InvestmentNews Webcasts

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?

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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.

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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.

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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.

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SEC Advice Rule: What you need to know immediately

SEC Advice Rule: What you need to know immediately

Thursday, June 06, 2019 | 4-4:30 PM ET

The Securities and Exchange Commission’s final investment advice reform package has been more than a year in the making. Regulation Best Interest requires brokers to take on a more client-focused mindset than their current suitability standard, but just how far does it go toward a true best-interest responsibility?

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Available Now
How innovation is reshaping financial advice

How innovation is reshaping financial advice

Thursday, May 16, 2019 | 4-5 PM ET

In this video webcast, seven of the nation’s most successful advisers share secrets, strategies and tips on how they inspire innovative thinking and what they are doing to prepare for the next wave of innovation that will sweep the financial advice profession.

Sponsored by

Available Now
What’s Driving ESG Investing in Asia?

What’s Driving ESG Investing in Asia?

Tuesday, May 14, 2019 | 4-5 PM ET

Please join us for an exclusive webcast with Matthews Asia portfolio manager Vivek Tanneeru, ESG analyst Kathlyn Collins and vice president of business development Darryl Celkupa for an interactive discussion on:

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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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