IWI Webinar Series 2023

According to the World Economic Forum, 10% of global GDP will assemble into cryptographic assets in the coming decade, encompassing a total value of $10 trillion. In other words, investors are constantly looking for new ways to increase returns and diversify assets in our ever-evolving world. Join us to walk through the ways you can bring true value to your clients and have deeper and more meaningful dialogue that leads to better outcomes and longer-term relationships. In this webinar, we will discuss the world of alternative investments like cryptographic assets and more.

In this webinar, you will learn:

How to leverage the growing demand for alternative investments in your business.
Why truly understanding your client leads to better outcomes and growth.
How to utilize technology to be a thought leader in your field to alternative investments for portfolio diversification.
How Morningstar’s Expanded Investment Products can help you make hyper-personalize portfolios to increase returns & diversify assets.

Cost: Complimentary

Registrants must attend the entire event to earn continuing education (CE) credit. Pending approval, the following entities have accepted it for CE credit:

Investments & Wealth Institute^®

1 CE credit hour for CIMA^®, CPWA^®, and RMA^® certifications
Audit-proof, Premier CE
Uploaded to your certification record(s) within 2 weeks

CFP^® Board

1 CFP CE Pending

After registering on this website, you will receive an email that will confirm your registration. This confirmation email will also contain your Zoom webinar registration link. Please additionally register with Zoom to secure your spot in the May 25th event. Please monitor your inbox and spam folders for this communication and contact education@i-w.org if you have any questions. We highly recommend that you test the Zoom platform on your device the day before the event to ensure your participation.

If you miss the live event, or just want to watch it again, you can access a recording. Instructions for accessing the recording will be emailed within two weeks of the event, and it will be available for viewing for one year. You can only receive credit one time for viewing this program (live or recorded). The recording will be eligible for CE credit for Institute certifications.

Crypto, Alternatives and Beyond -

Making Sense of an Alternative Reality in 2023

May 25, 2023

12:30-1:30 p.m. ET

Featured Speakers

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