Chief Learning Officer & Managing Director of Professional Development
Investments & Wealth Institute
Devin Ekberg, CFA®, CIMA®, CPWA®oversees the development and delivery of Investments & Wealth Institute conferences, online education, and print publications. Mr. Ekberg is an expert in security analysis and financial analysis, and has developed educational products for investment consultants, wealth advisors, and individual investors. He earned his Master’s degree in Investment Management and Financial Analysis from Creighton University. He also holds three advanced certifications: Chartered Financial Analyst® (CFA®) from the CFA Institute, Certified Private Wealth Advisor® (CPWA®) and Certified Investment Management Analyst® (CIMA®) from the Investments and Wealth Institute. He currently serves on the investment committees for two non-profit foundations.
The Investments & Wealth Institute’s RMA certification is a comprehensive, practical framework for advising clients as they prepare for, approach, and enter retirement. Learn how to develop advanced expertise to better serve this growing demographic.
Friday, May 29, 2020
3:40 – 4:10 p.m.