The Demographic Transformation of Wealth

May 21, 2026, 12:30 - 1:30 PM EST


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This webinar is a is a high-impact, strategy-driven experience designed for financial advisors who want to better understand where wealth is going, how client expectations are changing, and how to reposition accordingly. The session also highlights how Investments & Wealth Institute (IWI) certifications can be strategically leveraged to strengthen expertise, build trust faster, and stand out in competitive markets.

This workshop goes beyond theory to illustrate specific, real-world approaches that are working right now to help advisors reinforce specialized positioning, elevate credibility, and attract ideal affluent clients.

Starting In

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Speaker

David Finley

Senior Strategy Consultant, Alpha Scale

Registration & Fees

Cost: Complimentary

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Continuing Education

1 CE credit hour for CIMA®, CPWA®, RMA® certifications. Audit-proof, Premier CE Uploaded to your certification record(s) within 2 weeks.

Registrants must attend the entire event to earn CE credit.

1 CFP® CE credit hour (pending approval)

Can't attend? Register anyway!

You will have one year to watch the recording to receive your IWI CE credit.

 

Access Instructions

After registering on this website, you will receive an email that will confirm your registration. This confirmation email will also contain your Zoom webinar registration link. Please additionally register with Zoom to secure your spot. Please monitor your inbox and spam folders for this communication and contact education@i-w.org if you have any questions. We highly recommend that you test the Zoom platform on your device the day before the event to ensure your participation.

Recording

If you miss the live event, or just want to watch it again, you can access a recording. Instructions for accessing the recording will be emailed within two weeks of the event, and it will be available for viewing for one year. You can only receive credit one time for viewing this program (live or recorded). The recording will be eligible for CE credit for Institute certifications.

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