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2018
Dorothy Bossung, CFP®, CIMA®, CPWA®, RMA®, discusses the reasons she sought credentials as a young advisor, and later as an experienced advisor.
Arun Muralidhar, Ph.D., gives a brief overview of his book, 50 States of Gray: An Innovative Solution to the Defined Contribution Retirement Crisis, which proposes a four-step reform process that address a looming retirement crisis.
Sean Walters, CAE, chief executive officer, Investments & Wealth Institute, explains the Exceptional Advisor initiative, and how it can help advisors better communicate their value to clients.
Christopher Holtby, CPWA®, co-founder of Wealth Advisors Trust Company, tackles legacy and trusts for investors.
Christopher Holtby, CPWA®, explains the three essential competencies a CPWA certified financial advisor brings to their clients.
Dana Anspach, RMASM, CFP®, counder & CEO, Sensible Money, explains the ways in which the RMA designation has helped her grow her own personal practice, and how it could help other advisors, as well.
Hear what makes the RMA certification stand out from other retirement designations from Investments & Wealth Institute's CEO Sean Walters, and Director of Education, Devin Ekberg, CPWA®, CFA®
Listen to Investments & Wealth Institute's CEO, Sean Walters, give an update on the CIMA certification and the results of the recent Job Analysis Study.
Although the financial service industry is constantly evolving, trends still emerge. Watch Sean Walters, CAE, chief executive officer, Investments & Wealth Institute, discuss what advisors should watch for in the coming year.
What good can you accomplish with your investments?
How do you find an advisor that's right for you?
As an investor, how do you use your wealth to build a legacy?
Why is it important to seek credentials as a financial advisor?
Learn about the Investments & Wealth Institute's Corporate Partnership program.
Learn about the changes to the CIMA program, content changes, study resources, and what's next for you.
2017
The Investments & Wealth Institute is a professional association, advanced education provider, and standards body for financial advisors, investment consultants, and wealth managers who embrace.
Investments & Wealth Institute professionals answer your questions about why you should learn through the Institute.
Hear Devin Ekberg, CFA®, CPWA®, managing director of education at the Investments & Wealth Institute, explain how the Fundamentals of Exchange-listed Options program can provide valuable options education through easy-to-understand examples and demonstrations and ongoing high-level support.
Institute professionals share the benefits of investment industry professionals earning a CPWA credential.
The Investments & Wealth Institute is a professional association, advanced education provider, and standards body for financial advisors, investment consultants, and wealth managers who embrace excellence and ethics
The Investments & Wealth Institute is a professional association, advanced education provider, and standards body for financial advisors, investment consultants, and wealth managers who embrace excellence and ethics
IMCA's Education Director, Devin Ekberg, CFA(R), explains how the CIMA certification already adheres to the DOL Fiduciary Rule. Learn why you should become CIMA certified today.
Investments & Wealth Institute professionals answer your questions about why you should earn your CIMA credential.
2016
Sean Walters reviews IMCA’s illustrious history, discusses the importance of the CIMA certification, and outlines the company’s future international plans.
“The core of our business is the relationship between you and your client,” says Frank Coates, CFA®, of Wheelhouse Analytics. Coates explains how deepening these relationships can give you the tools to provide the best solutions for clients’ real needs.
Where is the money headed in 2020? A.T. Kearney’s Udah Singh outlines waves of change that are transforming the wealth management industry and what advisors need to do about it.
Wide credit spreads and low global interest rates may make now an attractive time to capture strong risk-adjusted returns in Asia, says Teresa Kong, CFA®, of Matthews Asia. Many fixed-income portfolios are underweight in Asia and the next five years in fixed income will look very different than the last five, she says.
Investing is a lifelong process and CIMA® certification provides the foundation for helping clients invest for their lifetime, says Brian Ullsperger, CIMA®, The Institute board member and advisor at Andersen Investment Advisory Services. “CIMA is beyond the designation – it’s really about a lifetime of learning,” Ullsperger says.
"If you work with high-net-worth clients, I think it's a must," says Michael Johnson, CPWA®, of Plante Moran Financial Advisors. Watch Johnson discuss experience earning the Certified Private Wealth Advisor® (CPWA®) certification.
Carl Richards, CFP®, The Behavior Gap, talks about the importance of understanding behavioral finance issues and simplifying messages for clients.
Christopher Geczy, PhD, on the importance of doing well and doing good simultaneously for clients through in impact investing. Your competitors are paying close attention to impact investing and you should be too, Geczy says.