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2021 Behavioral Negotiation for Advisors

Program convener and Yale SOM lecturer Daylian Cain, PhD will help you develop your own unique negotiating style that can be applied in both professional and personal situations. As technology and automation continue to transform the nature of work, interpersonal skills are becoming increasingly relevant as a way to add a competitive edge in business. The focal point of this program is developing practical negotiation skills through live sessions with fellow participants that will prepare you to be an effective leader in a world characterized by increasing complexity.

Investments & Wealth Institute® Premier CE
CIMA®, CPWA®, RMA® Certifications—This program will be submitted for approval of CE hours. Total CE credits to be announced.  A benefit to choosing Institute programs for your CE needs is that all programs offer “Premier CE” credit, which means all sessions are guaranteed to be accepted for CE. Credit is automatically uploaded to your certificant record on your behalf, and these audit-proof CE credit hours will be automatically reported on your behalf and reflected in your online account approximately two weeks after the event.

The Investment Industry Regulatory Organization of Canada (IIROC)
FP Canada™
For our Canadian attendees, this program will be submitted to IIROC to be reviewed for acceptance for professional development continuing education (CE) credits as well as to FP Canada™. We anticipate to send certificates of attendance for you to self-report CE to these organizations within two months after the conference.
Other Certifications/Licenses
Upon request, the Institute will provide a certificate of attendance after the conference for you to report CE credit hours to certifying bodies and licensing boards not listed above (e.g., state insurance departments, bar associations, etc.).
* Program is subject to change which may affect the type and total number of hours delivered.

The topics addressed in this conference are designed for experienced investment and wealth advisors. While the Investments & Wealth Institute does not explicitly require prerequisite education or experience to attend, attendees who wish to maximize the value of each session should consider participating in the CIMA, CPWA, or RMA certification programs.
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