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.

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Webinar: An Overview of the CIMA® Certification with Chicago Booth - Focus on Performance Measurement

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 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.

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Webinar: Intro to Yale's Online CIMA® Course, An Overview of the CIMA® Certification

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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Webinar: An Overview of the CIMA® Certification with Chicago Booth - Focus on Measuring Risk

Monday, August 16, 2021, 1:30 - 2:00 p.m. E.T.

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

Friday, September 10, 2021, 11:00 - 11:30 a.m. E.T.

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: An Overview of the CIMA® Certification with Chicago Booth - Focus on Bond Pricing and Duration

Monday, October 18, 2021, 1:30 - 2:00 p.m. E.T.

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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Webinar: An Overview of the CIMA® Certification with Chicago Booth - A focus on Socially Responsible Investing

Monday, November 1, 2021, 1:30 - 2:00 p.m. E.T.

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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Webinar: An Overview of the CIMA® Certification - Perspectives on the Risk Assessment Process

Friday, December 3, 2021, 11:00 -11:30 a.m. E.T.

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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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: Get to Know Chicago Booth School of Business, 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. Join Institute Program Director Mike Kurz, CIMA®, CPWA® and Chicago Booth Professor Merle Erickson for this session.

 

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Webinar: Learn How the CPWA® Curriculum Can Attract your Next Client - Spotlight on Yale SOM CPWA® Program

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. Join Institute Program Director Mike Kurz, CIMA®, CPWA®, and Yale's CIMA® Program Director Jim Dobbs, CIMA®, CFP®, CPWA®, for this session.

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Webinar: An Overview of the CPWA® Certification - Wealth Management Accelerator Program

Monday, August 16, 2021, 12:30 - 1:00 p.m. E.T.

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 Wealth Management Accelerator Program in Austin, TX. 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 with PIMCO

Friday, September 10, 2021, 10:00 - 10:30 a.m. E.T.

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

Monday, October 18, 2021, 12:30 - 1:00 p.m. E.T.

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

Monday, November 1, 2021, 12:30 - 1:00 p.m. E.T.

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 a.m. E.T.

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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Workshop: Advanced Advisor Education Workshop: Retirement Income Strategies

Wednesday, August 4, 2021, 1:00 - 3:00 p.m. E.T.

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

Friday, September 10, 2021, 12:00 - 12:30 p.m. E.T.

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 live 30 minute webinar. Continuing Education credit (CE) is not available for this overview.

 

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Workshop: Advanced Advisor Education Workshop: Retirement Income Strategies

Wednesday, November 17, 2021, 1:00 - 3:00 p.m. E.T.

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, December 6, 2021, 1:30 - 2:00 p.m. E.T.

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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