Calendar of Events

Join us as we REDEFINE the future of the investment and wealth management industry, starting with the ways we connect and engage with each other. Join us at ACE Academy 2021 , taking place April 26-27, for an opportunity to translate the latest research, insights and ideas into actionable strategies for your clients and prospects.

Over the last half-century, women’s roles have evolved and changed, and while strides have been made, women still fall behind men financially in terms of earnings, investing, and retirement savings. As an advisor, you can help empower and educate your female clients on the best ways to fulfill their financial potential.

This workshop is for financial advisors and wealth managers who work with clients approaching or in retirement and will focus more specifically on the decumulation phase of retirement planning. 

In this webinar, John Bryson, head of Investment Consulting Group at John Hancock Investment Management will explore how you can separate your practice by generating behavioral alpha through a sound decision framework.

Are you prepared to serve your high-net-worth (HNW) clients with the sophisticated strategies that they are seeking from their advisor? This live 30-minute webinar explores what HNW clients are looking for and how you can help them with the education you'll receive in the CPWA® certification program. Join Institute Program Director Mike Kurz, CIMA®, CPWA®, and Yale's CIMA® Program Director Jim Dobbs, CIMA®, CFP®, CPWA®, for this session. Continuing Education credit (CE) is not available for this overview.

The CIMA® certification is even more relevant now given turbulent market conditions. Gain confidence in your investment strategies and net new business, even during a recession. Join the Institute’s Program Director Mike Kurz, CIMA®, CPWA®, as he shows you how the CIMA® certification can benefit you and your clients in this live 30-minute webinar. Continuing Education credit (CE) is not available for this overview.

In this far-reaching discussion, we will explore the future of wealth management, and the implications for wealth advisors. We will examine short- and long-term trends that will shape the future of the wealth management and asset management businesses.

Private securities are a critically important asset that institutions and high-net-worth investors cannot afford to exclude from their portfolios. Academic and practitioner experts provide up-to-the-minute information about private equity and credit, including the impact of the pandemic on the sector.  This event is designed for institutional consultants and wealth advisors to develop a competitive edge by providing access to this key market.

To be an exceptional retirement advisor, you must consider not only the changes to a client's income as they approach or are in retirement, but also to their mindset. Join the Institute’s Chief Learning Officer, Devin Ekberg, CIMA®, CPWA®, CFA®, as he explores what makes the RMA program different and the process to achieve it in this live 30 minute webinar. Continuing Education credit (CE) is not available for this overview.