Investments & Wealth Institute has made the difficult decision to cancel ACE 2020 Boston: The Exceptional Advisor conference. We are offering our registrants four options:
* BONUS VALUE FOR REGISTRATION TRANSFERS TO A 2020 CONFERENCE OR ONLINE COURSE: We appreciate your continued support of our association during this turbulent time. As a thank you, those who transfer to a 2020 offering will automatically receive access to ACE Unplugged when it becomes available this spring. ACE Unplugged will feature our most anticipated, top-rated speakers of ACE 2020 Boston and will cover a mix of investment, wealth, retirement, and practice management topics. The package will include approximately 10 hours of education that will qualify for premier continuing education (CE) credit for CIMA®, CPWA®, RMA®, and CFP® certifications, including 1 Institute tax/regulation hour and 1 Institute ethics hour.
Step 1: Read the descriptions below of the live conferences and online courses to which you may transfer your original ACE 2020 Boston registration. Then, click the "Transfer Registration" button to inform us of your choice.
Join 300+ advisors who share your desire to incorporate the latest research in the field of behavioral finances into their practices.
Interact with 200+ advisors looking for solutions to today's challenges across a breadth of financial industry knowledge areas.
Join 400+ thought leaders to learn wealth management techniques from industry powerhouses and game changers.
Gather with 300+ advisors to learn holistic retirement planning strategies from leading finance, wellness, and healthcare experts.
Come together at the epicenter of change. Join 1500+ advisors at our 3.5 day flagship event to learn from industry visionaries, Ivy League academics, and noted authors.
Additional Conference Details To Come
In the investing world, not acting on emotion is paramount. The self-paced, online course Applied Behavioral Finance gives advisors the tools to understand and properly navigate their clients' roller coaster of emotions and unspoken biases toward investing, as well as their own. Learn from notable experts at leading business schools, including Dan Ariely, PhD, Andrew W. Lo, PhD, and Tobias Moskowitz, PhD, and more.
Learn advanced methods for institutional investment consulting for endowments and foundations clients. Industry expert Scott Thayer, CIMA®, shares his 35 years of experience on the unique dynamics of advising non-profit clients, key principles of successful consulting and investment management, and best practices for maintaining rewarding relationships.
Introduce yourself to the essentials of working with private wealth clients. This self-paced course focuses on the specific needs of high-net-worth (HNW) clients in five core areas:
Each of these areas is examined in conjunction with the needs of HNW clients fitting three different profiles: executives, closely-held business owners, and retirement.
Become a master of the retirement planning advisory process. The Retirement Management Advisor, Level 1 online course provides practical tools, techniques, and methodologies that help you build custom retirement income plans that mitigate clients' risks and satisfy their retirement needs. The online course can stand alone, or you can choose to use it as a single step in the pursuit to obtaining the Retirement Management Advisor (RMA) credential.
NOTE: You will be asked to provide your Institute ID during this step. To locate your ID: 1) Log in to the Investments & Wealth Institute website, 2) Click "Dashboard" in the upper right corner, and 3) locate your ID in the "My Info" box on the right side of the page.
Step 2: A staff member will process your transfer request within 14 business days.
Step 3: At the time the transfer is processed you will receive a confirmation email with details regarding your new conference selection, or with instructions for immediately accessing your online course selection. Please email email@example.com if you do not receive confirmation within 14 business days.
Step 4: If you transferred to a 2020 conference or an online course, you will automatically receive an email with instructions for accessing ACE Unplugged, anticipated release late spring 2020.
Though we appreciate your continued support, full refunds are also available. Please click here to submit your refund request. Refunds are processed within 14 business days. NOTE: You will be asked to provide your Institute ID during this step. To locate your ID: 1) Log in to the Investments & Wealth Institute website, 2) Click "Dashboard" in the upper right corner, and 3) locate your ID in the "My Info" box on the right side of the page.