Webinars
Educational seminars from industry experts
Upcoming Webinars:
Bond Investing in the Face of Uncertainty: A Multi-Sector Approach
Presented by: Steve Rocco, CFA and Andrew Fox, CFA, CIMA®
October 20, 2021 at 03:00 PM EDT – Length: 60 Minutes
CFP®, CIMA®, CPWA®, RMA®, CFA®, CIPM®, WMCP®, RICP®, CHFC®, FSCP®, CLU®, CHSNC®, and CAP®
approved for 1.0 CE credits
The Case for Crypto Assets: The Next Digital Revolution
Presented by: Scott Kefer, Sean Wasserman, and Samir Kerbage
October 21, 2021 at 02:00 PM EDT – Length: 60 Minutes
CFP®, CIMA®, CPWA®, RMA®, CFA®, CIPM®, WMCP®, RICP®, CHFC®, FSCP®, CLU®, CHSNC®, and CAP®
approved for 1.0 CE credits
Beyond China—Asian Investment Opportunities in India & Japan
Presented by: Dan Buchanan, Chern-Yeh Kwok, and James Thom
October 27, 2021 at 02:00 PM EDT – Length: 60 Minutes
CFP®, CIMA®, CPWA®, RMA®, CFA®, CIPM®, WMCP®, RICP®, CHFC®, FSCP®, CLU®, CHSNC®, and CAP®
approved for 1.0 CE credits
Picking Winners Is a Losing Game – Lessons Learned From Moneyball
Presented by: Julian Koski and Andy Kern, PhD
October 28, 2021 at 02:00 PM EDT – Length: 60 Minutes
CFP®, CIMA®, CPWA®, RMA®, CFA®, CIPM®, WMCP®, RICP®, CHFC®, FSCP®, CLU®, CHSNC®, and CAP®
approved for 1.0 CE credits
Stocks and Bonds Too Risky? Explore the Third Alternative: ASYMmetric Returns
Presented by: Darren R. Schuringa, CFA
November 03, 2021 at 02:00 PM EDT – Length: 60 Minutes
CIMA®, CPWA®, CFA®, and CIPM®
approved for 1.0 CE credits
Why Energy Infrastructure Belongs in Your Portfolio Today
Presented by: Stacey Morris, CFA and Paul Baiocchi, CFA
November 04, 2021 at 02:00 PM EDT – Length: 60 Minutes
CFP®, CIMA®, CPWA®, CFA®, and CIPM®
approved for 1.0 CE credits
Focusing on Quality in a Mid-Cycle Market
Presented by: Jeffrey Royal and Eric Lynch
November 10, 2021 at 02:00 PM EST – Length: 60 Minutes
CFP®, CIMA®, CPWA®, RMA®, CFA®, CIPM®, WMCP®, RICP®, CHFC®, FSCP®, CLU®, CHSNC®, and CAP®
approved for 1.0 CE credits
On-demand Webinars:
Do we have to taper tantrum again?
Presented by: Brian Levitt and Matt Brill, CFA®
October 19, 2021 at 02:00 PM EDT – Length: 60 Minutes
CIMA®, CPWA®, RMA®, CFA®, and CIPM®
approved for 1.0 CE credits
Best Practices for Retirement Income Planning + How a New Tool can Help
Presented by: Wade Pfau and David Stone
October 13, 2021 at 02:00 PM EDT – Length: 60 Minutes
CIMA®, CPWA®, RMA®, CFA®, and CIPM®
approved for 1.0 CE credits
Capturing the Growth in Emerging Markets: The Next Frontier
Presented by: Kevin T. Carter and Akeem Bailey
October 12, 2021 at 02:00 PM EDT – Length: 60 Minutes
CIMA®, CPWA®, RMA®, CFA®, and CIPM®
approved for 1.0 CE credits
Cybersecurity: The Investment Theme for a Secure Future
Presented by: Mike Sentonas, Andrew Hull, Brian Comiskey and Ben Jones
October 07, 2021 at 02:00 PM EDT – Length: 60 Minutes
CFP®, CIMA®, CPWA®, RMA®, CFA®, CIPM®, WMCP®, RICP®, CHFC®, FSCP®, CLU®, CHSNC®, CAP®, and CFP® On-demand
approved for 1.0 CE credits
Keys to Maximizing Yield in a Low Interest Rate World
Presented by: Brian Resnick, CFA and Will Smith, CFA
September 30, 2021 at 02:00 PM EDT – Length: 60 Minutes
CIMA®, CPWA®, RMA®, CFA®, and CIPM®
approved for 1.0 CE credits
Making It Last: Advanced Retirement Income Strategies for Everyday Investors
Presented by: Dan Bone, CIMA
September 29, 2021 at 02:00 PM EDT – Length: 60 Minutes
CIMA®, CPWA®, RMA®, CFA®, CIPM®, and CFP® On-demand
approved for 1.0 CE credits
Restoring Retirement: Security in Uncertain Times
Presented by: Jan Blakeley Holman, CFP®, CIMA ®, ChFC, CDFA, CFS, GFS®
September 28, 2021 at 02:00 PM EDT – Length: 60 Minutes
CFP®, CIMA®, CPWA®, RMA®, CFA®, CIPM®, WMCP®, RICP®, CHFC®, FSCP®, CLU®, CHSNC®, and CAP®
approved for 1.0 CE credits
How to Avoid Strikeouts on the Diamond or in the Market - The Moneyball Approach to New Age Portfolio Management
Presented by: Julian Koski and Andy Kern, PhD
September 23, 2021 at 02:00 PM EDT – Length: 60 Minutes
CIMA®, CPWA®, RMA®, CFA®, and CIPM®
approved for 1.0 CE credits
Playing Defense: Seek to Protect your market gains with Buffer ETFs™
Presented by: Graham Day and Bruce Bond
September 22, 2021 at 02:00 PM EDT – Length: 60 Minutes
CFP®, CIMA®, CPWA®, RMA®, CFA®, CIPM®, WMCP®, RICP®, CHFC®, FSCP®, CLU®, CHSNC®, and CAP®
approved for 1.0 CE credits
Yield is Just a Number: How Nasdaq Dorsey Wright’s Approach Can Help Investors Meet Cash Flow Needs
Presented by: Chuck Fuller, David I. Cohen, David Miller and Matthew J. Patterson
September 21, 2021 at 02:00 PM EDT – Length: 60 Minutes
CIMA®, CPWA®, RMA®, CFA®, CIPM®, and CFP® On-demand
approved for 1.0 CE credits
The Biden Tax Plan and Opportunities in Municipals
Presented by: Andy Blocker, Stephanie Larosiliere, and Tim Spitz
September 08, 2021 at 02:00 PM EDT – Length: 60 Minutes
CIMA®, CPWA®, RMA®, CFA®, and CIPM®
approved for 1.0 CE credits
Annuity Questions, Answered
Presented by: Michael Finke, David Blanchett, and Wade Pfau
August 25, 2021 at 03:00 PM EDT – Length: 60 Minutes
CIMA®, CPWA®, RMA®, CFA®, CIPM®, and CFP® On-demand
approved for 1.0 CE credits
Tips and Best Practices on Buying or Selling your Practice
Presented by: Junette McCarthy and Jon Webb, and Todd Fulks
August 25, 2021 at 01:45 PM EDT – Length: 60 Minutes
CIMA®, CPWA®, RMA®, CFA®, and CIPM®
approved for 1.0 CE credits
Defined Outcome Products: Rationale, Implementation, and Risk
