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2018 Video Library Archive

2018


Become An Exceptional Advisor

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.



Why Earn the RMA Certification?

Dana Anspach, RMASM, CFP®, founder & 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.


What Can a CPWA® Certificant Do For You?

Christopher Holtby, CPWA®, explains the three essential competencies a CPWA certified financial advisor brings to their clients.

Are You an Investor Considering a Trust?

Christopher Holtby, CIMA®, CPWA®, co-founder of Wealth Advisors Trust Company, tackles legacy and trusts for investors.

Why Earn the RMASM Certification?

Dana Anspach, RMASM, CFP®, founder & 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.



CIMA Certification Process Post June 2018 Changes

Learn about the changes to the CIMA program, content changes, study resources, and what's next for you.
 
 

How Can the Retirement Management Advisor (RMASM) Program Help You & Your Clients?

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.
 
 

2018 CIMA® Certification Update

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.
 


Trends Facing the Advisory Profession

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.
 


Doing Good With Investments

What good can you accomplish with your investments?
 


Choosing an Advisor

What should you consider whenting trying to find an advisor that's right for you?
 


‚ÄčHow to Build Your Legacy

As an investor, how should you think about using your wealth to build a legacy?
 


The Importance of Credentials

Why is it important to seek credentials as a financial advisor?
 

Investments & Wealth Institute's Corporate Partnership

 Learn about the Investments & Wealth Institute's Corporate Partnership program.