Exceptional Advisor® Webinar Series

Brought to you by the Investments & Wealth Monitor®

Let us support you on your journey to becoming truly exceptional.

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.
 

Format

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

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Date: May 20, 2021
Time: TBD

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Date: July 15, 2021
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Date: September 16, 2021
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Date: November 18, 2021
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Recent Events

Moyo Dambisa




Globalization in a Post-Pandemic World: Risks and Opportunities

January 21, 2021 | 4:30 - 5:30 p.m. ET
Speaker: Dambisa Moyo, PhD,  Global Economist and New York Times Best-Selling Author

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).

     April Rudin headshot

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

March 18, 2021 | 4:30 - 5:15 p.m. ET  
Speaker: April J. Rudin, Founder and CEO,  The Rudin Group

In this exclusive webinar, Tony Davidow, CIMA®, interviews April Rudin, founder and chief executive officer of The Rudin Group. They 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. 

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.