InvestmentNews Webcasts

Strengthening client-advisor bonds
CE Credit Approved

Strengthening client-advisor bonds

Tuesday, September 24, 2019 | 4-5 PM ET

It's no coincidence that the most successful financial advisors have deep and long-standing relationships with their clients. Clients who consider their advisor a trusted individual and not just someone they hired for financial guidance are most likely to not only continue to use that professional but also refer her to personal friends and family.

Sponsored by

Accepted for 1 CE Credit by the CFP Board.

Register Today
It’s not you, it’s me: When is it time to break up with a client?

It’s not you, it’s me: When is it time to break up with a client?

Tuesday, August 20, 2019 | 4-5 PM ET

Top performing advisory firms track the profitability of their client relationships. But what & how are they tracking, and when is it time to say goodbye if a client relationship is a drag on your business?

Sponsored by

Available Now
Behavior University: Behavior 202
CE Credit Approved

Behavior University: Behavior 202

Tuesday, August 13, 2019 | 4-5 PM ET

In this series of classes, powered by Brinker Capital, advisers will learn the ins and outs of behavioral finance and discover.

Sponsored by

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

Available Now
Behavior University: Behavior 101
CE Credit Approved

Behavior University: Behavior 101

Tuesday, August 06, 2019 | 4-5 PM ET

Markets are unpredictable, but how you choose to behave isn’t. Welcome to Behavior University where Dr. Daniel Crosby takes you back to the classroom to help learn how to school your clients so they can be on their best behavior.

Sponsored by

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

Available Now
Managing Volatility with ETFs

Managing Volatility with ETFs

Tuesday, July 30, 2019 | 4-5 PM ET

How to manage volatility is always top of mind for advisers and investors. But how can great advisers utilize exchange-traded funds to help navigate difficult market conditions? Join us for a special webcast to learn strategies and tactics for using ETFs to weather turbulent markets.

Sponsored by

Available Now
Get the full story: Retirement income strategies for your practice

Get the full story: Retirement income strategies for your practice

Tuesday, July 16, 2019 | 4-5 pm ET

In this exclusive webcast, join our panelists as they share why planning is a critical part of determining an appropriate retirement income approach, strategy, and solution.

Sponsored by

Available Now
Behavior University: Inside the mind of clients
CE Credit Approved

Behavior University: Inside the mind of clients

Tuesday, July 09, 2019 | 4-5 PM ET

In this video webcast, sponsored by Brinker Capital, Matt Ackermann of InvestmentNews, and Brinker Capital’s Daniel Crosby and Noreen Beaman will examine clients from the inside out to make the unpredictable more predictable and examine how a more behavioral approach can give you a leg up when it comes to your clients and your business.

Sponsored by

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

Available Now

It’s no secret Amazon Web Services (AWS) has transformed just about every industry with its relentless client focus and secure data management.

Sponsored by

Available Now

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 Investments & Wealth Institute®, formerly IMCA, live viewers will receive an email 1 week after the live event with a program code to self-report.

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

X

Hi! Glad you're here and we hope you like all the great work we do here at InvestmentNews. But what we do is expensive and is funded in part by our sponsors. So won't you show our sponsors a little love by whitelisting investmentnews.com? It'll help us continue to serve you.

Yes, show me how to whitelist investmentnews.com

Ad blocker detected. Please whitelist us or give premium a try.