®, CFP®, and Chicago Booth Professor, Kathleen Fitzgerald, as they show you how the CIMA® certification can benefit you and your clients in this 30-minute webinar.
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On-Demand Recording
Join Mike Kurz, CPWA®, CIMA®, CFP®, CAIA, Director of Programs for the Investments & Wealth Institute as he discusses earning the CIMA certification through Yale School of Management.
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On-Demand Recording
Join the Institute’s Director of Programs, Mike Kurz, CIMA®, CPWA®, CFP®, and Chicago Booth Professor, Kathleen Fitzgerald, as they show you how the CIMA® certification can benefit you and your clients in this 30-minute webinar.
Find out more
On-Demand Recording
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.
Find out more
On-Demand Recording
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.
Find out more
On-Demand Recording
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.
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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.
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On-Demand Recording
Join Institute Program Director Mike Kurz, CIMA®, CPWA® and Chicago Booth Professor Merle Erickson for this 30-minute webinar that explores what HNW clients are looking for and how you can help them with the education you'll receive in the Chicago Booth CPWA® certification program.
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On-Demand Recording
This 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. Including 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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On-Demand Recording
Join Institute Program Director Mike Kurz, CIMA®, CPWA®, CFP®, and Yale's CIMA® Program Director Jim Dobbs, CIMA®, CFP®, CPWA®, for this 30-minute webinar that explores what HNW clients are looking for and how you can help them with the education you'll receive at the Yale SOM in the CPWA® certification program.
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On-Demand Recording
Join Institute Program Director Mike Kurz, CIMA®, CPWA®, CFP®, and Tim Steffen, CFP®, CPWA®, CFA, Director of Tax Planning, Baird, for this 30-minute webinar that explores what HNW clients are looking for and how you can help them with the education you'll receive in the CPWA® certification program.
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On-Demand Recording
Join Institute Program Director Mike Kurz, CIMA®, CPWA®, and Chicago Booth Professor, Lubos Pastor, in this 30-minute webinar that explores what HNW clients are looking for and how you can help them with the education you'll receive in the CPWA® certification program.
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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 Program Director, Mike Kurz, CIMA®, CPWA®, CFP®, as he explores what makes the RMA® program different and the process to achieve it in this 30-minute webinar.
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