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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.
Register NowTuesday, 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.
Register NowFriday, 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.
Register NowTuesday, 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.
Register NowFriday, 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.
Register Now
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.
Register Now
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.
Register Now
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.
Register NowTuesday, 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.
Register NowFriday, 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
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.
Register NowTuesday, 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.
Register NowFriday, 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.
Register NowTuesday, 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.
Register NowFriday, 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.
Register NowCheck out our previously recorded introductory webinars
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