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

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. Join special guest Alyssa Yocom, CPWA, CFP, Wealth Manager, Schultz Financial Group, as she discusses her recent certification and how she uses the curriculum in her practice daily. 

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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.

Register Now

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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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Ready to connect with an enrollment counselor about your career goals today?

Fill out the form below and you will be contacted shortly or select a time that is convenient for you.

Reach out to our enrollment counselors:
Gray Bullard, gbullard@i-w.org, 303-529-3704
Kari Estes, kestes@i-w.org, (303) 529-3823

 

Check out our previously recorded introductory webinars

 

CIMA Recorded Webinars CPWA Recorded Webinars RMA Recorded Webinars