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Exceptional Advisor® Webinar Series

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Join us for a rewarding discussion and gain insights into becoming an Exceptional Advisor®.


Exceptional Advisor Webinar Overview 
Our Exceptional Advisor® Webinar Series is designed to drive discussion and dialogue surrounding current events, providing you with insider perspective and actionable strategies you can put into practice. Through this series, we invite those unfamiliar and new to Investments & Wealth Institute® to experience the unique value and premier quality of our education and we look forward to introducing you to the experts in our professional community.
Join our host, Tony Davidow, CIMA®, and Chair of the Investments & Wealth Monitor® Editorial Committee, for timely and relevant insights impacting the industry – both from academic and practitioner perspectives. Then, attend one of our information sessions to discover how the CPWA®, CIMA® and RMA® certification programs can help prepare you for tackling today’s challenges and beyond.


Delivered 6x per year, these 30-minute webinars are conveniently brought to you virtually, so you can enjoy from your home or office.

Upcoming Events

We have a great line-up of speakers,  so mark your calendars or register now.




Engaging Clients in the ‘New Normal’: The Future of Advice in a Post-Pandemic World

In this webinar, we will explore the impact of the global pandemic on clients and discuss how advisors need to respond to this “new normal.” Wealth advisors and their clients have had to deal with unprecedented events over the past year, including a global pandemic, social unrest, and political turmoil. We will explore the following issues and more during this timely and topical webinar:

  • Understanding client relationships in 2021 and beyond
  • Communicating in the new normal
  • Using technology effectively
  • Working remotely

March 18, 2021 | 4:30 - 5:15 p.m. ET     
Register Now


April Rudin headshot


April J. Rudin
Founder and CEO,  
The Rudin Group



April J. Rudin is founder and chief executive officer of The Rudin Group, a global full-service boutique marketing firm specializing in messaging, content strategy, brand visibility, and content distribution. She leads a firm that designs marketing campaigns for some of the world's leading wealth management firms, fintechs, and family offices. In 2019, she was recognized by Onalytica as the #1 wealth management influencer in the world, and she is a regularly featured source of expert commentary to international news and business outlets, trade publications, and broadcast media. She is an annual contributor to the Capgemini World Wealth Report, produces the CFA Institute’s Annual Outlook for U.S. Wealth Management, and speaks about wealth, next-generation investors, and fintech at conferences in the United States, Europe, Asia, and Africa. She also chairs the Wealthtech track at the Global Paris Fintech Forum.

Her industry thought leadership has appeared in Forbes, Huffington Post, American Banker, CFA Enterprising Investor, Family Wealth Report, Fundfire, and Wealthmanagement.com, and she heads the editorial board for NexChange, a global fintech start-up based in Hong Kong. She also serves as an independent board member for Lefteris (NASDAQ: LFTRU) and the board of Mirador LLC, a wealthtech firm providing concierge reporting for U/HNW. She’s a member of the Private Asset Management (PAM) advisory board and the Family Wealth Report/Wealth Briefing advisory board. She has also served as a judge for the FT Wealthtech awards, Family Wealth Report’s Annual Wealth Management Industry Awards, Canada’s Wealth Professional Awards, and Finovate Fintech Awards over many years. Her work as a judge for financial services industry awards around the world across a variety of categories has provided her with a unique perspective and strong point of view on what is required for emerging fintechs to be successful over the long term.

Rudin serves as a mentor and role model to women entrepreneurs in fintech and other sectors. She has received the following industry recognition: Innovate Finance’s “Standout 35” Women in Fintech Power List, the Fintech Finance #FintechFamous Power List, and Onalytica’s List of the Top 20 Global Female Fintech Influencers.

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Recent Events

Globalization in a Post-Pandemic World: Risks and OpportunitiesMoyo Dambisa

In this exclusive webinar, Tony Davidow, CIMA®, interviews Dambisa Moyo, PhD, global economist and author. Even before the global pandemic hit in earnest in early 2020, there was notable evidence that globalization—the tenet that had buttressed 30 years of global economic progress—was unwinding, and that rising protectionism would drive global growth lower. This webinar will explore the following: the five pillars of globalization, why they are declining, how things have changed in a post-pandemic world, the investment implications of these changes, and untapped opportunities (e.g., markets, regions, sectors).

January 21, 2021 | 4:30 - 5:30 p.m. ET        

Want to learn how you can obtain the strategies, insights, and expertise to tackle these challenges on your own?

Consider becoming an expert. Attend one of our 30-minute monthly information sessions where you can learn more about the curriculum, requirements, educational providers, costs and benefits of one of our three advanced certifications: Certified Investment Management Analysist® (CIMA®), Certified Private Wealth Advisor® (CPWA®), Retirement Management Advisor® (RMA®).

Register now

Need more information? Let us know which program you would like more information about.

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