InvestmentNews Webcasts

Trends in adviser compensation & staffing: New findings from IN Research
CE Credit Approved

Trends in adviser compensation & staffing: New findings from IN Research

Monday, October 14, 2019 | 4-5 PM ET

InvestmentNews’ Research team, along with a panel of experts, will highlight how adviser compensation levels are changing – and reveal the drivers of recent and future changes in industry pay practices.

Sponsored by

Accepted for 1 CE Credit by the CFP Board.

Register Today
Have a client in “The Red Zone”? Understand client profitability
CE Credit Approved

Have a client in “The Red Zone”? Understand client profitability

Tuesday, October 22, 2019 | 4-5 PM ET

Some of the most successful advisory firms in the business are the ones that measure and manage the profitability of each client relationship. This live webcast will specifically provide tactics and strategies for evaluating the productivity and profitability of your client base, and ultimately determine if a client is in “The Red Zone” and preventing your firm from growing.

Sponsored by

Accepted for 1 CE Credit by the CFP Board.

Register Today
RPA Roadmap: Navigating the future of retirement plan advice

RPA Roadmap: Navigating the future of retirement plan advice

Tuesday, October 01, 2019 | 4-5 PM ET

The retirement plan market is a growing opportunity for financial advisers, but the needs and demands of plan sponsors are changing and the expectations of participants are on the rise. This webcast explores top-of-mind issues confronting this unique client segment, including strategies advisers can employ to attract and retain this business.

Sponsored by

Available Now
Strengthening client-advisor bonds

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

Available Now
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

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.

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