Calendar of Events

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 Chicago Booth Professor, Lubos Pastor, for this session. 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 Program Director, Mike Kurz, CIMA, CPWA, CFP, 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 Program Director Mike Kurz, CIMA^®, CPWA^®, and Chicago Booth Professor Kathleen Fitzgerald as they show 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.

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 Program Director, Mike Kurz, CIMA, CPWA, CFP, 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.

Gain insights from moderator Meghan McCartan and three exceptional advisors who have experienced exponential growth in the last few years. You will learn about what clients want and how each advisor has created a foundational strategy to grow their practice to deliver substantive value to high-net-worth clients.

In this 60-minute webinar, Bitwise Chief Investment Officer Matt Hougan will be joined by moderator Ricky McRoskey, Bitwise’s Head of Content Marketing, to tackle 10 of the biggest crypto questions on investors’ minds and to offer practical wisdom for navigating one of today’s most compelling markets.

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® 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^®, and Chicago Booth Professor Kathleen Fitzgerald as they show 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.

As we wrap up the year and look towards the future, we must reflect on ‘what has been’ to give us the perspective and wisdom to determine ‘what could be.’ Explore critical questions such as, what do you and the team do better today than before the pandemic?, where may you have new vulnerabilities?, what is the biggest opportunity operating in the new environment? By asking yourself and your team these questions, you may identify areas you can improve for the New Year.