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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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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.
Find out more
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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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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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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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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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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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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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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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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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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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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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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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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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.
Find out more
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.
Find out more
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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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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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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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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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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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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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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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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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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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.
Find out more
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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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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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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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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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.
Find out more
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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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.
Find out more
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.
Find out more
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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