Exceptional Advisor Support Center: Investment Ed

Increase your competitive edge with our online education. The Investments & Wealth Institute has a variety of options suited to your learning style, CE needs and more. Below, find short, 1-hour recordings; live, 4-hour virtual events; and in-depth, online courses for 3 to 20 CE hours. Consider taking your education and credentials to the next level by enrolling in the Certified Investment Management Analyst® (CIMA®), certification program.

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Topic Explore more by clicking the titles below	CE Hours	Type	Cost
Institutional Quality Private Portfolios for Accredited Investors: New Practical Solutions: A 3-Part Workshop Sponsored by Delaware Funds by Macquarie and SEI Part 1: Private Asset Classes, Performance and Outlooks Part 2: Accredited Investor Products: Interval to Auction Funds Part 3: Private Markets Solutions In Your Practice	3	On-Demand Recording	Member: $395 Nonmember: $595
Global Investment Outlook & Best Practices	1	On-Demand Recording	Member: $50 Nonmember: $75
All Options on the Table: Holistic Investments for a Volatile, Low-Yield World by Swan Global Investments	3*	Course	Member: $295 Join and Learn: $495
New Ammo for the Affluent On-Demand: Next Generation Private Securities	3	On-Demand Recording	Member: $195 Join & Learn: $395
MMI/Morningstar Sustainable Investing Curriculum	3.5*	Course	Member: $595 Join & Learn: $695
Investment Advisor Forum 2020 On-demand	4	On-Demand Recording	Member: $249 Join & Learn: $449
An Introduction to Alternative Investments	4	Course	Member: $249 Join & Learn: $449
Math for Investment Consultants Course	5	Course	Member: $195 Join & Learn: $395
Trends in Portfolio Management	4	On-Demand Recording	Member: $249 Join & Learn: $449
Option Strategies for Advisors Course	8*	Course	Member: $495 Join & Learn: $695
Endowments & Foundations Consulting	13*	Course	Member: $995 Join & Learn: $1,195
Essentials of Investment Consulting	15*	Course	Member: $545 Join & Learn: $745
What will Advisory Services Look Like in Five Years?	NA	Podcast	Free
Impact Investing	NA	Podcast	Free
Economic Disruptions w/ Marci Rossell, Ph.D.	NA	Podcast	Free
Financial Market Transparency Theory	NA	Podcast	Free
Option Strategies w/ Marc Odo	NA	Podcast	Free
Thriving Through the New Landscape w/ Kevin M. Sánchez	N/A	Podcast	Free
Weathering the Storm w/ Noel Pacarro Brown	N/A	Podcast	Free

* Includes CFP CE **Join & Learn includes 1-year membership

On-demand recording:
1–4.5 CE hour, quick and convenient
Self-paced course:
Up to 25 CE hours, interactive quizzes
Virtual event: 1–4 CE,
real-time with expert Q&A