Delivered in a live webinar format, Focus Series Online virtual events highlight timely or disruptive trends in regulation, investing, wealth management, business, and technology. Please save the date and/or register for our upcoming events.
March 26, 2019 | Navigating the ESG Landscape: Drivers, Trends, Ratings, Implementation
Join us on Tuesday, March 26, 2019 for a live webinar on sustainability themes and trends, ESG ratings, and how to build ESG portfolios. Accepted for 1 hour of continuing education (CE) credit for CIMA®, CPWA®, and RMA® certifications and pending approval for 1 hour of CE credit for CFP® certification. The Institute is a CFP Board Quality Partner. Members $0, Nonmembers $75. Learn more & register.
May 23, 2019 | Driving Value for Clients (and Advisors)
Whether you own your own firm or are an employee of a mega firm, there are applicable business practices that separate exceptional advisors from average ones. Save the date for Thursday, May 23, 2019 from 11 a.m. ET - 3:30 p.m. ET to join advisory business experts for discussions on developing effective teams, trends in advisor compensation, and drivers of enterprise value. Registration coming soon!
August 29, 2019 | Retirement Demographics & Opportunities
Global changes in demographics, behavior, and policy are dramatically transforming the retirement landscape. Save the date for Thursday, August 29, 2019 from 11 a.m. ET - 3:30 p.m. ET to join researchers, academics, and practitioners for discussions on wealth planning for modern families, behavioral finance tactics to improve retirement readiness, and how you may be uniquely positioned to help clients make critical decisions as they transition from the workforce into retirement. Registration coming soon!
November 7, 2019 | Trends in Portfolio Management
Portfolio management is evolving quickly with the growing range of options available to advisors for managing client assets. Save the date for Thursday, November 7, 2019 from 11 a.m. ET - 3:30 p.m. ET to learn a step-by-step process for adding alpha to your clients' portfolios. Registration coming soon!