Presented by: Wes Matthews and Julien Chuard
August 25, 2021 at 12:30 PM EDT – Length: 60 Minutes
CIMA®, CPWA®, RMA®, CFA®, CIPM®, and CFP® On-demand
approved for 1.0 CE credits
3-D Advisor Growth: Next Level Processes to Elevate Your Firm
Presented by: Daniel Crosby, Todd Bertucci and George Svagera
August 25, 2021 at 11:15 AM EDT – Length: 60 Minutes
CIMA®, CPWA®, RMA®, CFA®, and CIPM®
approved for 1.0 CE credits
Portfolio Insights: Effective Investment Strategies in the Current Market
Presented by: Ryan Barksdale
August 25, 2021 at 10:00 AM EDT – Length: 60 Minutes
CIMA®, CPWA®, RMA®, CFA®, CIPM®, and On-demand
approved for 1.0 CE credits
Nurturing Diversity in Financial Services
Presented by: Sara Grillo, Andrew Komarow, Christopher Woods, and Terron Tidwell
August 24, 2021 at 04:15 PM EDT – Length: 60 Minutes
CIMA®, CPWA®, RMA®, CFA®, CIPM®, WMCP®, and CFP® On-demand
approved for 1.0 CE credits
Like Ships Passing in the Night: Results of the 2021 RIA PARI Survey
Presented by: David Stone and Lauren Drepeau
August 24, 2021 at 03:00 PM EDT – Length: 60 Minutes
CIMA®, CPWA®, RMA®, CFA®, CIPM®, and CFP® On-demand
approved for 1.0 CE credits
Investing, Gambling & Gamification - New Market Dynamics Demand New Portfolio Risk Metrics
Presented by: Julian Koski and Andy Kern
August 24, 2021 at 01:45 PM EDT – Length: 60 Minutes
CIMA®, CPWA®, RMA®, CFA®, CIPM®, and CFP® On-demand
approved for 1.0 CE credits
The Truth About the Future of the Financial Advisor
Presented by: Matt Reiner
August 24, 2021 at 12:30 PM EDT – Length: 60 Minutes
CIMA®, CPWA®, RMA®, CFA®, CIPM®, and CFP® On-demand
approved for 1.0 CE credits
Taxing Times: Debt, Tax Reform, and Strategies for Uncertainty
Presented by: Ryan C. Bertrand, CFP®, CLU®
August 24, 2021 at 11:15 AM EDT – Length: 60 Minutes
CIMA®, CPWA®, RMA®, CFA®, CIPM®, and CFP® On-demand
approved for 1.0 CE credits
Jeffrey Gundlach on What’s in Store for the Markets and the Economy
Presented by: Jeffrey Gundlach
August 24, 2021 at 10:00 AM EDT – Length: 60 Minutes
CIMA®, CPWA®, RMA®, CFA®, and CIPM®
approved for 1.0 CE credits
A New Era for Infrastructure: Building a Bigger, More Sustainable Future
Presented by: Troy Goldstein, Troy Goldstein and Kieran Kirwan, CAIA
August 10, 2021 at 02:00 PM EDT – Length: 60 Minutes
CIMA®, CPWA®, CFA®, and CIPM®
approved for 1.0 CE credits
Taking Muni Bonds to the Next Level: Where Cutting-Edge Tech and Fundamental Research Meet
Presented by: Daryl Clements, Jason Mertz, and Jeff Reiss
August 04, 2021 at 02:00 PM EDT – Length: 60 Minutes
CIMA®, CPWA®, RMA®, CFA®, and CIPM®
approved for 1.0 CE credits
Mutant Capitalism: Maximizing Opportunity in a New Era of Investing
Presented by: Daniela Mardarovici, CFA
August 03, 2021 at 12:00 PM EDT – Length: 60 Minutes
CIMA®, CPWA®, RMA®, CFA®, and CIPM®
approved for 1.0 CE credits
Investing, Gambling & Gamification - New Market Dynamics Demand New Portfolio Risk Metrics
Presented by: Julian Koski and Andy Kern, PhD
July 29, 2021 at 02:00 PM EDT – Length: 60 Minutes
CFP®, CIMA®, CPWA®, RMA®, CFA®, CIPM®, WMCP®, RICP®, CHFC®, FSCP®, CLU®, CHSNC®, and CAP®
approved for 1.0 CE credits
Are Your Portfolios Ready if US Stocks Underperform?
Presented by: Brian Levitt, Eric Pearson, CFA®, and John Delano, CFA®
July 28, 2021 at 02:00 PM EDT – Length: 60 Minutes
CIMA®, CPWA®, RMA®, CFA®, and CIPM®
approved for 1.0 CE credits
Scared of Bonds? Buffer ETFs as a Bond Fund Alternative
Presented by: Trevor Terrell and Joe Becker, FRM
July 27, 2021 at 02:00 PM EDT – Length: 60 Minutes
CIMA®, CPWA®, RMA®, CFA®, and CIPM®
approved for 1.0 CE credits
IRAs: Goldmine or Minefield?
Presented by: Chris McGovern
July 15, 2021 at 02:00 PM EDT – Length: 60 Minutes
CIMA®, CPWA®, RMA®, CFA®, and CIPM®
approved for 1.0 CE credits
Keep Your Options Open: Access the Nasdaq-100 with Options Strategies
Presented by: Eric McArdle, Troy Cates, Joe Tigay, and Efram Slen
July 14, 2021 at 02:00 PM EDT – Length: 60 Minutes
CIMA®, CPWA®, RMA®, CFA®, CIPM®, and CFP® On-demand
approved for 1.0 CE credits
The Big Picture Safe Withdrawal Rate Application
Presented by: Ryan McLean
July 08, 2021 at 12:00 PM EDT – Length: 60 Minutes
Five Proven Strategies to Transform Your Clients’ Future
Presented by: Samantha Russell
June 30, 2021 at 02:00 PM EDT – Length: 60 Minutes
CIMA®, CPWA®, RMA®, CFA®, and CIPM®
approved for 1.0 CE credits
Amazon is Big, E-Commerce is Bigger: The (Still!) Early Opportunity of Online Retail
Presented by: Troy Goldstein, Scott Helfstein PhD, and Simeon Hyman, CFA
June 29, 2021 at 02:00 PM EDT – Length: 60 Minutes
CIMA®, CPWA®, RMA®, CFA®, and CIPM®
approved for 1.0 CE credits
How to Evaluate and Compare Annuities
Presented by: David Lau, Wade Pfau, Ph.D., CFA, RICP®, David Blanchett, PhD, CFA, CFP®, ChFC®, CLU®, and Michael Finke
June 24, 2021 at 12:30 PM EDT – Length: 60 Minutes
CIMA®, CPWA®, RMA®, CFA®, CIPM®, and CFP® On-demand
approved for 1.0 CE credits
Tom Dorsey on Selecting the Outperformers in the Nasdaq-100
Presented by: Tom Dorsey, Jay Gragnani , Simeon Hyman, and Troy Goldstein
June 22, 2021 at 02:00 PM EDT – Length: 60 Minutes
CIMA®, CPWA®, RMA®, CFA®, CIPM®, and CFP® On-demand
approved for 1.0 CE credits
Exploring Opportunities in International Markets
Presented by: Grady Burkett, CFA, Krishna Mohanraj, CFA, and Yiting Liu, CFA
