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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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
Wednesday, May 10, 2023 2:00 p.m. ET
Join the Institute's Enrollment Counselors Gray Bullard, MBA, and Kari Estes as they explore what makes the Retirement Management Advisor® program different and the process to achieve it. There is no CE for this webinar.
Wednesday, July 19, 2023 2:00 p.m. ET
Join the Institute's Enrollment Counselors Gray Bullard, MBA, and Kari Estes as they explore what makes the Retirement Management Advisor® program different and the process to achieve it. There is no CE for this webinar.
Wednesday, August 23, 2023 2:00 p.m. ET
Join the Institute's Enrollment Counselors Gray Bullard, MBA, and Kari Estes as they explore what makes the Retirement Management Advisor® program different and the process to achieve it. There is no CE for this webinar.
Wednesday, October 11, 2023 2:00 p.m. ET
Join the Institute's Enrollment Counselors Gray Bullard, MBA, and Kari Estes as they explore what makes the Retirement Management Advisor® program different and the process to achieve it. There is no CE for this webinar.
Wednesday, December 13, 2023 2:00 p.m. ET
Join the Institute's Enrollment Counselors Gray Bullard, MBA, and Kari Estes as they explore what makes the Retirement Management Advisor® program different and the process to achieve it. There is no CE for this webinar.
Check out our previously recorded introductory webinars
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