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Wealth Advisor Forum On-Demand

Wealth Advisor Forum On-Demand

Private wealth clients have unique needs. These recorded sessions from the 2018 Wealth Advisor Forum live conference provide insight, effective strategies, and real-world tools to help financial professionals distinguish themselves among those that serve high-net-worth (HNW) and ultra-high-net-worth (UHNW) clients. 

Included Sessions

Session Title Speaker CE Credit

Tax Planning Development and Opportunities under TCJA

Michael Kitces

1 hour
Economic Forecast for 2018: A Roadmap for Businesses in the Trump Era Marci Rossell 1 hour
Adapt, Change, or Disappear: The Shifting Marketplace for Estate Planning and What You Can Do to Adapt and Change  David York 1 hour
Reimagining the Client Experience for Every Generation Kimberly Lear 1 hour

Registration & Fees (USD)

  • $249 Member
  • $449 Join & Learn


Continuing Education

Learners must watch each session in its entirety to receive continuing education (CE) credit. Credit is awarded one-time, upon successful completion of the full program. 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 upon completion of the full program (may take up to 24 hours to be reflected)


This program is available for viewing online through October 31, 2019, regardless of the 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 below:
  1. Log in to the Investments & Wealth Institute website, and click "Dashboard" in the upper right corner.
  2. From the Dashboard, click on 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 education@i-w.org for assistance.