June 17, 2021 at 02:00 PM EDT – Length: 60 Minutes
CIMA®, CPWA®, RMA®, CFA®, and CIPM®
approved for 1.0 CE credits
Semiconductors: The Building Blocks of Today’s Thematic Tech Landscape
Presented by: Rene Reyna, CFP® and Mark Marex, CFP ®
June 16, 2021 at 02:45 PM EDT – Length: 30 Minutes
CIMA®, CPWA®, RMA®, CFA®, and CIPM®
approved for 0.5 CE credits
Biotech: A True Benchmark for Technology-Driven Innovation in Healthcare
Presented by: Rene Reyna, CFP® and Mark Marex, CFP®
June 16, 2021 at 02:00 PM EDT – Length: 30 Minutes
CIMA®, CPWA®, RMA®, CFA®, and CIPM®
approved for 0.5 CE credits
Using Annuities with Purpose
Presented by: David Lau, Wade Pfau, Ph.D., CFA, RICP®, David Blanchett, PhD, CFA, CFP®, ChFC®, CLU®, and Michael Finke
June 10, 2021 at 12:30 PM EDT – Length: 60 Minutes
CIMA®, CPWA®, RMA®, CFA®, CIPM®, and CFP® On-demand
approved for 1.0 CE credits
De-risking Bond Allocations with Guggenheim & Litman Gregory
Presented by: Mike Pacitto, CFP®, CIMA®, Jack Chee and Steve Brown, CFA
June 08, 2021 at 02:00 PM EDT – Length: 60 Minutes
CIMA®, CPWA®, RMA®, CFA®, and CIPM®
approved for 1.0 CE credits
How Annuities Impact Financial Plans and Client Behavior
Presented by: David Lau, Wade Pfau, Ph.D., CFA, RICP®, David Blanchett, PhD, CFA, CFP®, ChFC®, CLU®, and Michael Finke
June 03, 2021 at 12:30 PM EDT – Length: 60 Minutes
CIMA®, CPWA®, RMA®, CFA®, and CIPM®
approved for 1.0 CE credits
Outperformance Through Valuation and Wealth Creation
Presented by: Rafael Resendes
May 27, 2021 at 02:00 PM EDT – Length: 60 Minutes
CIMA®, CPWA®, RMA®, CFA®, and CIPM®
approved for 1.0 CE credits
An RIA’s Perspective on Preparing Client Portfolios For Lower Future Returns
Presented by: Graham Day and Steve Osterink, Jr. CFA ® CFP ® AIF
May 26, 2021 at 02:00 PM EDT – Length: 60 Minutes
CIMA®, CPWA®, RMA®, CFA®, and CIPM®
approved for 1.0 CE credits
Opportunities in Fixed- Income
Presented by: Adam McCabe
May 25, 2021 at 02:00 PM EDT – Length: 60 Minutes
CIMA®, CPWA®, RMA®, CFA®, and CIPM®
approved for 1.0 CE credits
Head in the Cloud? You’re in Good Company
Presented by: David Wehrs and Brian Comiskey
May 19, 2021 at 02:00 PM EDT – Length: 60 Minutes
CIMA®, CPWA®, RMA®, CFA®, CIPM®, and WMCP®
approved for 1.0 CE credits
Income, Energy Infrastructure and MLPs: Post Earnings Season Updates
Presented by: Shneur Gershuini, Cat Gordon and Stacey Morris
May 13, 2021 at 02:00 PM EDT – Length: 60 Minutes
CIMA®, CPWA®, RMA®, CFA®, and CIPM®
approved for 1.0 CE credits
Take the Concentration Risk out of the S&P 500
Presented by: Nick Kalivas
May 12, 2021 at 02:00 PM EDT – Length: 60 Minutes
CIMA®, CPWA®, RMA®, CFA®, and CIPM®
approved for 1.0 CE credits
Rethink the “40” in your 60/40: Why Alternative Income Deserves a Slice of the Traditional “40” Fixed Income Allocation
Presented by: Scott Kefer, CFA, Kevin Bales, CFA, and Ian Saunders
April 28, 2021 at 02:00 PM EDT – Length: 60 Minutes
CIMA®, CPWA®, RMA®, CFA®, CIPM®, and CFP® On-demand
approved for 1.0 CE credits
The No-Guesswork Guide to Marketing: Insights from 38,607 Marketing Campaigns
Presented by: Robert Sofia
April 27, 2021 at 02:00 PM EDT – Length: 60 Minutes
CIMA®, CPWA®, RMA®, CFA®, and CIPM®
approved for 1.0 CE credits
Fireside Chat with Stephanie Link, Chief Investment Strategist and Portfolio Manager at Hightower Advisors, moderated by industry leader Suzanne Siracuse
Presented by: Stephanie Link and Suzanne Siracuse
April 20, 2021 at 05:00 PM EDT – Length: 60 Minutes
CIMA®, CPWA®, RMA®, CFA®, and CIPM®
approved for 1.0 CE credits
Annuities for Today’s Retirement Realities
Presented by: Wade Pfau, Michael Finke David Blanchett, and David Lau
April 20, 2021 at 03:45 PM EDT – Length: 60 Minutes
CIMA®, CPWA®, RMA®, CFA®, CIPM®, and CFP® On-demand
approved for 1.0 CE credits
Market Outlook: Opportunities in a Changing Landscape
Presented by: Tom Wald
April 20, 2021 at 02:30 PM EDT – Length: 60 Minutes
CIMA®, CPWA®, CFA®, and CIPM®
approved for 1.0 CE credits
Staying on Offense with Fixed Income
Presented by: Brian Smedly and Suzanne Siracuse
April 20, 2021 at 01:15 PM EDT – Length: 60 Minutes
CIMA®, CPWA®, RMA®, CFA®, and CIPM®
approved for 1.0 CE credits
A Foolproof Way To Engage Anyone 100% of the Time
Presented by: Dan Solin and Bev Flaxington
April 20, 2021 at 12:15 PM EDT – Length: 60 Minutes
CIMA®, CPWA®, RMA®, CFA®, and CIPM®
approved for 1.0 CE credits
A Conversation with John Hussman
Presented by: John Hussman
April 20, 2021 at 11:00 AM EDT – Length: 60 Minutes
CIMA®, CPWA®, RMA®, CFA®, and CIPM®
approved for 1.0 CE credits
Yoga for all levels with Advisor Perspectives' Ashley Taylor
Presented by: Ashley Taylor
April 20, 2021 at 09:00 AM EDT – Length: 45 Minutes
Future Proof Your Practice: Learnings from 2020
Presented by: Alex Chalekian, Pete Dorsey, and Teddy Levitt
April 15, 2021 at 02:00 PM EDT – Length: 60 Minutes
CIMA®, CPWA®, RMA®, CFA®, and CIPM®
approved for 1.0 CE credits
Increase Your Upside Potential with Innovator Accelerated ETFs
Presented by: Trevor Terrell and Wes Mathews
April 14, 2021 at 02:00 PM EDT – Length: 60 Minutes
CIMA®, CPWA®, RMA®, CFA®, and CIPM®
approved for 1.0 CE credits
The Evolution of Value Investing
Presented by: Adam Calamar, CFA, Richard Clark, Kurt Havnaer, CFA, Tyra Pratt, CFA, Jorge Rivas, CFA, and Eric Schoenstein
