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Calendar of Events

May
20

The Future of Wealth Management

Webinar
In this far-reaching discussion, we will explore the future of wealth management, and the implications for wealth advisors. We will examine short- and long-term trends that will shape the future of the wealth management and asset management businesses.
May
26

Focus on Private Securities

Webinar
Private securities are a critically important asset that institutions and high-net-worth investors cannot afford to exclude from their portfolios. Academic and practitioner experts provide up-to-the-minute information about private equity and credit, including the impact of the pandemic on the sector.  This event is designed for institutional consultants and wealth advisors to develop a competitive edge by providing access to this key market.
Jun
14

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

Webinar

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.

Jun
17

Activating Professional Communities to Narrow the Equity Gap Caused by COVID-19 Webinar

Webinar
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.
Jun
25

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

Webinar

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.

Jun
25

Webinar: Get Stronger with the CIMA® Certification - Spotlight on Yale SOM CIMA® Program

Webinar
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.
Jul
12

Webinar: Learn How the CPWA® Curriculum can attract your next Client - Spotlight on Yale SOM CPWA® Program

Webinar

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.

Jul
12

Webinar: An Overview of the CIMA® Certification with Chicago Booth - Focus on Performance Measurement

Webinar

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.

Jul
15

Demystifying Cryptocurrency

Webinar
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.
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