Focus on Private Securities

Format: Webinar | 11:00 a.m. ET on May 26, 2021
Track: Wealth
Premier CE: 4 credits for CIMA®, CPWA®, and RMA® certifications
CFP CE: Up to 4 credits (pending approval)
Cost: $295.00

Private securities are a critically important asset that institutions and high-net-worth investors cannot afford to exclude from their portfolios. 
Read the full description below.

REGISTER NOW

Focus on Private Securities


Private securities are a critically important asset that institutions and high-net-worth investors cannot afford to exclude from their portfolios. Academic and practitioner experts provide up-to-the-minute information about private equity and credit, including the impact of the pandemic on the sector.  This event is designed for institutional consultants and wealth advisors to develop a competitive edge by providing access to this key market.



Featured Speaker

Information Coming Soon! 

REGISTRATION & FEES (USD)
$295

REGISTER

Note: After registering, you will receive an email that will include a link to additionally register in the GoToWebinar platform and an option to add the event to your calendar. Please monitor your inbox and spam folders for this communication and contact education@i-w.org if you do not receive this email within one hour of registering on the Institute website.

CONTINUING EDUCATION

Learners must be logged into the webinar delivery platform on May 26, 2021 for the entire session(s) to receive the corresponding continuing education (CE) credit. The following entities have accepted it for CE credit:

Investments & Wealth Institute® 

  • Up to 4 hours of CE credit for CIMA®, CPWA®, and RMA® certifications
  • Audit-proof, Premier CE
  • Reported on your behalf within 2 weeks of the event

CFP Board

  • Up to 4 hours of CE credit for CFP® certification (pending approval)
  • Reported on your behalf to CFP Board within 2 weeks of the event
Note: In order for CE reporting to take place, you must enter your Institute ID number and/or CFP Board ID number in the GoToWebinar platform when you join the webinar.
EXPIRATION

N/A

ACCESS INSTRUCTIONS

After registering on this website, you will receive an email that will include a link to additionally register in the GoToWebinar platform and an option to add the event to your calendar.

Please monitor your inbox and spam folders for this communication and contact education@i-w.org if you do not receive this email within one hour of registering on the Institute website. We highly recommend that you test the GoToWebinar platform on your device the day before the event to ensure your participation.