Webinars

Educational seminars from industry experts

Upcoming Webinars:

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
CFP®, CIMA®, CIPM®, CPWA®, CFA®, CIMC®, and RMA® approved for 1.0 CE credits

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On-demand Webinars:

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
CFP®, CIMA®, CIPM®, CPWA®, CFA®, CIMC®, and RMA® approved for 1.0 CE credits

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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

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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®, CIPM®, CPWA®, CFA®, CIMC®, and RMA® approved for 1.0 CE credits

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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®, CIPM®, CPWA®, CFA®, CIMC®, and RMA® approved for 1.0 CE credits

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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®, CIPM®, CPWA®, CFA®, CIMC®, and RMA® approved for 1.0 CE credits

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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®, CIPM®, CPWA®, CFA®, CIMC®, and RMA® approved for 1.0 CE credits

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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
CFP®, CIMA®, CIPM®, CPWA®, CFA®, CIMC®, and RMA® approved for 1.0 CE credits

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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®, CIPM®, CPWA®, CFA®, CIMC®, and RMA® approved for 1.0 CE credits

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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®, CIPM®, CPWA®, CFA®, CIMC®, and RMA® approved for 1.0 CE credits

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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®, CIPM®, CPWA®, CFA®, CIMC®, and RMA® approved for 1.0 CE credits

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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®, CIPM®, CPWA®, CFA®, CIMC®, and RMA® approved for 1.0 CE credits

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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®, CIPM®, CPWA®, CFA®, CIMC®, and RMA® approved for 1.0 CE credits

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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®, CIPM®, CPWA®, CFA®, CIMC®, and RMA® approved for 1.0 CE credits

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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®, CIPM®, CPWA®, CFA®, CIMC®, and RMA® approved for 1.0 CE credits

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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®, CIPM®, CPWA®, CFA®, CIMC®, and RMA® approved for 1.0 CE credits

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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®, CIPM®, CPWA®, CFA®, CIMC®, and RMA® approved for 1.0 CE credits

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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
CFP®, CIMA®, CIPM®, CPWA®, CFA®, CIMC®, and RMA® approved for 1.0 CE credits

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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®, CIPM®, CPWA®, CFA®, CIMC®, and RMA® approved for 1.0 CE credits

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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®, CIPM®, CPWA®, CFA®, CIMC®, and RMA® approved for 1.0 CE credits

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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®, CIPM®, CPWA®, and CFA® approved for 1.0 CE credits

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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
CIPM®, and CFA® approved for 1.0 CE credits

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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®, CIPM®, CPWA®, and CFA® approved for 1.0 CE credits

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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®, CIPM®, CPWA®, and CFA® approved for 1.5 CE credits

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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

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Mid Cap Trends: Volatility and the Year Ahead

Presented by: John Indellicate, CFA, of Scout Investments and Christopher Sassouni, DMD, of Eagle Asset Management, both affiliates of Carillon Tower Advisers
January 23, 2019 at 04:14 PM EST – Length: 60 Minutes
CIMA®, CIPM®, CPWA®, and CFA® approved for 1.0 CE credits

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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
CIMA®, CIPM®, CPWA®, and CFA® approved for 1.0 CE credits

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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
CIMA®, CIPM®, CPWA®, and CFA® approved for 1.0 CE credits

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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
CIMA®, CIPM®, CPWA®, and CFA® approved for 1.0 CE credits

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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
CIMA®, CIPM®, CPWA®, and CFA® approved for 1.0 CE credits

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No Longer a Niche: Women in Wealth

Presented by: Katie Keary, CFP®, CDFA®
July 26, 2018 at 04:15 PM EDT – Length: 60 Minutes
CIPM®, and CFA® approved for 1.0 CE credits

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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
CIMA®, CIPM®, CPWA®, and CFA® approved for 1.0 CE credits

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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
CIPM®, and CFA® approved for 1.0 CE credits

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Engaging & Retaining Client Relationships

Presented by: Matt Halloran
May 23, 2018 at 04:15 PM EDT – Length: 60 Minutes
CIPM®, and CFA® approved for 1.0 CE credits

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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
CIMA®, CIPM®, CPWA®, and CFA® approved for 1.0 CE credits

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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
CIMA®, CIPM®, CPWA®, and CFA® approved for 1.0 CE credits

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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
CIMA®, CIPM®, CPWA®, and CFA® approved for 1.0 CE credits

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How Nobel Prize-Winning Insights Shape Client Behavior

Presented by: Dan Richards
March 21, 2018 at 04:15 PM EDT – Length: 60 Minutes
CIMA®, CIPM®, CPWA®, and CFA® approved for 1.0 CE credits

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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
CIMA®, CIPM®, CPWA®, and CFA® approved for 1.0 CE credits

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Transform your Business through Process, People and Technology

Presented by: Jen Goldman
February 15, 2018 at 04:15 PM EST – Length: 60 Minutes
CIPM®, and CFA® approved for 1.0 CE credits

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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
CIMA®, CIPM®, CPWA®, and CFA® approved for 1.0 CE credits