April 13, 2021 at 02:00 PM EDT – Length: 60 Minutes
CIMA®, CPWA®, RMA®, CFA®, CIPM®, and CFP® On-demand
approved for 1.0 CE credits
30 Days to a Successful Niche Strategy
Presented by: Kirk Hulett
April 08, 2021 at 02:00 PM EDT – Length: 60 Minutes
CIMA®, CPWA®, RMA®, CFA®, and CIPM®
approved for 1.0 CE credits
Navigating Fixed Income in a Rising Rate Environment
Presented by: Jeffrey Royal, Daniel D. Dolan Jr, and Roger S. McEniry
April 06, 2021 at 02:00 PM EDT – Length: 60 Minutes
CIMA®, CPWA®, RMA®, CFA®, and CIPM®
approved for 1.0 CE credits
Positioning for the New Cycle with Global Equities
Presented by: George Evans CPA and Brian Levitt
March 31, 2021 at 02:00 PM EDT – Length: 60 Minutes
CIMA®, CPWA®, RMA®, CFA®, and CIPM®
approved for 1.0 CE credits
Future-Proofing Your Portfolio: Investing in Innovative Technologies
Presented by: Jeremie Capron and Lisa Chai
March 18, 2021 at 02:00 PM EDT – Length: 60 Minutes
CIMA®, CPWA®, RMA®, CFA®, and CIPM®
approved for 1.0 CE credits
The Inflation Trade Anew
Presented by: Veronica Zhang, Charles Cameron, Shawn Reynolds, and Roland Morris
March 16, 2021 at 02:00 PM EDT – Length: 60 Minutes
CIMA®, CPWA®, CFA®, and CIPM®
approved for 1.0 CE credits
Investing in Low-Volatility, High Quality Stocks to Play Portfolio Defense
Presented by: Dan Waldron and Ben Jones
March 11, 2021 at 02:00 PM EST – Length: 60 Minutes
CIMA®, CPWA®, CFA®, and CIPM®
approved for 1.0 CE credits
Emerging Markets in 2021: The Case for Increasing Exposure Now
Presented by: John P. Calamos Sr., Nick Niziolek & Todd Speed
March 10, 2021 at 02:00 PM EST – Length: 60 Minutes
CIMA®, CPWA®, CFA®, and CIPM®
approved for 1.0 CE credits
Technology is the New Oil: The Changing Nature of Emerging Markets
Presented by: Ajay Krishnan, CFA and Scott Thomas, CFA
March 04, 2021 at 02:00 PM EST – Length: 60 Minutes
CIMA®, CPWA®, CFA®, and CIPM®
approved for 1.0 CE credits
Personal to the Core: Making Passive Investing Personal
Presented by: Erich A. Holland and J. Womack
March 03, 2021 at 02:00 PM EST – Length: 60 Minutes
CIMA®, CPWA®, CFA®, and CIPM®
approved for 1.0 CE credits
Why Core? Finding Opportunities in the Securitized Market
Presented by: Henry Song CFA and Douglas Gimple
February 25, 2021 at 02:00 PM EST – Length: 60 Minutes
CIMA®, CPWA®, CFA®, CIPM®, and CFP® On-demand
approved for 1.0 CE credits
Financial Professionals Guide to Estate Planning
Presented by: Nick Arndt
February 24, 2021 at 02:00 PM EST – Length: 60 Minutes
CIMA®, CPWA®, CFA®, and CIPM®
approved for 1.0 CE credits
Uncertain Markets: Focusing on “Midfielder” Companies
Presented by: Todd C. Ahlsten & Turner Miller, CFA
February 18, 2021 at 02:00 PM EST – Length: 60 Minutes
CIMA®, CPWA®, CFA®, and CIPM®
approved for 1.0 CE credits
Frontier Tech Investing with LOUP
Presented by: Bruce Bond and Gene Munster
February 09, 2021 at 02:00 PM EST – Length: 60 Minutes
CIMA®, CPWA®, CFA®, and CIPM®
approved for 1.0 CE credits
New Year, New Risks: What to Know About Putting Convertible Securities to Work in 2021
Presented by: John P. Calamos, Sr., Eli Pars and Joseph Wysocki
February 04, 2021 at 02:00 PM EST – Length: 60 Minutes
CIMA®, CPWA®, RMA®, CFA®, and CIPM®
approved for 1.0 CE credits
The Future of Emerging Markets & The Coming Digital Generation
Presented by: Kevin T. Carter
February 02, 2021 at 02:00 PM EST – Length: 60 Minutes
CIMA®, CPWA®, CFA®, and CIPM®
approved for 1.0 CE credits
Hedge Funds Are Back – Can Allocators Get Hedge Fund Alpha in an ETF?
Presented by: Jeffrey Royal & Andrew Beer
January 26, 2021 at 02:00 PM EST – Length: 60 Minutes
CIMA®, CPWA®, CFA®, and CIPM®
approved for 1.0 CE credits
New Year, New Reasons to Diversify with Precious Metals
Presented by: Stan Kiang and Steve Dunn
January 21, 2021 at 02:00 PM EST – Length: 60 Minutes
CIMA®, CPWA®, CFA®, and CIPM®
approved for 1.0 CE credits
Emerging Technologies in Emerging Markets
Presented by: Chelsea Rodstrom, Brian Comiskey, & Ben Jones
January 19, 2021 at 02:00 PM EST – Length: 60 Minutes
CIMA®, CPWA®, CFA®, and CIPM®
approved for 1.0 CE credits
The Simple Framework that Drives 5X Better Marketing Results
Presented by: Robert Sofia
January 12, 2021 at 02:00 PM EST – Length: 60 Minutes
CIMA®, CPWA®, RMA®, CFA®, and CIPM®
approved for 1.0 CE credits
2021 Outlook: Can Asian Equities Lead the Way to a Global Recovery?
Presented by: Robert J. Horrocks, John Paul Lech, and Andy Rothman
December 15, 2020 at 02:00 PM EST – Length: 60 Minutes
CIMA®, CPWA®, CFA®, and CIPM®
approved for 1.0 CE credits
2021 Outlook: The Innovation Economy
Presented by: Brian Levitt, Ryan McCormack and Mark Marex
December 09, 2020 at 02:00 PM EST – Length: 60 Minutes
CIMA®, CPWA®, CFA®, and CIPM®
approved for 1.0 CE credits
Attractive Equity Investment Opportunities in a post-COVID Environment
Presented by: Jeff Seeley, Matthew Kelley and Alan Langsner
December 08, 2020 at 02:00 PM EST – Length: 60 Minutes
CIMA®, CPWA®, CFA®, and CIPM®
approved for 1.0 CE credits
Investing in Disruptive Tech: Capturing the Growth of Robotics, AI & Health Tech
Presented by: Jeremie Capron and Bill Studebaker
December 02, 2020 at 02:00 PM EST – Length: 60 Minutes
CIMA®, CPWA®, CFA®, and CIPM®
approved for 1.0 CE credits
Understanding How Investing in a Qualified Opportunity Zone Fund Can Provide Capital Gains Tax Relief
