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

Tuesday, January 25, 2022 11:00 a.m. ET

Join 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 live 30-minute webinar.

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Webinar: An Overview of the CIMA® Certification

Friday, February 18, 2022 11:00 a.m. ET

Join 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 live 30-minute webinar.

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Webinar: An Overview of the CIMA® Certification

Tuesday, March 15, 2022 11:00 a.m. ET

Join 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 live 30-minute webinar.

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Webinar: An Overview of the CIMA® Certification

Friday, April 22, 2022 11:00 a.m. ET

Join 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 live 30-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 Program Director Mike Kurz, CIMA®, CPWA®, CFP®, as he shows 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

Friday, June 24, 2022 11:00 a.m. ET

Join 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 live 30-minute webinar.

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Webinar: An Overview of the CIMA® Certification

Tuesday, July 12, 2022 11:00 a.m. ET

Join 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 live 30-minute webinar.

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Webinar: An Overview of the CIMA® Certification

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

Join 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 live 30-minute webinar.

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Webinar: An Overview of the CIMA® Certification

Tuesday, September 27, 2022 11:00 a.m. ET

Join 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 live 30-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 Director Mike Kurz, CIMA®, CPWA®, CFP®, as he shows 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

Tuesday, November 8, 2022 11:00 a.m. ET

Join 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 live 30-minute webinar.

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Webinar: An Overview of the CIMA® Certification

Friday, December 9, 2022 11:00 a.m. ET

Join 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 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 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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Webinar: An Overview of the CPWA® Certification

Tuesday, January 25, 2022 12:00 p.m. ET

Join 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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Webinar: An Overview of the CPWA® Certification

Friday, February 18, 2022 12:00 p.m. ET

Join 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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Webinar: An Overview of the CPWA® Certification

Tuesday, March 15, 2022 12:00 p.m. ET

Join 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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Webinar: An Overview of the CPWA® Certification

Friday, April 22, 2022 12:00 p.m. ET

Join 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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Webinar: An Overview of the CPWA® Certification

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

Join 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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Webinar: An Overview of the CPWA® Certification

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

Join 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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Webinar: An Overview of the CPWA® Certification

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

Join 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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Webinar: An Overview of the CPWA® Certification

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

Join 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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Webinar: An Overview of the CPWA® Certification

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

Join 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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Webinar: An Overview of the CPWA® Certification

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

Join 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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Webinar: An Overview of the CPWA® Certification

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

Join 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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Webinar: An Overview of the CPWA® Certification

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

Join 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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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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Webinar: An Overview of the RMA® Certification

Tuesday, January 25, 2022 1:00 p.m. ET

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.

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Webinar: An Overview of the RMA® Certification

Friday, February 18, 2022 1:00 p.m. ET

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.

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Webinar: An Overview of the RMA® Certification

Tuesday, March 15, 2022 1:00 p.m. ET

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.

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Webinar: An Overview of the RMA® Certification

Friday, April 22, 2022 1:00 p.m. ET

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.

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Webinar: An Overview of the RMA® Certification

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

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.

 

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Webinar: An Overview of the RMA® Certification

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

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.

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Webinar: An Overview of the RMA® Certification

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

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.

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Webinar: An Overview of the RMA® Certification

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

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.

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Webinar: An Overview of the RMA® Certification

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

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.

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Webinar: An Overview of the RMA® Certification

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

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.

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Webinar: An Overview of the RMA® Certification

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

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.

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Webinar: An Overview of the RMA® Certification

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

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.

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