Webcasts

Upcoming

Navigating a New Era of Retirement Plan Advice

October 06, 2016

The needs of plan sponsors and retirement plan participants have changed dramatically over the last year - and so too have the rules driving the type of support and services financial advisers provide to defined contribution plans.

Diversifying with Alternative Investments

September 29, 2016

Clients might talk with you regularly about asset class diversification, but they may not be as comfortable discussing the use of alternative investments to help enhance portfolio diversification.

Accepted for 1 CE Credit from the CFP Board.

Financing the Advisory Deal: Success Stories in Acquisition, Succession and Recruiting

September 27, 2016

Whether it's acquiring another advisory firm or practice, implementing a succession plan into place or recruiting the advisers your firm needs to grow, adequate financing is a must. In this exclusive webcast, leading advisory firm managers will share their experiences in tackling these three challenges. They will provide insights into how making the right borrowing and financing decisions affected the outcome of their planning, and what steps advisory firms should consider when making plans in these areas.

Accepted by the CFP Board for 1 CE credit.

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Continuing Education Credits: For all webcasts approved for CE credit by the CFP Board, credit will be reported one week after the live event. For on-demand viewers, CE credit will be reported 30 days after the live event. After 30 days, webcasts are available until December 31 in the calendar year for on-demand viewing and are not eligible for CE credit.

For all webcasts approved by IMCA for CIMA®/CIMC®/CPWA® CE credits, email info_cecredits@investmentnews.com for the IMCA program ID to self-report for CE credit. Program IDs will be provided up to 30 days after the live event. After 30 days, webcasts are available until December 31 in the calendar year for on-demand viewing and are not eligible for CE credit.