Presented by: Kevin Shields
December 01, 2020 at 02:00 PM EST – Length: 60 Minutes
CIMA®, CPWA®, CFA®, and CIPM®
approved for 1.0 CE credits
Positioning Your Portfolio for the Future of Investing
Presented by: Steve Sachs and Marissa Ansell
November 19, 2020 at 02:00 PM EST – Length: 60 Minutes
CIMA®, CPWA®, CFA®, and CIPM®
approved for 1.0 CE credits
The Growing Case for Broader Investment Beyond Domestic Equities
Presented by: Daniel C. Roarty, Walt Czaicki and Mark Phelps
November 18, 2020 at 01:00 PM EST – Length: 60 Minutes
CIMA®, CPWA®, CFA®, and CIPM®
approved for 1.0 CE credits
2020 Election: Now What?
Presented by: Brian Levitt
November 17, 2020 at 02:00 PM EST – Length: 60 Minutes
CIMA®, CPWA®, CFA®, and CIPM®
approved for 1.0 CE credits
Investors Need Yield: A Distinct Nasdaq Dorsey Wright Approach for a Zero-Yield World
Presented by: Michael Schoonover, David Miller, Matthew J. Patterson and Patrick Wolf
November 12, 2020 at 02:00 PM EST – Length: 60 Minutes
CIMA®, CPWA®, CFA®, and CIPM®
approved for 1.0 CE credits
Year-End Strategies
Presented by: Nick Arndt
November 11, 2020 at 02:00 PM EST – Length: 60 Minutes
CIMA®, CPWA®, CFA®, and CIPM®
approved for 1.0 CE credits
How Digital Transformation is creating New Investment Opportunities in Small Caps across the Globe
Presented by: Jeff Seeley, Tucker Walsh and Rob Forker
November 10, 2020 at 02:00 PM EST – Length: 60 Minutes
CIMA®, CPWA®, CFA®, and CIPM®
approved for 1.0 CE credits
Thematic Investing: Catch the NEXT Wave of Innovators
Presented by: Mark Marex and Scot Kefer
November 04, 2020 at 02:00 PM EST – Length: 60 Minutes
CIMA®, CPWA®, CFA®, and CIPM®
approved for 1.0 CE credits
Commodities: Portfolio diversification with the building blocks of our daily lives
Presented by: Stan Kiang, Steve Dunn, and Robert Minter
October 29, 2020 at 02:00 PM EDT – Length: 60 Minutes
CIMA®, CPWA®, CFA®, and CIPM®
approved for 1.0 CE credits
Election 2020 and Client Portfolios: Using Innovator Buffer ETFs to Hedge Election Risk
Presented by: Bruce Bond and Graham Day
October 28, 2020 at 02:00 PM EDT – Length: 60 Minutes
CIMA®, CPWA®, CFA®, and CIPM®
approved for 1.0 CE credits
Why ESG should matter to you and your clients
Presented by: Di Zhou and Jake Walko
October 27, 2020 at 02:00 PM EDT – Length: 60 Minutes
CIMA®, CPWA®, CFA®, and CIPM®
approved for 1.0 CE credits
Discover the Investment Opportunities in Junior Biotechnology
Presented by: Mark Marex and Paul Dellaquila
October 22, 2020 at 02:00 PM EDT – Length: 60 Minutes
CIMA®, CPWA®, CFA®, and CIPM®
approved for 1.0 CE credits
Explore a world of change—in one ETF
Presented by: Troy Goldstein, Simeon Hyman, and Scott Helfstein
October 20, 2020 at 02:00 PM EDT – Length: 60 Minutes
CIMA®, CPWA®, CFA®, and CIPM®
approved for 1.0 CE credits
Strengthen your Core with ETFs
Presented by: John Feyerer and Nicholas Kalivas
October 15, 2020 at 02:00 PM EDT – Length: 60 Minutes
CIMA®, CPWA®, CFA®, and CIPM®
approved for 1.0 CE credits
Keeping Up with Rapidly Shifting ESG Topics
Presented by: Iyassu Essayas, Rachel Nishimoto, and Joe Sinha
October 14, 2020 at 02:00 PM EDT – Length: 60 Minutes
CIMA®, CPWA®, CFA®, and CIPM®
approved for 1.0 CE credits
Elevating Your Practice with Model Portfolios: The Why and How GSAM Can Help
Presented by: Tom Driscoll, Mike Darling, and Chris Lvoff
October 13, 2020 at 02:00 PM EDT – Length: 60 Minutes
CIMA®, CPWA®, CFA®, and CIPM®
approved for 1.0 CE credits
Health Care Planning in the Age of COVID
Presented by: Carolyn McClanahan and Dorothy Hinchcliff
October 07, 2020 at 04:00 PM EDT – Length: 50 Minutes
CIMA®, CPWA®, RMA®, CFA®, and CIPM®
approved for 1.0 CE credits
How to Leverage Technology to Grow and Scale Your Practice
Presented by: Andrew Altfest, Suzanne Siracuse and Robert Sofia
October 07, 2020 at 03:00 PM EDT – Length: 50 Minutes
CIMA®, CPWA®, RMA®, CFA®, and CIPM®
approved for 1.0 CE credits
Thematic ETFs for Right Now
Presented by: John Feyerer, Ryan Issakainen, Jeff Spiegel and Robert Huebscher
October 07, 2020 at 02:00 PM EDT – Length: 50 Minutes
CIMA®, CPWA®, RMA®, CFA®, and CIPM®
approved for 1.0 CE credits
Understanding Variable Annuities In Retirement Planning
Presented by: David Blanchett, Michael Finke, David Lau and Wade Pfau
October 07, 2020 at 01:00 PM EDT – Length: 50 Minutes
CIMA®, CPWA®, RMA®, CFA®, and CIPM®
approved for 1.0 CE credits
Defined Outcome Investing: All That You Want to Know
Presented by: Richard Jory, Wes Mathews, Vinit Srivastava and Regan Teague
October 07, 2020 at 12:00 PM EDT – Length: 50 Minutes
CIMA®, CPWA®, RMA®, CFA®, and CIPM®
approved for 1.0 CE credits
A Q&A With Bob Veres on the Future of the Advisory Profession
Presented by: Bob Veres and Robert Huebscher
October 07, 2020 at 11:00 AM EDT – Length: 50 Minutes
CIMA®, CPWA®, RMA®, CFA®, and CIPM®
approved for 1.0 CE credits
Fixed Income Outlook - Playing Offense
Presented by: Chris Cosantino and William Costigan
October 06, 2020 at 04:00 PM EDT – Length: 50 Minutes
CIMA®, CPWA®, RMA®, CFA®, and CIPM®
approved for 1.0 CE credits
What's Next For The Fiduciary Standard And Why Advisors Should Care
Presented by: Ron Rhoades, Knut Rostad and Dorothy Hinchcliff
October 06, 2020 at 03:00 PM EDT – Length: 50 Minutes
CIMA®, CPWA®, RMA®, CFA®, and CIPM®
approved for 1.0 CE credits
Uncovering Income-Boosting Opportunities in a Low-Rate Environment
Presented by: Jay McAndrew, Gene Tannuzzo and Marc Zeitoun
October 06, 2020 at 02:00 PM EDT – Length: 50 Minutes
CIMA®, CPWA®, RMA®, CFA®, and CIPM®
approved for 1.0 CE credits
Responsible Alpha® in a Changing World: Innovation as the Cornerstone of Positive Societal Change
Presented by: Stephen Sexeny, Jane White and Robert Huebscher
October 06, 2020 at 01:00 PM EDT – Length: 50 Minutes
CIMA®, CPWA®, RMA®, CFA®, CIPM®, and On-demand
approved for 1.0 CE credits
The Healthcare Conversation: Will it Save or Sink Your Business?
Presented by: Joanne Giardini-Russell, Phil Lubinski, Tom O'Connor and Sheryl O'Connor
October 06, 2020 at 12:00 PM EDT – Length: 50 Minutes
CIMA®, CPWA®, RMA®, CFA®, and CIPM®
approved for 1.0 CE credits
A Q&A With David Rosenberg: The Road Ahead For Investors
Presented by: David Rosenberg and Robert Huebscher
October 06, 2020 at 11:00 AM EDT – Length: 50 Minutes
CIMA®, CPWA®, RMA®, CFA®, and CIPM®
approved for 1.0 CE credits
2020 Election: 10 truths no matter who wins
Presented by: Brian Levitt
September 30, 2020 at 02:00 PM EDT – Length: 60 Minutes
CIMA®, CPWA®, CFA®, and CIPM®
approved for 1.0 CE credits
Valuation Driven® Investing: Exploiting Value and Growth Investors for Long-Term Wealth Creation
Presented by: Rafael Resendes
September 29, 2020 at 02:00 PM EDT – Length: 60 Minutes
CIMA®, CPWA®, CFA®, and CIPM®
approved for 1.0 CE credits
What’s ahead for post-election markets?
