CIMA Certification 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®, as he shows you how the CIMA® certification can benefit you and your clients in this 30-minute webinar.

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

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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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

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. 

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

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.

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

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.

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

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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CPWA Certification 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.

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Webinar: Get to Know Chicago Booth School of Business, An Overview of the CPWA® Certification

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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Webinar: Adding Value to HNW Clients: An Overview of the CPWA® Certification Plus Special Guest Tim Steffen, PIMCO Advisor Education

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

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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Webinar: CPWA® Certification Overview: Adding Value Through Executive Compensation Planning

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

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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RMA Certification 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 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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