Webcasts

Upcoming

Investing 2018: Volatility, income and what’s next

May 22, 2018

Markets are constantly evolving, but portfolio objectives — around income, growth and volatility — should not. With their nest egg fluctuating, your clients need you more than ever in 2018.

Accepted for 1 CE Credit by the CFP Board.

Where annuities fit in a fiduciary adviser’s practice

May 16, 2018

The uncertain status of the Department of Labor’s fiduciary rule has caused many advisers to wonder about where annuities fit in retirement planning. At the same time, clients are facing the challenge of ensuring that they have adequate retirement income. If their savings alone can’t provide a solution, where do they turn?

Accepted for 1 CE Credit by the CFP Board. Accepted by Investments & Wealth Institute for 1 credit towards the CIMA® and CPWA® certifications.

Teaming up: How to expand your practice through partnerships

May 03, 2018

In an expanding market with rising costs and competitive pricing, it can be a struggle for registered investment advisers to compete.

Gone are the days of hanging a shingle and hoping for the best as you go it alone. So, what can firms like yours do to thrive and survive against larger players?

The key is to partner and team up with other small firms and recruit younger advisers to join you.

Accepted by Investments & Wealth Institute for 1 credit towards the CIMA® and CPWA® certifications.

Continuing Education Credits: Webcasts approved for CE credit by the CFP Board, credit will be reported 1 week after the live event. CE Credit is not available for on-demand viewing.

For CIMA®/CIMC®/CPWA® CE credits for webcasts approved by IMCA, live viewers will receive an email 1 week after the live event with a program code to self-report. On-demand viewers will receive an email 30 days after the live event with a program code to self-report.

For CE credits for webcasts approved by CFA, credit will be reported 30 days after the live event.

Please contact us at info_cecredits@investmentnews.com if you have any questions.

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