CIMA Certification Workshops & Webinars

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

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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Recorded Webinar: An Overview of the CIMA® Certification

Hear from the Institute’s Program Director 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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Recorded Webinar: An Overview of the CIMA® Certification with Yale SOM

Listen to the Institute’s Program Director Mike Kurz, CIMA®, CPWA®, CFP®, with Yale special guest Jim Dobbs, CIMA®, CPWA®, CFP®, as they show you how the CIMA® certification can benefit you and your clients in this live 30-minute webinar.

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Recorded Webinar: An Overview of the CIMA® Certification With Chicago Booth

Listen to the Institute’s Enrollment Counselors Gray Bullard, MBA, and Kari Estes, and Booth Professor Kathleen Fitzgerald, as they discuss the Time Value of Money and how the CIMA curriculum teaches you this application along with much more. There is no CE given for this live 50-minute webinar.

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Webinar: An Overview of the CIMA® Certification

Tuesday, May 24, 2022 11:00 a.m. ET

Join the Institute’s Enrollment Counselors Gray Bullard, MBA, and Kari Estess 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

Friday, June 24, 2022 10:00 a.m. ET

Join the Institute’s Program Enrollment Counselors Gray Bullard, MBA, and Kari Estes, and Chicago Booth Instructor Kathleen Fitzgerald, as they discuss Equity Valuation as part of the CIMA curriculum.

There is no CE available for this 50-minute webinar. 

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Webinar: An Overview of the CIMA® Certification With Chicago Booth

Tuesday, July 12, 2022 10:00 a.m. ET

Join the Institute’s Program Enrollment Counselors Gray Bullard, MBA, and Kari Estes, and Chicago Booth Instructor Kathleen Fitzgerald, as they discuss Calculating Returns - an important component of the CIMA curriculum.

No CE is available for this live 50-minute webinar. 

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Webinar: An Overview of the CIMA® Certification With Yale SOM

Friday, August 19, 2022 11:00 a.m. ET

Join the Institute’s Program Enrollment Counselors Gray Bullard, MBA, and Kari Estes, and Yale special guest Jim Dobbs, CIMA®, CPWA®, CFP® 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

Tuesday, September 27, 2022 10:00 a.m. ET

Join the Institute’s Enrollment Counselors Gray Bullard, MBA, and Kari Estes, with Chicago Booth Professor Kathleen Fitzgerald, as they discuss Portfolio Theory, a fundamental part of the CIMA curriculum. No CE is available for this live 50-minute webinar. 

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Webinar: An Overview of the CIMA® Certification

Friday, October 21, 2022 11:00 a.m. ET

Join the Institute’s Program Enrollment Counselors Gray Bullard, MBA, and Kari Estes, as they review 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

Tuesday, November 8, 2022 10:00 a.m. ET

Join the Institute’s Program Enrollment Counselors Gray Bullard, MBA, and Kari Estes,  and Chicago Booth Professor Kathleen Fitzgerald, as they discuss CAPM and Multifactor Models. There is no CE available for this live 50-minute webinar. 

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Webinar: An Overview of the CIMA® Certification With Chicago Booth

Friday, December 9, 2022 10:00 a.m. ET

Join the Institute’s Program Enrollment Counselors Gray Bullard, MBA, and Kari Estes, and Chicago Booth Professor Kathleen Fitzgerald, as they discuss convertible bonds. There is no CE available for this 50-minute webinar. 

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CPWA Certification Workshops & Webinars

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

Are you prepared to serve your high-net-worth (HNW) clients with the sophisticated strategies that they are seeking from their advisor? 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.

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Recorded Webinar: An Overview of the CPWA® Certification

Hear from the Institute's Program Director Mike Kurz, CIMA®, CPWA®, CFP®, as he shows you how the CPWA® certification can prepare you to better serve your high-net-worth clients.

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Recorded Webinar: An Overview of the CPWA® Certification

Listen to the Institute's Program Director Mike Kurz, CIMA®, CPWA®, CFP®, as he shows you how the CPWA® certification can prepare you to better serve your high-net-worth clients.

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Recorded Webinar: An Overview of the CPWA® Certification

Listen to the Institute's Enrollment Counselors Gray Bullard, MBA, and Kari Estes, as they show you how the CPWA® certification can prepare you to better serve your high-net-worth clients.

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Webinar: An Overview of the CPWA® Certification With Yale SOM

Tuesday, May 24, 2022 12:00 p.m. ET

Join the Institute's Program Enrollment Counselors Gray Bullard, MBA, and Kari Estes, and Yale special guest Jim Dobbs, CPWA, CIMA, CFP, as they show you how the CPWA® certification can prepare you to better serve your high-net-worth clients.

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Webinar: An Overview of the CPWA® Certification with Special Guest

Friday, June 24, 2022 12:00 p.m. ET

Join the Institute's Program Enrollment Counselors Gray Bullard, MBA, and Kari Estes, as they show you how the CPWA® certification can prepare you to better serve your high-net-worth clients. Join special guest Vance Barse, CPWA, AIF, Wealth Strategist and Founder, Your Dedicated Fiduciary.

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Webinar: An Overview of the CPWA® Certification

Tuesday, July 12, 2022 12:00 p.m. ET

Join the Institute's Enrollment Counselors Gray Bullard, MBA, and Kari Estes, as they show you how the CPWA® certification can prepare you to better serve your high-net-worth clients.

