Institute workshops provide advanced investment and wealth professionals with highly practical strategies to help them better serve and retain high-net-worth clients
The Investments & Wealth Institute®
(formerly IMCA) announced the availability of two pre-conference workshops on May 6 as part of its 2018 Annual Conference Expe
rience –ACE Nashville, May 6–9 at Music City Center. With more than 1,500 attendees expected at the conference, these optional workshops will focus on private wealth management and ethics, and will provide participants with an opportunity to learn about key client management strategies.
At the Private Wealth Advice pre-conference program held May 6th, advisors will learn from a variety of experts on how to serve high-net-worth (HNW) clients. The day-long, Private Wealth Program will feature three workshops:
- Serving High-Net-Worth Clients Through Advanced Ethics and Expertise, in collaboration with Yale School of Management — John Nersesian, CIMA®, CPWA®, CIS, CFP®, founder, Nersesian Wealth Education, LLC, and, Jim Dobbs, CIMA®, CFP®, CPWA®, founder, Dobbs Wealth Management Group, LLC, serve as practitioner faculty from the Yale School of Management Certified Private Wealth Advisor® (CPWA®) program curriculum.
- Exploring Opportunities with Sophisticated High-Net-Worth Investors — Mike Van Wyk, vice president, customer research and insights, Capital Group, on how to find HNW investors and the impact of changing demographics.
- Communicating with High-Net-Worth Clients — Julie Littlechild, founder, AbsoluteEngagement.com, on how advisors can reinforce the value of their ethics and expertise through more effective communication with clients and prospects. Based primarily on a new Investments & Wealth Institute study of HNW Investors, Littlechild’s session will touch upon client perceptions of designations, developing a client communications plan, and how to position expertise when describing value.
At the Certified Financial Planner® (CFP) Ethics Education Program, participants will be led by:
- Marguerita Cheng, CFP®, RICP®, chief executive officer, Blue Ocean Global Wealth, on how the CFP® Rules of Conduct can be used to achieve and maintain high ethical standards for advisor-client relationships.
ACE will formally begin with its first general session following the pre-conference workshops. General sessions, super sessions and workshops offer attendees a variety of learning options based on tracks that align with their interests, including: investment management, wealth management, advanced business strategies, retirement management, and institutional consulting.
Topics for ACE sessions are 100 percent peer-reviewed and based on the Investments & Wealth Competency Matrix
, the foundation for all of the Institute’s educational offerings. The investment domains of the competency matrix were recently updated as a result of a detailed Investment Advisor Job analysis
of more than 2,000 investments and wealth professionals in late 2017.
ACE offers up to 26 hours of live and online continuing education (CE) credit
, including one hour of ethics CE for Certified Investment Management Analyst® (CIMA®), Certified Private Wealth Advisor® (CPWA®), and Retirement Management AdvisorSM
(RMA℠) certificants. The Institute is a CFP Board CE Quality Partner.
registration is now open. For detailed conference information, visit the 2018 ACE website
Journalists interested in receiving conference credentials or using the Institute’s on-site conference video studio should contact Greta Gloven, at firstname.lastname@example.org
or (303) 850-3079.
About the Investments & Wealth Institute
Established in 1985, the Investments & Wealth Institute, formerly known as IMCA, is a professional association, advanced education provider, and standards body for financial advisors, investment consultants, and wealth managers who embrace excellence and ethics. Through its publications, events, assessment-based certificate programs, and advanced certifications, the Institute delivers premier-quality, practical education to advanced practitioners in more than 38 countries.
The Certified Investment Management Analyst® (CIMA®) certification is the peak international, technical portfolio construction program for investment consultants, analysts, financial advisors and wealth management professionals. The CIMA program is distinctive as one of only a few global certifications in financial services to meet international accreditation and quality standards (ANSI/ISO 17024) for personnel certification programs.
The Certified Private Wealth Advisor® (CPWA®) certification is an advanced professional certification for advisors who serve high-net-worth clients. It’s designed for seasoned professionals who seek the latest, most advanced knowledge and techniques to address the sophisticated needs of clients with a minimum net worth of $5 million. Unlike credentials that focus specifically on investing or financial planning, the CPWA program takes a holistic and multidisciplinary approach.
The Investments & Wealth InstituteTM, IMCA®, Investment Management Consultants Association®, CIMA®, Certified Investment Management Analyst®, CIMC®, Certified Investment Management ConsultantSM, CPWA®, Certified Private Wealth Advisor®, RMA, and Retirement Management AdvisorSM are trademarks of Investment Management Consultants Association Inc. doing business as The Investments & Wealth Institute. The Investments & Wealth Institute does not discriminate in educational opportunities or any other characteristic protected by law.
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