Focus on Driving Value for Clients (and Advisors) On-Demand

Driving Value for Clients (and Advisors) On-Demand


Included Sessions

Better Client Outcomes Through Extraordinary Teamwork 
Dr. John Evans, Executive Director, Knowledge Labs™ Professional Development,
Janus Henderson Investors

The core elements of successful teams and their clients have been isolated through research conducted by Cerulli Associates in partnership with the Investments & Wealth Institute and Janus Henderson Investors along with leading experts. Learn how you can combine these elements to transform your team with the goal to serve clients better with extraordinary results. | 1 CE credit

MythBusters: Understanding High Net-Worth Individuals 
April Rudin, President & Founder, The Rudin Group

The global wealth management industry is growing and changing at a rapid pace. As wealth shifts to younger generations, the core demographics of high net-worth clients are morphing. For financial advisors, these changing demographics demand flexibility and overcoming misconceptions. Join April Rudin as she presents the latest research around the services that high net-worth clients need and value the most. | 1 CE credit

Redefining the Advisor Value Proposition 
Marina Shtyrkov and Asher Cheses, Research Analysts, Wealth Management and High-Net-Worth, Cerulli Associates

Investors are more willing than they have been previously to pay for advice despite rising fee awareness. In response, some advisors are reevaluating their value proposition to focus on providing a holistic impact through financial planning. As adoption of financial planning grows, advisors should consider how their practice’s pricing structure aligns with these shifts in value delivery. Likewise, among high-net-worth (HNW) focused practices, advisors are working to effectively communicate their value to next-generation inheritors as practices stand at the cusp of an impending wealth transfer. | 1 CE credit

Drivers of Enterprise Value 
Ray Sclafani, President & Founder, Client Wise

In the world of financial advisory practices, the chief drivers of enterprise value are organization, not financial. They’re also intrinsically linked to the value you create for clients, and begins with your practice’s ability to not only survive, but also to thrive without you. How do you achieve this goal AND equip your practice to deliver on the desires of your clients? The answer lies in a dreaded, overused word: holistic. Join Ray Sclafani as he calls for a shift in thinking –from driving revenue to driving value. | 1 CE credit

Registration & Fees (USD)

  • $249 Member
  • $449 Join & Learn (includes one year of Institute membership)

Continuing Education

Learners must watch the program in its entirety to earn continuing education (CE) credit. 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 to certification record(s) upon completion (may take up to 24 hours to be reflected)


This program is only available for online viewing through June, 30 2020, regardless of 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. Access instructions 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 for assistance.