Calendar of Events

All the research points toward the much-widened gap for women and minority groups in 2021 that is a direct outcome of COVID-19. There are fewer women and minority groups in the workplace and the pay equity has now broadened beyond our pre-COVID efforts, but what can we do about that? We know that differences make us better and deliver superior performance for the financial industry and clients. We must recruit, retain, and advance individuals who reflect our diverse world.

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 Yale's CIMA® Program Director Jim Dobbs, CIMA®, CFP®, CPWA®, 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.

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^®, 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.

Join Behavioral Investing Institute and the Investments & Wealth Institute for part I of II to uncover the new research findings on bubble and market crises. 

With the growing interest and access to cryptocurrencies, this session will seek to demystify this elusive investment by tackling the important questions of wealth advisors and their clients. We will discuss the various types of cryptocurrencies, from bitcoin to ethereum, and discuss their astronomical growth over the past several years.

Join Behavioral Investing Institute and the Investments & Wealth Institute for part II of II to apply bubbles and market crises research findings to better assist with your clients' needs. 

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.