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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
CIMA®, CIPM®, CPWA®, and CFA® approved for 1.0 CE credits

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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
CIMA®, CIPM®, CPWA®, and CFA® approved for 1.0 CE credits

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The Truth & Consequences of QE

Presented by: Matt Toms, Chief Investment Officer of Fixed Income at Voya Investment Management
November 02, 2017 at 04:15 PM EDT – Length: 60 Minutes
CIMA®, CIPM®, CPWA®, and CFA® approved for 1.0 CE credits

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Ric Edelman: The Truth about Your Future

Presented by: Ric Edelman
October 18, 2017 at 04:15 PM EDT – Length: 60 Minutes
CIMA®, CIPM®, CPWA®, and CFA® approved for 1.0 CE credits

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Is Your Client’s Gender Costing Her a Fortune?

Presented by: Kathleen Burns Kingsbury
October 05, 2017 at 04:15 PM EDT – Length: 60 Minutes
CIMA®, CIPM®, CPWA®, and CFA® approved for 1.0 CE credits

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A Debate on the DOL Fiduciary Rule

Presented by: Participants: Tom Hegna and Knut Rostad; Moderator: Robert Huebscher
September 07, 2017 at 04:15 PM EDT – Length: 60 Minutes
CIMA®, CIPM®, CPWA®, and CFA® approved for 1.0 CE credits

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The Impact of Dynamic Approaches on Optimal Retirement Income Strategies

Presented by: David Blanchett
August 23, 2017 at 04:15 PM EDT – Length: 60 Minutes
CIMA®, CIPM®, CPWA®, and CFA® approved for 1.0 CE credits

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A New Approach to Sustainable Spending in Retirement

Presented by: Wade Pfau, Ph.D., CFA
August 02, 2017 at 04:15 PM EDT – Length: 60 Minutes
CIMA®, CIPM®, CPWA®, and CFA® approved for 1.0 CE credits

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New Strategies for Reducing Single-Stock Concentration Risk

Presented by: Thomas Boczar, Nischal Pai, and Elizabeth Ostrander
July 12, 2017 at 04:15 PM EDT – Length: 60 Minutes
CIMA®, CIPM®, CPWA®, and CFA® approved for 1.0 CE credits

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Fishing for Sustainable Growth: Why Demographics are Not Destiny

Presented by: Michael Falk
June 14, 2017 at 04:15 PM EDT – Length: 60 Minutes
CIMA®, CIPM®, CPWA®, and CFA® approved for 1.0 CE credits

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Populism, Deregulation and the New Challenges for ESG Investors

Presented by: Abdur Nimeri, Ph.D.
June 06, 2017 at 04:15 PM EDT – Length: 60 Minutes
CIMA®, CIPM®, CPWA®, and CFA® approved for 1.0 CE credits

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Navigating the Complexities of Investing in China

Presented by: Brian Beitner, CFA, Managing Partner, Chautauqua Capital Management
May 17, 2017 at 04:15 PM EDT – Length: 60 Minutes
CIMA®, CIPM®, CPWA®, and CFA® approved for 1.0 CE credits

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Preparing for the Fiduciary Battle: How Advisors Can Get an Unfair Advantage

Presented by: Knut Rostad
April 20, 2017 at 04:15 PM EDT – Length: 60 Minutes
CIMA®, CIPM®, CPWA®, and CFA® approved for 1.0 CE credits

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The Washington Update 2017:How President Trump’s Initiatives Will Impact You and Your Clients

Presented by: Jeff Bush, The Washington Update
April 06, 2017 at 04:15 PM EDT – Length: 60 Minutes
CIMA®, CIPM®, CPWA®, and CFA® approved for 1.0 CE credits

Watch Now

Inflation: Low and Slow or Set to Boil?

Presented by: Mark Carlson
March 22, 2017 at 04:15 PM EDT – Length: 60 Minutes
CIMA®, CIPM®, CPWA®, and CFA® approved for 1.0 CE credits

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A Conversation with Dimensional’s David Booth

Presented by: David Booth; Moderator: Dan Solin
March 15, 2017 at 04:15 PM EDT – Length: 60 Minutes
CIMA®, CIPM®, CPWA®, and CFA® approved for 1.0 CE credits

Watch Now

Mutual funds versus ETFs: Which are better for your clients?

Presented by: Steven Vannelli
February 23, 2017 at 04:15 PM EST – Length: 60 Minutes
CIMA®, CIPM®, CPWA®, and CFA® approved for 1.0 CE credits

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Gary Shilling’s 2017 Outlook for the Economy and the Markets

Presented by: A. Gary Shilling
February 09, 2017 at 04:15 PM EST – Length: 60 Minutes
CIMA®, CIPM®, CPWA®, and CFA® approved for 1.0 CE credits

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Tools for Collaborative Portfolio Design

Presented by: Christopher J. Sidoni, CFA, CFP
January 26, 2017 at 04:15 PM EST – Length: 60 Minutes
CIMA®, CIPM®, CPWA®, and CFA® approved for 1.0 CE credits

Watch Now

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®, CIMC®, 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 cecredits@advisorperspectives.com 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.