Presented by: Stephen Gallagher, Simeon Hyman, and Kieran Kirwan
September 24, 2020 at 02:00 PM EDT – Length: 60 Minutes
CIMA®, CPWA®, CFA®, and CIPM®
approved for 1.0 CE credits
Play bigger than you are: Effective team formation
Presented by: Abram Claude
September 23, 2020 at 02:00 PM EDT – Length: 60 Minutes
CIMA®, CPWA®, CFA®, and CIPM®
approved for 1.0 CE credits
The Modern Gold Rush - Making Sense of Today’s Precious Metal Investment Opportunities
Presented by: Stan Kian, Steve Dunn, and Bob Minter
September 17, 2020 at 02:00 PM EDT – Length: 60 Minutes
CIMA®, CPWA®, RMA®, CFA®, CIPM®, Live, and On-demand
approved for 1.0 CE credits
Limiting Risk and Growing Wealth with Fixed Income
Presented by: Bill Phillips
September 16, 2020 at 02:00 PM EDT – Length: 60 Minutes
CIMA®, CPWA®, RMA®, CFA®, CIPM®, Live, and On-demand
approved for 1.0 CE credits
Looking for Income with Covered Call Strategies
Presented by: Jay Jacobs, Rohan Reddy, & Ben Jones
September 14, 2020 at 02:00 PM EDT – Length: 60 Minutes
CIMA®, CPWA®, RMA®, CFA®, CIPM®, Live, and On-demand
approved for 1.0 CE credits
How Regulatory Changes and A.I. Technology are Driving Opportunities to Grow 401(k) Assets
Presented by: Megan Gunsorek, Louis Rosenberg, & Thomas Frost
September 10, 2020 at 02:00 PM EDT – Length: 60 Minutes
CIMA®, CPWA®, RMA®, CFA®, CIPM®, Live, and On-demand
approved for 1.0 CE credits
Balancing Income, Risk and Uncertainty with Municipal Bonds
Presented by: Eddie Bernhardt, Jason Bloom, Stephanie Larosiliere, & Adam Rochlin
August 19, 2020 at 02:00 PM EDT – Length: 60 Minutes
CIMA®, CPWA®, RMA®, CFA®, and CIPM®
approved for 1.0 CE credits
Behavioral Finance: The Power of Behavior to Build Wealth + Health
Presented by: Mark Halloran
August 13, 2020 at 02:00 PM EDT – Length: 60 Minutes
CIMA®, CPWA®, RMA®, CFA®, and CIPM®
approved for 1.0 CE credits
Looking Forward: Using a Proven ETF Rating to Build Better Client Portfolios
Presented by: Marc Chaikin
August 11, 2020 at 02:00 PM EDT – Length: 60 Minutes
CIMA®, CPWA®, RMA®, CFA®, and CIPM®
approved for 1.0 CE credits
Q&A: Communicating and Building Trust with Clients In A Virtual World
Presented by: Carol Anderson, Dan Solin, and Bob Veres with moderator Dorothy Hinchcliff
August 04, 2020 at 02:00 PM EDT – Length: 60 Minutes
CIMA®, CPWA®, RMA®, CFA®, and CIPM®
approved for 1.0 CE credits
Implementing a GBWM Framework with the SEI American Funds® Strategies
Presented by: John Anderson, J. Womack, and Chris Gies
July 30, 2020 at 02:00 PM EDT – Length: 60 Minutes
CIMA®, CPWA®, RMA®, CFA®, and CIPM®
approved for 1.0 CE credits
How COVID-19 Changed the Risk-Tolerance Discussion Forever
Presented by: Aladin Abughazaleh and Kerry Ryan, CPWA®
July 28, 2020 at 02:00 PM EDT – Length: 60 Minutes
CIMA®, CPWA®, RMA®, CFA®, and CIPM®
approved for 1.0 CE credits
Understanding the Investing Dynamics of Corporate Bonds in 2020
Presented by: Daniel Dolan & Roger McEniry of Dolan McEniry Capital Management and Jeffrey Seeley of iM Global Partner
July 23, 2020 at 02:00 PM EDT – Length: 60 Minutes
CIMA®, CPWA®, RMA®, CFA®, and CIPM®
approved for 1.0 CE credits
Thematic Investing & the Stay-at-Home Economy
Presented by: Jay Jacobs, Pedro Palandrani, and Andrew Little
July 22, 2020 at 02:00 PM EDT – Length: 60 Minutes
CIMA®, CPWA®, RMA®, CFA®, and CIPM®
approved for 1.0 CE credits
Redefining Income Generation and Risk Mitigation Using the Nasdaq-100
Presented by: Phil Mackintosh, Efram Slen, and Jonathan Molchan
July 15, 2020 at 02:00 PM EDT – Length: 60 Minutes
CIMA®, CPWA®, RMA®, CFA®, and CIPM®
approved for 1.0 CE credits
Practice management: A Navy SEAL’s secrets of success under conditions of uncertainty
Presented by: Jonathan D. Wilson National Accounts Manager Capital Group
June 30, 2020 at 02:00 PM EDT – Length: 60 Minutes
CIMA®, CPWA®, RMA®, CFA®, and CIPM®
approved for 1.0 CE credits
Q&A: How the Pandemic has Changed Advisory Practices
Presented by: Dorothy Hinchcliff, Dan Solin, Beverly Flaxington, and Sara Grillo
June 24, 2020 at 02:00 PM EDT – Length: 60 Minutes
A Primer on Defined Outcome ETFs and How RIAs Implement Them in Client Portfolios
Presented by: Bruce Bond, Graham Day, Rob Schulz, and Austin Smith
June 23, 2020 at 02:00 PM EDT – Length: 60 Minutes
CIMA®, CPWA®, RMA®, CFA®, and CIPM®
approved for 1.0 CE credits
Accessing the Nasdaq 100 with Built-In Buffers
Presented by: Bruce Bond & Graham Day of Innovator ETFs and Ben Jones of Nasdaq
June 11, 2020 at 02:00 PM EDT – Length: 60 Minutes
CIMA®, CPWA®, RMA®, CFA®, and CIPM®
approved for 1.0 CE credits
Looking Forward: ETFs In Your Clients’ Best Interest
Presented by: Carlton Neel, Pete Carmasino, and Sash Hayman
June 04, 2020 at 02:00 PM EDT – Length: 60 Minutes
CIMA®, CPWA®, RMA®, CFA®, and CIPM®
approved for 1.0 CE credits
The Long Game: A Case for Investing in Emerging Markets Through Periods of Volatility
Presented by: Donald Amstad
June 02, 2020 at 01:00 PM EDT – Length: 60 Minutes
CIMA®, CPWA®, RMA®, CFA®, CIPM®, and On-demand
approved for 1.0 CE credits
Positioning Your Firm for Growth
Presented by: Catherine Williams
May 28, 2020 at 02:00 PM EDT – Length: 60 Minutes
CIMA®, CPWA®, RMA®, CFA®, and CIPM®
approved for 1.0 CE credits
A Q&A on Crisis-Era Withdrawal and Social Security Strategies
Presented by: Dr. William Reichenstein and William Meyer
May 26, 2020 at 02:00 PM EDT – Length: 60 Minutes
The Long-Term Allure of Dividend Growth
Presented by: Scott Kefer, CFA, Lance Humphrey, CFA, and Patrick Wolf
May 19, 2020 at 02:00 PM EDT – Length: 60 Minutes
CIMA®, CPWA®, RMA®, CFA®, and CIPM®
approved for 1.0 CE credits
Do you really know what you own?
Presented by: Eric Schoenstein & Richard Clark
May 14, 2020 at 02:00 PM EDT – Length: 60 Minutes
CIMA®, CPWA®, RMA®, CFA®, and CIPM®
approved for 1.0 CE credits
Navigating The Effects of Black Swan Events
Presented by: Christian Magoon & Dan Cupkovic, CFP
May 12, 2020 at 02:00 PM EDT – Length: 60 Minutes
CIMA®, CPWA®, RMA®, CFA®, and CIPM®
approved for 1.0 CE credits
Adding Convertible Strategies to Your Playbook
Presented by: John P. Calamos, Sr., Eli Pars, & Joe Wysocki
May 07, 2020 at 02:00 PM EDT – Length: 60 Minutes
CIMA®, CPWA®, RMA®, CFA®, and CIPM®
approved for 1.0 CE credits
Q&A with Ben Inker of GMO on market valuations and asset allocation
Presented by: Ben Inker, GMO
May 05, 2020 at 02:00 PM EDT – Length: 45 Minutes
Keeping Clients Invested Using Behavioral Finance - 3 Simple Steps
Presented by: Jan Blakeley Holman, CFP®, CIMA ®, ChFC, CDFA, CFS, GFS®
April 30, 2020 at 02:00 PM EDT – Length: 60 Minutes
CIMA®, CPWA®, RMA®, CFA®, and CIPM®
approved for 1.0 CE credits
Market Volatility and the Diversification Potential of Municipal Fixed Income Investing
Presented by: Jonathan Mondillo
April 29, 2020 at 02:00 PM EDT – Length: 60 Minutes
