Past Issues
IWR CE Quiz, November/December 2025
After reading the magazine articles and taking the quiz, the certificant will be better able to educate clients about the strengths and limitations of long/short tax-managed strategies; advise clients about the potential tax efficiency of exchange-traded funds; explore the fractional private office as a tax-efficient alternative to multi- and single-family offices; examine strategic tax planning opportunities for family-owned businesses; and explain advanced planning strategies under expansion of the qualified small business stock exclusion for high-net-worth families.
IWR CE Quiz, September/October 2025
After reading the magazine articles and taking the quiz, the certificant will be better able to understand changing legislation and regulations that may affect clients; advise clients about key retirement milestones regarding Medicare and Social Security benefits; educate clients about health savings accounts and the role they can play in retirement planning; discuss the potential strategies for using reverse mortgages in retirement; and explore ETF lending as a retirement-income strategy.
IWR CE Quiz, May/June 2025
After reading the magazine articles and taking the quiz, the certificant will be better able to educate clients about additional manager selection considerations demanded for private market investments; advise clients about how alternative asset managers can manage liquidity in evergreen structures and differences in liquidity management across private market strategies; understand managing liquidity in evergreen structures and the importance of ongoing, dedicated portfolio management; discuss how to design, implement, and manage alternative investment model portfolios for private wealth clients; and consider asset-based finance as a diversifier for private corporate credit allocations.
IWR CE Quiz, March/April 2025
After reading the magazine articles and taking the quiz, the certificant will be better able to educate clients about family governance for retaining and growing wealth; advise clients about the role of investment governance to help define financial objectives and formulate investment strategy; understand the pros and cons of taking advantage of current gift and generation-skipping transfer tax exemptions now; discuss the power of private placement life insurance for wealth transfer; consider philanthropy as a tool for helping clients unite families across generations through shared interests, values, and passions.
IWM CE Quiz, November/December 2024
After reading the magazine articles and taking the quiz, the certificant will be better able to educate clients about developing a portfolio transition approach that fits each household’s needs and risk preferences; advise clients about retirement-income strategies; discuss the arguments for and against including private market strategies in defined contribution plans; understand the pros and cons of self-directed IRAs; and discuss some specific activities an independent trustee perform and why that might work for their family.
IWM CE Quiz, September/October 2024
After reading the magazine articles and taking the quiz, the certificant will be better able to educate clients about the need for non-U.S. investment exposure in a well-diversified equity allocation and emerging market equities in a globally diversified portfolio; and advise clients about the return potential and diversification benefits of the following: gold, carbon allowances, and commercial real estate debt
IWM CE Quiz, July/August 2024
After reading the magazine articles and taking the quiz, the certificant will gain a framework for having life-based discussions with clients; consider clients’ investment decision-making process and the value-adds of wealth management strategies; counsel clients on how to evaluate risk and make decisions under uncertain investment outcomes; help clients connect their financial goals to their values; and understand the third generation of behavioral finance and help clients increase their own life well-being.
IWM CE Quiz, May/June 2024
After reading the magazine articles and taking the quiz, the certificant will be better able to advise high-net-worth clients about meeting philanthropic goals; educate clients about managing concentration risk; discuss family governance principles, policies, and procedures; explain how to maintain a disciplined allocation to private equity; and understand the value of both active and passive approaches to investing.
IWM CE Quiz, March/April 2024
After reading the magazine articles and taking the quiz, the certificant will be better able to advise clients about the benefits and opportunities in strategies for direct indexing, tax-loss harvesting, and tax-efficient asset management; and educate clients about the next generation of private market funds for individual investors, through registered tender-offer funds and non-registered evergreen private equity funds.
IWM CE Quiz, January/February 2024
After reading the magazine articles and taking the quiz, the certificant will be better able to educate clients about long-term asset class market projections; explain why clients should reconsider cash and its equivalents in “conservative” portfolios; understand the active-passive debate from a behavioral perspective; discuss the evolution of ETFs and why investing in them may be appealing; and advise clients about the potential benefits of investing in alternative asset classes such as private real estate and private credit.