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Calendar of Events

Aug
13

Webinar: Adding Value to HNW Clients: An Overview of the CPWA Certification

Virtual Event

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. Continuing Education credit (CE) is not available for this overview.

Aug
26

Focus on Retirement Income Strategies

Virtual
Many retirees require a goals-based planning approach, particularly when generating a consistent and sustainable income stream in retirement. As clients transition from accumulation to decumulation, advisors are turning to flexible solutions to deliver a certain level of consistent income to meet their needs in the current low-yield retirement. Join Devin Ekberg, CFA, CPWA, CIMA as he hosts a half-day education event focused on practical strategies for designing holistic, goals-based retirement income plans.
Sep
2

Webinar: Understanding the Retirement Income Mindset: An Overview of the RMA Certification

Virtual Event

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.

Sep
2

Webinar: Understanding the Retirement Income Mindset: An Overview of the RMA Certification

Virtual Event

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.

Sep
10

2020 Behavioral Advisor Forum Livestream + On-Demand

The industry’s premier educational conference for elite advisors who wish to incorporate the latest research and best practices in the field of behavioral finance.
Oct
2

Webinar: Adding Value to Investment Management Clients - An Overview of the CIMA Certification

Virtual Event

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 Chief Learning Officer, Devin Ekberg, CIMA®, CPWA®, CFA®, 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.

 

Oct
19 20

2020 Wealth Advisor Forum Livestream + On-Demand

The industry's premier wealth management conference. Join 400+ thought leaders at the cross section of change during this 2-day conference. Learn wealth management techniques from financial powerhouses, practitioners and industry game changers.
Oct
20

Webinar: Adding Value to HNW Clients: An Overview of the CPWA Certification

Virtual Event

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. Continuing Education credit (CE) is not available for this overview.

Nov
5

Webinar: Understanding the Retirement Income Mindset: An Overview of the RMA Certification

Virtual Event

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.

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