On-Demand CE Courses

This “best of” wealth bundle features some of our most highly-rated wealth sessions with a slant toward the future of investment and wealth management in the face of disruption. These industry thought-leaders are eager to share their different perspectives, insights, and projections for the opportunities to watch and challenges to anticipate to move your career and business forward in this post-pandemic world.

The investigation brought forth the depth of client temptations, fears of market declines, and understanding of their portfolios, as well as the advisor's perception of what their clients think of them. In the second half of the two-part series, understand how advisors can use this data to potentially improve relationships, planning, and ultimately long-term outcomes for clients. Create a path forward that focuses on your client's needs and perceptions.

Corey’s most popular keynote on ethics encourages audiences to chase the truly important things in life such as a solid character, strong personal relationships, and a sense of contentment. These “real rabbits” are compared and contrasted to more fleeting worldly success such as excessive wealth, popularity, and prestige.

This on-demand bundle features the top 10 rated sessions from our 2023 Strategy Forum. You’ll gain an understanding of the evolving landscape of both traditional and alternative investments, insights into potential opportunities and risks in both domestic and global markets, knowledge of income tax rules for non-qualified stock options, and an understanding of the tax implications of diverse alternative investments.

Compelling to its core, alternative yield is an excellent option for income-oriented investors. Globally, yield is in high demand but has become increasingly risky to obtain. In alternative yield, investors can access a set of differentiated strategies that provide the dual utility of attractive risk-adjusted return and enhanced portfolio risk management.

Retirement planning is inherently complex because life is inherently uncertain. Behavioral economics can help address natural but conflicting human desires for both predictable income and long-term growth. With a unified plan for both outcomes, clients may feel less anxiety and more likely to adhere to the plan successfully.