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Conferences & Events Calendar

Jul
8

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.
Jul
16

Is It Time for a Novel Investing Approach?

Virtual Event
In this one-hour webinar, Tony Davidow, CIMA®, interviews Arun Muralidhar, PhD, co-founder, Mcube Investment Technologies. Muralidar will share new research suggesting that investors may need to adopt a new approach given the impact of COVID-19. He will explore asset allocation considerations in a post-pandemic world, the need for revisiting client goals, and the importance of adequate cash flow.
Jul
30

The Virtual Client Experience: From Conversation to Transformation

Virtual Event

Opportunities are born in times of challenge. Do not let this opportunity to engage your clients in a new and dynamic manner pass you by. For years we have taken for granted being able to spend time face-to-face with a client. I want to share with you that it is not too late to turn your client conversations into transformative client connections that turn into meaningful, long-lasting client relationships. Your competition is not the advisor down the street; it is the device (and much more) in your client’s hand that you are actually competing with. In this webinar we will talk about how you can create enriched relationships virtually.
Speaker: Nate Angelo, Head - Advisor Development and Engagement, RBC Wealth Management

Aug
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.

Aug
13

A Pragmatic Approach to Selecting Investment Vehicles

Virtual Event

In this exclusive webinar, Tony Davidow, CIMA®, interviews Theodore Enders, Managing Director, Goldman Sachs Asset Management. Mr. Enders will provide a framework for utilizing both active and passive strategies in building portfolios. He will explore how to incorporate active and passive strategies, product depth and accessibility, and optimizing between mutual funds and exchange-traded funds.

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.

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 11

2020 Behavioral Advisor Forum

The Palace Hotel, San Francisco, CA
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.
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.
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