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Webcasts
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Some InvestmentNews webcasts have been approved for continuing education credits by the CFP Board, American College and IMCA. Viewers may also receive CE credits from archived webcasts for up to one year from the date of the live event. For questions regarding CE credits, please contact Diana Cheruvil at dcheruvil@investmentnews.com.
Tuesday, March 9, 2010
4:00 – 5:00pm Eastern Time
Listen to our experts and decide whether now is the time to Roth or Not to Roth. Ask questions relevant to your practice.
Accepted by the CFP Board for 1 CE credit and by IMCA for 1 non-IMCA CIMA credit.
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Archived webcasts:
Tuesday, February 23, 2010
Leading investment bankers who specialize in the advisory business will discuss the current value of RIA, hybrid and independent firms.
Accepted by IMCA for 1 non-IMCA CIMA credit.Click here for more information
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Tuesday, February 2, 2010
Listen to our expert panelists discuss the latest developments and learn what you can be doing now to make sense of a confusing picture.
Accepted by the CFP Board for 1 CE credit and by IMCA for 1 non-IMCA CIMA credit.Click here for more information
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Tuesday, January 26, 2010
Listen to our expert panelists discuss best practices for using LinkedIn to market your practice and attract top clients.
Accepted by IMCA for 1 non-IMCA CIMA credit.Click here for more information
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Tuesday, December 8, 2009
Listen to our expert panelists LIVE from your own desk. Ask questions about the outlook for equity and fixed income markets.
This program has been accepted by the CFP Board for 1 CE credit and my IMCA for 1 non-IMCA CIMA credit.Click here for more information
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Tuesday, October 27, 2009
Listen to our panelists discuss the pros and cons to becoming a dually registered adviser.
This program has been accepted by IMCA for 1 non-IMCA CIMA credit.Click here for more information
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Tuesday, October 20, 2009
Listen to our panelists discuss the latest developments in taxes and learn what you can do to help your clients now.
This program has been accepted by the CFP Board for 1 CE credit and by IMCA for 1 non-IMCA CIMA credit.Click here for more information
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Tuesday, October 6, 2009
Non-traditional ETFs -- especially leveraged and commodities ETFs -- are gaining traction and attention. How should advisers approach these sophisticated investments?
This program has been accepted by the CFP Board for 1 CE credit and by IMCA for 1 non-IMCA CIMA credit.Click here for more information
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Tuesday, September 29, 2009
Three prominent estate planning attorneys discuss the latest developments in trusts and estates – and what advisers should be doing now.
This program has been accepted by the CFP Board for 1 CE credit and by IMCA for 1 non-IMCA CIMA credit.Click here for more information
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Tuesday, September 22, 2009
Learn how your firm compares with other financial advisory businesses as our experts discuss the results of this bi-annual report.
This program has been accepted by IMCA for 1 non-IMCA CIMA credit.Click here for more information
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Tuesday, August 4, 2009
Listen to our expert panelists discuss their approach to long term care planning in the current economic crisis from your own desk. Ask questions about how to approach clients and determine the best course for funding LTC.
This program has been accepted by the CFP Board for 1 CE credit and by IMCA for 1 non-IMCA CIMA credit.Click here for more information
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Tuesday, July 28, 2009
Listen to our expert panelists discuss the course of the economy and how to navigate the markets.
This program has been accepted by the CFP Board for 1 CE credit and by IMCA for 1 non-IMCA CIMA credit. It has also been accepted by the American College for 1 PACE credit.
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Tuesday, July 14, 2009
Blogging, LinkedIn, YouTube, Facebook, Twitter, Ning, Digg. These social networking tools aren't just for teenagers anymore. In fact, more and more advisers are using them creatively to expand their business, retain top clients and demonstrate their expertise.
This program has been accepted by IMCA for 1 non-IMCA CIMA credit.
Click here for more information
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Wednesday, June 24, 2009
Listen to our expert panelists as they discuss the current outlook for alternative assets, how to get started, risks, and more.
This program has been accepted by the CFP Board for 1 CE credit and by IMCA for 1 non-IMCA CIMA credit. It has also been accepted by the American College for 1 PACE credit.
Click here for more information
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Tuesday, June 16, 2009
After the past year, investors are hungry for safe returns. But where can safe returns be found? Listen to our panel of experts live from your desk.
This program has been accepted by the CFP Board for 1 CE credit and by IMCA for 1 non-IMCA CIMA credit. It has also been accepted by the American College for 1 PACE credit.
Click here for more information
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Tuesday, June 9, 2009
Leading experts on marketing, compliance, technology and practice management share their best suggestions for saving money and making money in today's challenging environment. No hype, no sales pitches, no duplication — just 50 innovative, practical ideas you can use immediately to boost the bottom line of your advisory business.
This program has been accepted by IMCA for 1 non-IMCA CIMA credit.
Click here for more information
Tuesday, May 26, 2009
InvestmentNews brings back leading strategists with different viewpoints to discuss their current outlook for the market.
This program has been accepted by the CFP Board for 1 CE credit and by IMCA for 1 non-IMCA CIMA credit. It has also been accepted by the American College for 1 PACE credit.
Click here for more information
Tuesday, May 19, 2009
Leading advisers and a former senior SEC enforcement chief discuss how to prepare for — and handle — an SEC audit in light of the Madoff scandal.
This program has been accepted by the CFP Board for 1 CE credit and by IMCA for 1 non-IMCA CIMA credit. It has also been accepted by the American College for 1 PACE credit.
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Wednesday, May 6, 2009
Listen to our panel of top behavioral finance experts lead a discussion on succeeding in today's volatile environment.
This program has been accepted by the CFP Board for 1 CE credit and by IMCA for 1 non-IMCA CIMA credit. It has also been accepted by the American College for 1 PACE credit.
Click here for more information
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Tuesday, April 7, 2009
Listen to our expert panelists discuss the challenges of rebuilding and reshaping portfolios now to meet retirement income needs.
This program has been accepted by the CFP Board for 1 CE credit and by IMCA for 1 non-IMCA CIMA credit. It has also been accepted by the American College for 1 PACE credit.
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Tuesday, March 24, 2009
Listen to our panelists discuss how strategies for successfully buying and selling your practice.
This program has been approved by IMCA for 1 non-IMCA CIMA credit.
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Wednesday, March 11, 2009
Listen to our expert panelists discuss how to manage a fee based practice in today's turbulent market.
This program has been approved by IMCA for 1 non-IMCA CIMA credit.
Click here for more information
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Tuesday, February 10, 2009
Listen to our expert panelists discuss how to make the most of ETFs from your own desk.
This program has been accepted by the CFP Board for 1 CE credit and by IMCA for 1 non-IMCA CIMA credit. It has also been accepted by the American College for 1 PACE credit.
Click here for more information
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