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LIVE WEBINAR

The Demographic Transformation of Wealth - Sponsored Webinar

David Finley
David Finley
Senior Strategy Consultant, AlphaScale

This webinar is designed for financial advisors who want to better understand where wealth is moving, how client expectations are changing, and how to reposition their practice accordingly. The session goes beyond theory to illustrate real-world approaches that help advisors strengthen specialized positioning, build credibility, and attract ideal affluent clients. It also explores how Investments and Wealth Institute certifications can be leveraged to deepen expertise and stand out in competitive markets.

CE Credit

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

1 CFP® CE credit hour (pending approval)

Registrants must attend the entire event to earn CE credit.

Recording

Can’t attend live? Register anyway. A recording will be emailed within two weeks of the event and will be available for one year. CE credit may be received once for viewing the program (live or recorded).

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