CIMA®, CPWA®, RMA®, CFA®, and CIPM®
approved for 1.0 CE credits
Tackling Uncertainty with Defined Outcome ETFs
Presented by: Bruce Bond & Graham Day, CFA
April 28, 2020 at 02:00 PM EDT – Length: 60 Minutes
CIMA®, CPWA®, RMA®, CFA®, and CIPM®
approved for 1.0 CE credits
An Unprecedented Opportunity in Value
Presented by: George Davis & Ryan Thomes, CFA
April 21, 2020 at 02:00 PM EDT – Length: 60 Minutes
CIMA®, CPWA®, RMA®, CFA®, and CIPM®
approved for 1.0 CE credits
Market Volatility and the Diversification Potential of Precious Metals
Presented by: Steven Dunn & Stan Kiang
April 14, 2020 at 02:00 PM EDT – Length: 60 Minutes
CIMA®, CPWA®, RMA®, CFA®, and CIPM®
approved for 1.0 CE credits
Q&A with Gary Shilling on the economic impact of the coronavirus
Presented by: Gary Shilling
April 08, 2020 at 02:00 PM EDT – Length: 60 Minutes
Factor Rotation to Capture U.S. Large Cap Returns after a Market Downturn
Presented by: John Lunt of Capital Management & Patrick Wolf of Nasdaq Global Information Services
April 07, 2020 at 02:00 PM EDT – Length: 60 Minutes
CIMA®, CPWA®, RMA®, CFA®, and CIPM®
approved for 1.0 CE credits
Lessons Learned – How Defensive Strategies can Help During Market Pullbacks
Presented by: John Davi and Sylvia Jablonski of Direxion
March 31, 2020 at 02:00 PM EDT – Length: 60 Minutes
CIMA®, CPWA®, RMA®, CFA®, and CIPM®
approved for 1.0 CE credits
Buffer ETFs to Capitalize on Volatile Markets
Presented by: Bruce Bond & Graham Day of Innovator ETFs
March 26, 2020 at 02:00 PM EDT – Length: 60 Minutes
CIMA®, CPWA®, RMA®, CFA®, and CIPM®
approved for 1.0 CE credits
The Explosive Growth in E-Commerce in the Coronavirus World
Presented by: Kevin Kelly of Benchmark Investments & Sean O’Hara of Pacer ETF Distributors
March 24, 2020 at 02:00 PM EDT – Length: 60 Minutes
CIMA®, CPWA®, RMA®, CFA®, and CIPM®
approved for 1.0 CE credits
A Q&A Session on the Coronavirus with a Top Infectious Disease Specialist
Presented by: Dr. Julie Parsonnet, Professor of Health Research and Policy at Stanford University
March 18, 2020 at 02:00 PM EDT – Length: 60 Minutes
Wealth in Transition: Retaining Multigenerational Assets
Presented by: Linda Eaton, CWS
March 12, 2020 at 04:00 PM EDT – Length: 60 Minutes
CIMA®, CPWA®, RMA®, CFA®, and CIPM®
approved for 1.0 CE credits
Integrating ESG Throughout the Investment Process
Presented by: John Hertzer, CFA, Portfolio Manager and Vice President at Dimensional
March 03, 2020 at 02:00 PM EST – Length: 60 Minutes
CIMA®, CPWA®, RMA®, CFA®, CIPM®
approved for 1.0 CE credits
Beware of the Crowd: A 2020 Muni Outlook
Presented by: Greg Steier, Managing Director, Head of Tax-Exempt Portfolio Management at BBH
February 27, 2020 at 02:00 PM EST – Length: 60 Minutes
CIMA®, CPWA®, RMA®, CFA®, CIPM®
approved for 1.0 CE credits
The Case for Replication in Alternative Asset Classes
Presented by: Jeffrey Seeley of iM Global Partner and Andrew Beer of Dynamic Beta investments
January 22, 2020 at 02:00 PM EST – Length: 60 Minutes
CIMA®, CPWA®, RMA®, CFA®, CIPM®
approved for 1.0 CE credits
Impacting and influencing Financial Advisors – a look at their profile and media consumption habit
Presented by: David March of Erdos & Morgan
January 14, 2020 at 02:00 PM EST – Length: 60 Minutes
The Bull Market Has Not Run its Course
Presented by: Neil Hennessy, Ryan C. Kelley, CFA, Ben Cook, CFA, and David Ellison
December 17, 2019 at 02:00 PM EST – Length: 60 Minutes
CIMA®, CPWA®, RMA®, CFA®, CIPM®
approved for 1.0 CE credits
The Unique Opportunities and Challenges for Bond Investors in 2020
Presented by: David A. Plecha, CFA
December 12, 2019 at 02:00 PM EST – Length: 60 Minutes
CIMA®, CPWA®, RMA®, CFA®, CIPM®
approved for 1.0 CE credits
A Smarter Way to Invest in Small Cap Value (Duration 30 minutes)
Presented by: Robert H. Bergson, CFA and Michael Natale
November 25, 2019 at 02:00 PM EST – Length: 30 Minutes
CFA®
approved for 0.5 CE credits
Your niche is waiting: Help your best clients build wealth at work
Presented by: Abram Claude
November 19, 2019 at 02:00 PM EST – Length: 60 Minutes
CIMA®, CPWA®, RMA®, CFA®, CIPM®
approved for 1.0 CE credits
Planning for long-term care expenses — as a family
Presented by: Florrie Willis of Lincoln Financial
November 14, 2019 at 02:00 PM EST – Length: 60 Minutes
CIMA®, CPWA®, RMA®, CFA®, CIPM®
approved for 1.0 CE credits
New Research on Communicating Financial Planning Content in a Short-Attention-Span World
Presented by: Dan Richards
November 12, 2019 at 02:00 PM EST – Length: 60 Minutes
CIMA®, CPWA®, RMA®, CFA®, CIPM®
approved for 1.0 CE credits
Challenging the Conventional Wisdom about Target Date Funds
Presented by: Ashish Shrestha and Chris Anderson Regional of Dimensional
October 31, 2019 at 02:00 PM EDT – Length: 60 Minutes
CIMA®, CPWA®, RMA®, CFA®, CIPM®
approved for 1.0 CE credits
Training the Investor Brain 2: Managing Emotions and Building Your Business
Presented by: Dr. Frank Murtha, Bob Schmidt & Matt Johnson
October 29, 2019 at 02:00 PM EDT – Length: 60 Minutes
CIMA®, CPWA®, RMA®, CFA®, and CIPM®
approved for 1.0 CE credits
The Next Frontier in Outsourced Investment Management: Dispelling the Myths around Today’s Managed
Presented by: Barrett Ayers of Adhesion Wealth and Dave O’Rourke of Paulson Investment Company
October 23, 2019 at 02:00 PM EDT – Length: 60 Minutes
CIMA®, CPWA®, RMA®, CFA®, CIPM®
approved for 1.0 CE credits
Portfolio Protection and Income Generation using Nasdaq-100 Index Options
Presented by: Sean Feeney and Efram Slen
October 16, 2019 at 02:00 PM EDT – Length: 60 Minutes
CIMA®, CPWA®, RMA®, CFA®, CIPM®
approved for 1.0 CE credits
Discover the Investment Opportunities in Global Infrastructure
Presented by: Simeon Hyman, CFA, and Kieran Kirwan, CAIA
October 08, 2019 at 02:00 PM EDT – Length: 60 Minutes
CIMA®, CPWA®, RMA®, CFA®, CIPM®
approved for 1.0 CE credits
The Case for Greater China Exposure in Your Portfolio
Presented by: Jeremy Murden, Chwang and S. Joyce Li, CFA
October 02, 2019 at 02:00 PM EDT – Length: 60 Minutes
CIMA®, CPWA®, RMA®, CFA®, CIPM®
approved for 1.0 CE credits
Finding Growth in a Low-Growth World
Presented by: Brandon M. Nelson, CFA Senior Portfolio Manager Calamos Investments
September 24, 2019 at 02:00 PM EDT – Length: 60 Minutes
CIMA®, CPWA®, RMA®, CFA®, CIPM®
approved for 1.0 CE credits
Riding The Aging Bull Market
Presented by: David Mazza and Inkoo Kang of Direxion
September 18, 2019 at 02:00 PM EDT – Length: 60 Minutes
CIMA®, CPWA®, RMA®, CFA®, CIPM®
approved for 1.0 CE credits
The Process of Managing Retirement Income
Presented by: Andrew Rice, CIMA® of Thornburg Investment Management
September 10, 2019 at 02:00 PM EDT – Length: 60 Minutes
CIMA®, CPWA®, RMA®, CFA®, CIPM®
approved for 1.0 CE credits
Guggenheim’s Macro Outlook: Will the Fed’s Pivot Save the Day?
