Home > Online Catalog > 2019 Investment Advisor Forum On-Demand

Investment Advisor Forum On-Demand

Investment Advisor Forum On-Demand

The expectation for advanced knowledge and professionalism is growing. Transform knowledge into value for you, your clients, and the industry with the latest from the nation's leading thought leaders and practitioners in finance, economics, behavioral science, business management, client service, and more with these highly rated sessions from the 2019 Investment Advisor Forum.

Included Sessions

Session Title Speaker CE Credit
Momentum Investing and Momentum Economics David Kelly 1 hour
Can We Get There? Current Advisor Portfolio Trends and the Road Ahead Patrick Nolan 1 hour
Cannabis Investing Todd Harrison 1 hour
Financial Planning for the Special Needs Community Jerry Hulick 1 hour

Registration & Fees (USD)

  • $249 Member
  • $449 Join & Learn

Register

Continuing Education

Learners must watch each session in its entirety to receive continuing education (CE) credit. Credit is awarded one-time, upon successful completion of the full program. The following entities have accepted it for CE credit:

Investments & Wealth Institute®

  • 4 hours of CE credit for CIMA®, CPWA®, and RMA® certifications
  • Automatically uploaded upon completion of the full program (may take up to 24 hours to be reflected)

Expiration

This program is only available for online viewing through April 1, 2020, regardless of the date purchased.

Access Instructions

Upon successful registration, learners will receive two emails: one including a transactional receipt and a second including navigation instructions for accessing the content. Instructions for accessing your content are also included below:

  1. Log in to the Investments & Wealth Institute website, and click "Dashboard" in the upper right corner.
  2. From the Dashboard, click the "My Online Learning Center" link in the left navigation.
  3. Once re-directed to the Online Learning Center platform, your content is located under the heading My Courses on the main page. Alternatively, you can find it in the My Learning tab across the top navigation.

Please monitor your inbox and spam folders for these communications or contact the education department at education@i-w.org for assistance.