What is Wealth Week?

Wealth Week was designed to help Advisors like you learn new ways to address the unique needs of high-net-worth (HNW) and ultra-high-net-worth clients. Throughout the week, we will be featuring a variety of wealth management programs and resources to help you stay plugged into the evolving needs of the HNW marketplace. Through different learning channels, we will be bringing you the assets you need to serve the unique and complex needs of high-net-worth clients.

Download the Wealth Week Worksheet

Spend the week exploring and expanding your wealth management knowledge base

Get insight & advice from others who are making an impact around the industry.

  • Monday

    September 13, 2021

  • Tuesday

    September 14, 2021

  • Wednesday

    September 15, 2021

  • Thursday

    September 16, 2021

  • Friday

    September 17, 2021

  • Saturday

    September 18, 2021

  • Sunday

    September 19, 2021

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An Industry Transformation

The future of wealth management

The wealth management profession is transforming at a rapid pace. Regulations, competition from new business models, and advances in technology are driving the way we do business and expeditiously changing the delivery of advice to meet client expectations.

See the following trends effecting the industry and discover what practitioners are talking about. 

 

See where the industry is headed
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Discover What Investors Are Looking For

Get help navigating the future landscape

Clients need advisors who will provide meaningful guidance and deliver strong financial outcomes. High-net-worth clients require even more. They have highly individualized and complex needs that requires their advisor to speak a more sophisticated language. Discover what investors are looking for. 

Get more insights from the 2021 Investor Report, watch the Leadership Exchange: 2021 Investor Report with Julie Littlechild & Sean R. Walters

Download the report
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Dive into the Details

Need an introduction to working with private wealth clients

Take the Private Wealth Essentials course. This 14.5 hour course focuses on the specific needs of high-net-worth clients in five core areas:

  • Tax strategies and planning
  • Portfolio management
  • Asset protection and risk management
  • Charitable giving
  • Estate planning

Each of these areas is examined in conjunction with the needs of HNW clients fitting three different profiles: the executive, the closely held business owner and the retirement client. Participants will explore the needs of each client profile in each core area with the guidance of an expert.

You will earn 14.5 premier CE hours. 

Take the course
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Turn to Your Peers

Explore the Private Wealth Center

The sharing of ideas, information and insights creates a currency beyond that of the boardroom. Those ideas, and experiences drive change and move our profession forward.

So, join our Private Wealth Center, your gathering place to explore curated content from our members and network of thought leaders. A place to connect and collaborate with others and where you can  stay up-to-date. Share best practices, fast-track ideas, and solve complex client challenges, together.

Join the Hive
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Explore Our Tools & Resources

Further your own business and wealth management knowledge. We offer a variety of resources to assist you in reaching your career aspirations and be successful once you get there.

Explore wealth-related webinars and courses
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Lead at a Higher Level

Become a Wealth Management Expert

In today’s rapidly changing economy, there is a growing need for professionals with a niche set of expertise to contribute to key business discussions and drive strategic decision-making. Become a Certified Private Wealth Advisor,®  CPWA®.

Unlike other credentials that focus specifically on investing or financial planning, the CPWA® program takes a holistic and multidisciplinary approach that provides certification holders the breadth and depth of skills and expertise to provide HNW clients the advice they need.

 Earning the CPWA® certification provides measurable results:

  • The average CPWA® team practice manages $438 million in client assets and generates $2.1 million in revenue*
  • The mean assets per client of CPWA® practices is nearly four times the assets per client of non-CPWA® practices*

Want to learn how you can obtain the strategies, insights, and expertise to elevate your career to a higher level?  Attend one of our 30-minute information sessions where you can learn more about the curriculum, requirements, educational providers, costs and benefits.

*Source: Aite, Building High-Net-Worth Knowledge Through the CPWA® Certification

Talk to an enrollment counselor now
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Stay connected

Sign up for the Wealth Insider

The future of wealth management can be navigated with the right skills and competencies. 

The Investments & Wealth Institute is the nerve center for tackling these challenges, delivering sound advice, and creating the future of wealth management, so
stay up-to-date on wealth management topics.

Get the latest resources, tools and information taking place, and coming from the Institute, to help further your professional development. Sign up for the Wealth Insider newsletter, delivered 1x month straight to your inbox!

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