Presented by: Brian Smedley, Head of Macroeconomic and Investment Research at Guggenheim Investments
August 13, 2019 at 02:00 PM EDT – Length: 60 Minutes
CIMA®, CPWA®, RMA®, CFA®, CIPM®
approved for 1.0 CE credits
Finding the Right Ecosystem in the Broker-Dealer Jungle
Presented by: Sara Grillo, CFA
August 08, 2019 at 02:00 PM EDT – Length: 60 Minutes
CIMA®, CPWA®, RMA®, CFA®, CIPM®
approved for 1.0 CE credits
International Equities: Why It Shouldn’t Be a “Wait-and-See”
Presented by: Jeffrey Germain & Matthew C. Johnson of Brandes Investment Partners
June 20, 2019 at 02:00 PM EDT – Length: 60 Minutes
CIMA®, CPWA®, RMA®, CFA®, CIPM®, and On-demand
approved for 1.0 CE credits
Helping Investors Plan for Retirement
Presented by: Ashish Shrestha & Olivian Pitis, CFA®, AIFA® of Dimensional
May 07, 2019 at 02:00 PM EDT – Length: 60 Minutes
CIMA®, CPWA®, RMA®, CFA®, CIPM®
approved for 1.0 CE credits
Keeping Clients Buckled In: How to have Conversations about Investments
Presented by: Brian Levitt, Senior Investment Strategist, OppenheimerFunds, Inc.
May 02, 2019 at 02:00 PM EDT – Length: 60 Minutes
CIMA®, CPWA®, RMA®, CFA®, CIPM®
approved for 1.0 CE credits
Managing Fixed Income for Absolute Returns in an Uncertain Environment
Presented by: Eddy Vataru, Lead Portfolio Manager of OSTRX Osterweis
March 27, 2019 at 02:00 PM EDT – Length: 60 Minutes
CIMA®, CPWA®, CFA®, and CIPM®
approved for 1.0 CE credits
How to own the S&P 500 with built-in buffers
Presented by: Bruce Bond, Graham Day, and Matt Kaufman
March 21, 2019 at 04:15 PM EDT – Length: 60 Minutes
CFA®, and CIPM®
approved for 1.0 CE credits
Survey Results - RIA Capacity and Segmentation Practices
Presented by: Bob Veres, Lisa Rapuano, CFA, & Brent Weiss CFP®, ChFC®
March 13, 2019 at 02:00 PM EDT – Length: 60 Minutes
CIMA®, CPWA®, CFA®, and CIPM®
approved for 1.0 CE credits
How to Add Value in today's Muni Bond Market
Presented by: Mark Paris of Invesco, David LaRusso of Dimensional, David A. Plecha, CFA, of Dimensional, and Robert Huebscher of Advisor Perspectives
February 28, 2019 at 02:00 PM EST – Length: 75 Minutes
CIMA®, CPWA®, CFA®, and CIPM®
approved for 1.5 CE credits
How to avoid Screwing Up your website
Presented by: Sara Grillo, CFA, and Dan Solin
February 19, 2019 at 12:30 PM EST – Length: 45 Minutes
Advisor Preferences for ESG/SRI Investing
Presented by: Leigh Jedeikin, Daniel Ong, and Robert Huebscher
December 11, 2018 at 01:00 PM EST – Length: 60 Minutes
CFA®
approved for 1.0 CE credits
The Liquidity Mismatch in Client Portfolios: Investing for Retirement
Presented by: Kimberly Flynn and David Adler of XA Investments
November 15, 2018 at 04:15 PM EST – Length: 60 Minutes
CFA®
approved for 1.0 CE credits
Leveraging Centers of Influence to Optimize Financial Planning Outcomes for Clients
Presented by: Sara Grillo, CFA
September 27, 2018 at 02:15 PM EDT – Length: 60 Minutes
CFA®
approved for 1.0 CE credits
How Advisors Should Talk to Millennial Clients If You Want Them to Listen To You
Presented by: Sara Grillo, CFA
August 01, 2018 at 04:15 PM EDT – Length: 60 Minutes
CFA®
approved for 1.0 CE credits
No Longer a Niche: Women in Wealth
Presented by: Katie Keary, CFP®, CDFA®
July 26, 2018 at 04:15 PM EDT – Length: 60 Minutes
CFA®
approved for 1.0 CE credits
How You Can Fight Back Against Financial Elder Abuse
Presented by: Dr. Mikol Davis & Carolyn Rosenblatt
July 18, 2018 at 04:15 PM EDT – Length: 60 Minutes
CFA®
approved for 1.0 CE credits
How Successful Advisors Build a Pipeline of Prospective Clients – And How You Can Too
Presented by: Dan Richards
June 21, 2018 at 04:15 PM EDT – Length: 60 Minutes
CFA®, and CIPM®
approved for 1.0 CE credits
Engaging & Retaining Client Relationships
Presented by: Matt Halloran
May 23, 2018 at 04:15 PM EDT – Length: 60 Minutes
CFA®, and CIPM®
approved for 1.0 CE credits
Income Investing for a Rising Rate Environment
Presented by: Kimberly Flynn and John Dudzik
April 25, 2018 at 04:15 PM EDT – Length: 60 Minutes
CFA®
approved for 1.0 CE credits
Creating More Efficient Portfolios & Reducing the Risk of Black Swans
Presented by: Larry Swedroe & Kevin Grogan, CFA
April 12, 2018 at 04:15 PM EDT – Length: 60 Minutes
CFA®
approved for 1.0 CE credits
Understanding Diminished Capacity and Long Term Care
Presented by: Carolyn Rosenblatt, RN, Elder law attorney and Dr. Mikol Davis, geriatric psychologist, AgingInvestor.com
March 29, 2018 at 05:15 PM EDT – Length: 60 Minutes
CFA®
approved for 1.0 CE credits
How Nobel Prize-Winning Insights Shape Client Behavior
Presented by: Dan Richards
March 21, 2018 at 04:15 PM EDT – Length: 60 Minutes
CFA®
approved for 1.0 CE credits
CFP Board Proposed Fiduciary Standards: A Good Small Step That Needs a Giant Leap
Presented by: Cheryl Holland, Rick Kahler and Knut Rostad
March 08, 2018 at 04:15 PM EST – Length: 60 Minutes
CFA®
approved for 1.0 CE credits
Transform your Business through Process, People and Technology
Presented by: Jen Goldman
February 15, 2018 at 04:15 PM EST – Length: 60 Minutes
CFA®
approved for 1.0 CE credits
The 2018 fixed income outlook: It’s quiet…is it too quiet?
Presented by: Matt Toms, Chief Investment Officer of Fixed Income at Voya Investment Management
January 24, 2018 at 04:15 PM EST – Length: 60 Minutes
CFA®
approved for 1.0 CE credits
The Fatal Flaws with Financial Planning – and How to Fix Them
Presented by: Dan Richards
December 13, 2017 at 04:15 PM EST – Length: 60 Minutes
CFA®
approved for 1.0 CE credits
How Much Can I Spend in Retirement?
Presented by: Wade Pfau, Ph.D., CFA
December 06, 2017 at 04:15 PM EST – Length: 60 Minutes
CFA®
approved for 1.0 CE credits
Registration:
To register for an upcoming webinar, click the Attend button below. If you have previously attended a webinar, you may be prompted to click the Log In button on the right once you click attend. If this is your first APViewpoint webinar, fill out the fields when prompted to join our webinar platform and attend the webinar.
Continuing education:
CFP Board® has approved many of our live webinars for one hour of CE credit towards the CFP® certification. If you provide the required information during the webinar registration process and stay for the entire session we will report your attendance to the CFP Board®.
Investments & Wealth Institute has accepted many of our programs for CE credit towards the CIMA®, CPWA®, and RMA® certifications. If you provide the required information during the webinar registration process and stay for the entire live event we will report your attendance to the Investments & Wealth Institute. If you watch the on-demand event please email us at [email protected] for the webinar ID to self-report your attendance.
CFA institute allows for CFA Institute members to self-report live and on-demand webinars for CFA® and CIPM® CE credit.
APViewpoint membership:
Advisors no longer need to be a member of APViewpoint to attend our webinars. However, advisors are encouraged to become a member of APViewpoint and participate in the follow-up Q&A and discussion.
