cima-flag-2
 
 

Webinar: An Overview of the CIMA® Certification with Chicago Booth Instructor

Wednesday, March 22, 2023 11:00 a.m. ET

Join the Institute’s Program Enrollment Counselors Gray Bullard, MBA, and Kari Estes and special guest Kathleen Fitzgerald, Instructor, Chicago Booth, as they discuss tax-aware investment strategies and the benefits of earning the Certified Investment Management Analyst® certification. There is no CE for this webinar.

Register Now
 

 

Webinar: An Overview of the CIMA® Certification with Chicago Booth Instructor

Wednesday, May 10, 2023 11:00 a.m. ET

Join the Institute’s Program Enrollment Counselors Gray Bullard, MBA, and Kari Estes, and special guest Kathleen Fitzgerald, Instructor, Chicago Booth, as they discuss internal investing and foreign exchange rates and the benefits of earning the Certified Investment Management Analyst® certification. There is no CE for this webinar.

Register Now
 

 

Webinar: An Overview of the CIMA® Certification with Chicago Booth Instructor

Wednesday, July 19, 2023 11:00 a.m. ET

Join the Institute’s Program Enrollment Counselors Gray Bullard, MBA, and Kari Estes, and special guest Kathleen Fitzgerald, Instructor, Chicago Booth, as they discuss adding leverage to a portfolio and the benefits of earning the Certified Investment Management Analyst® certification. There is no CE for this webinar.

Register Now
 

 

Webinar: An Overview of the CIMA® Certification

Wednesday, August 23, 2023 11:00 a.m. ET

Join the Institute’s Program Enrollment Counselors Gray Bullard, MBA, and Kari Estes as they discuss the benefits of earning the Certified Investment Management Analyst® certification. There is no CE for this webinar.

Register Now
 

 

Webinar: An Overview of the CIMA® Certification with Chicago Booth Instructor

Wednesday, October 11, 2023 11:00 a.m. ET

Join the Institute’s Program Enrollment Counselors Gray Bullard, MBA, and Kari Estes, and special guest Kathleen Fitzgerald, Instructor, Chicago Booth, as they discuss measuring risk and the benefits of earning the Certified Investment Management Analyst® certification. There is no CE for this webinar.

Register Now
 

 

Webinar: An Overview of the CIMA® Certification

Wednesday, December 13, 2023 11:00 a.m. ET

Join the Institute’s Program Enrollment Counselors Gray Bullard, MBA, and Kari Estes as they discuss the benefits of earning the Certified Investment Management Analyst® certification. There is no CE for this webinar.

Register Now
cpwa-flag-2

 

 

Webinar: An Overview of the CPWA® Certification

Wednesday, March 22, 2023 1:00 p.m. ET

Join the Institute's Program Enrollment Counselors Gray Bullard, MBA, and Kari Estes, as they show you how the Certified Private Wealth Advisor® certification can prepare you to better serve your high-net-worth clients. There is no CE for this webinar.

 
Register Now
 

 

Webinar: An Overview of the CPWA® Certification with Yale Program Director

Wednesday, May 10, 2023 1:00 p.m. ET

Join the Institute's Program Enrollment Counselors Gray Bullard, MBA, and Kari Estes, and special guest Jim Dobbs, CFP®, CIMA®, CPWA®, Yale School of Management, Program Director, CIMA® and CPWA® online programs, as they show you how the Certified Private Wealth Advisor® certification can prepare you to better serve your high-net-worth clients. There is no CE for this webinar.

Register Now
 

 

Webinar: An Overview of the CPWA® Certification

Wednesday, July 19, 2023 1:00 p.m. ET

Join the Institute's Program Enrollment Counselors Gray Bullard, MBA, and Kari Estes, as they show you how the Certified Private Wealth Advisor® certification can prepare you to better serve your high-net-worth clients. There is no CE for this webinar.

 
Register Now
 

 

Webinar: An Overview of the CPWA® Certification

Wednesday, August 23, 2023 1:00 p.m. ET

Join the Institute's Program Enrollment Counselors Gray Bullard, MBA, and Kari Estes, as they show you how the Certified Private Wealth Advisor® certification can prepare you to better serve your high-net-worth clients. There is no CE for this webinar.

 
Register Now
 

 

Webinar: An Overview of the CPWA® Certification

Wednesday, October 11, 2023 1:00 p.m. ET

Join the Institute's Program Enrollment Counselors Gray Bullard, MBA, and Kari Estes, as they show you how the Certified Private Wealth Advisor® certification can prepare you to better serve your high-net-worth clients. There is no CE for this webinar.

 
Register Now
 

 

Webinar: An Overview of the CPWA® Certification

Wednesday, December 13, 2023 1:00 p.m. ET

Join the Institute's Program Enrollment Counselors Gray Bullard, MBA, and Kari Estes, as they show you how the Certified Private Wealth Advisor® certification can prepare you to better serve your high-net-worth clients. There is no CE for this webinar.

 
Register Now
 

rma-flag-2

 

Webinar: An Overview of the RMA® Certification

Wednesday, March 22, 2023 2:00 p.m. ET

Join the Institute's Enrollment Counselors Gray Bullard, MBA, and Kari Estes, and special guest RMA® instructor Mike Kurz, CIMA®, CPWA®, CFP, as they explore what makes the Retirement Management Advisor® program different and the process to achieve it. There is no CE for this webinar.

Register Now
 

 

Webinar: An Overview of the RMA® Certification

Wednesday, May 10, 2023 2:00 p.m. ET

Join the Institute's Enrollment Counselors Gray Bullard, MBA, and Kari Estes, and special guest RMA® instructor Mike Kurz, CIMA®, CPWA®, CFP, as they explore what makes the Retirement Management Advisor® program different and the process to achieve it. There is no CE for this webinar.

Register Now
 

 

Webinar: An Overview of the RMA® Certification

Wednesday, July 19, 2023 2:00 p.m. ET

Join the Institute's Enrollment Counselors Gray Bullard, MBA, and Kari Estes, and special guest RMA® instructor Mike Kurz, CIMA®, CPWA®, CFP, as they explore what makes the Retirement Management Advisor® program different and the process to achieve it. There is no CE for this webinar.

Register Now
 

 

Webinar: An Overview of the RMA® Certification

Wednesday, August 23, 2023 2:00 p.m. ET

Join the Institute's Enrollment Counselors Gray Bullard, MBA, and Kari Estes, and special guest RMA® instructor Mike Kurz, CIMA®, CPWA®, CFP, as they explore what makes the Retirement Management Advisor® program different and the process to achieve it. There is no CE for this webinar.

Register Now
 

 

Webinar: An Overview of the RMA® Certification

Wednesday, October 11, 2023 2:00 p.m. ET

Join the Institute's Enrollment Counselors Gray Bullard, MBA, and Kari Estes, and special guest RMA® instructor Mike Kurz, CIMA®, CPWA®, CFP, as they explore what makes the Retirement Management Advisor® program different and the process to achieve it. There is no CE for this webinar.

Register Now
 

 

Webinar: An Overview of the RMA® Certification

Wednesday, December 13, 2023 2:00 p.m. ET

Join the Institute's Enrollment Counselors Gray Bullard, MBA, and Kari Estes, and special guest RMA® instructor Mike Kurz, CIMA®, CPWA®, CFP, as they explore what makes the Retirement Management Advisor® program different and the process to achieve it. There is no CE for this webinar.

Register Now
 

 

 

 

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