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Webinar: An Overview of the CPWA® Certification

Friday, August 19, 2022 12:00 p.m. ET

Join the Institute's Program Enrollment Counselors Gray Bullard, MBA, and Kari Estes, as they show you how the CPWA® certification can prepare you to better serve your high-net-worth clients.

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Webinar: An Overview of the CPWA® Certification

Tuesday, September 27, 2022 12:00 p.m. ET

Join the Institute's Program Enrollment Counselors Gray Bullard, MBA, and Kari Estes, as they show you how the CPWA® certification can prepare you to better serve your high-net-worth clients.

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Webinar: An Overview of the CPWA® Certification with Special Guest

Friday, October 21, 2022 12:00 p.m. ET

Join the Institute's Program Director Enrollment Counselors Gray Bullard, MBA, and Kari Estes, as they show you how the CPWA® certification can prepare you to better serve your high-net-worth clients. Special guest Jaleigh White, CPWA, Director of Baird Family Wealth, Managing Director, will join this session.

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Webinar: An Overview of the CPWA® Certification

Tuesday, November 8, 2022 12:00 p.m. ET With Yale SOM

Join the Institute's Program Enrollment Counselors Gray Bullard, MBA, and Kari Estes, and Yale special guest Jim Dobbs, CPWA®, CIMA®, CFP® as they show you how the CPWA® certification can prepare you to better serve your high-net-worth clients.

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Webinar: An Overview of the CPWA® Certification

Friday, December 9, 2022 12:00 p.m. ET

Join the Institute's Program Enrollment Counselors Gray Bullard, MBA, and Kari Estes, as they show you how the CPWA® certification can prepare you to better serve your high-net-worth clients.

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RMA Certification Workshops & Webinars

Recorded Webinar: An Overview of the RMA® Certification

Listen to 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.

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Recorded Webinar: An Overview of the RMA® Certification

Listen to the Institute's Enrollment Counselors Gray Bullard, MBA, and Kari Estes, as they explore what makes the RMA® program different and the process to achieve it in this live 30-minute webinar.

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Webinar: Special RMA Capstone Presentation

Thursday, April 7th, 2022, 2:00 p.m. ET

Join this informational 30-minute session about the RMA capstone taking place May 16-18 in Nashville. Join Program Director Mike Kurz, CIMA, CPWA, CFP, and RMA instructor Bob Powell, CFP, to learn more about the RMA certification and details about the executive education portion of the designation.

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Webinar: An Overview of the RMA® Certification With a Special Guest

Tuesday, May 24, 2022 1:00 p.m. ET

Join the Institute's ProgramEnrollment Counselors Gray Bullard, MBA, and Kari Estes, host special guest Mike Kurz, Insitute Program Director, CIMA®, CPWA®, CFP®, as he explores what makes the RMA® program different and the process to achieve it in this live 30-minute webinar.

 

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Webinar: An Overview of the RMA® Certification With a Special Guest

Friday, June 24, 2022 1:00 p.m. ET

Join the Institute's Program Director Enrollment Counselors Gray Bullard, MBA, and Kari Estes,  with special guest Dana Anspach, CFP®, RMA®, founder and chief executive officer of Sensible Money, LLC, as they explore what makes the RMA® program different and the process to achieve it in this live 30-minute webinar.

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Webinar: An Overview of the RMA® Certification With a Special Guest

Tuesday, July 12, 2022 1:00 p.m. ET

Join the Institute's Program Enrollment Counselors Gray Bullard, MBA, and Kari Estes, and Marcia Mantell, founder of Mantell Retirement Consulting, and RMA faculty, as they explore what makes the RMA® program different and the process to achieve it in this live 30-minute webinar.

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Webinar: An Overview of the RMA® Certification With a Special Guest

Friday, August 19, 2022 1:00 p.m. ET

Join the Institute's ProgramEnrollment Counselors Gray Bullard, MBA, and Kari Estes, with special guest Mike Kurz, Institute Program Director,  CIMA®, CPWA®, CFP®, as he explores what makes the RMA® program different and the process to achieve it in this live 30-minute webinar.

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Webinar: An Overview of the RMA® Certification With a Special Guest

Tuesday, September 27, 2022 1:00 p.m. ET

Join the Institute's Enrollment Counselors Gray Bullard, MBA, and Kari Estes, with special guest Mike Kurz, Institue Program Director, CIMA®, CPWA®, CFP®, as he explores what makes the RMA® program different and the process to achieve it in this live 30-minute webinar.

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Webinar: An Overview of the RMA® Certification With a Special Guest

Friday, October 21, 2022 1:00 p.m. ET

Join the Institute's Enrollment Counselors Gray Bullard, MBA, and Kari Estes,  with special guest Institute 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.

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Webinar: An Overview of the RMA® Certification With a Special Guest

Tuesday, November 8, 2022 1:00 p.m. ET

Join the Institute's Enrollment Counselors Gray Bullard, MBA, and Kari Estes, with special guest Dana Anspach, CFP®, RMA®, founder and chief executive officer of Sensible Money, LLC, as they explore what makes the RMA® program different and the process to achieve it in this live 30-minute webinar.

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Webinar: An Overview of the RMA® Certification With a Special Guest

Friday, December 9, 2022 1:00 p.m. ET

Join the Institute's Enrollment Counselors Gray Bullard, MBA, and Kari Estes, with special guest Bob Powell, RMA faculty, as they explore what makes the RMA® program different and the process to achieve it in this live 30-minute webinar.

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