Calendar of Events

In this exclusive webinar, Tony Davidow, CIMA®, interviews Dambisa Moyo, PhD, global economist and author. Even before the global pandemic hit in earnest in early 2020, there was notable evidence that globalization—the tenet that had buttressed 30 years of global economic progress—was unwinding, and that rising protectionism would drive global growth lower. This webinar will explore the following: the five pillars of globalization, why they are declining, how things have changed in a post-pandemic world, the investment implications of these changes, and untapped opportunities (e.g., markets, regions, sectors).

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.

High-net-worth clients want much more than simple investment tax-efficiency. Gain enhanced, VIP access to Steve Siegel, faculty member for the CPWA^® certification at University of Chicago and Yale University, as he provides 2021 tax insight and actionable tax strategies for HNW clients. Read the full description below.

Today’s organizations face a dynamic and challenging competitive landscape. The ability to attract, engage, and retain employees have become crucial to an organization’s success. Studies have shown that high-performing teams are the foundation for creating competitive advantage. Recognizing the underlying individual differences and perspectives can help build teams that are able to overcome dysfunctional barriers and ensure performance. Tune into this session to learn some best practices for building a trusting relationship with employees and clients.

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.

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.

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.

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.

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.