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
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
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®, CIPM®, CPWA®, CFA®, CIMC®, and RMA®
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®, CIPM®, CPWA®, CFA®, CIMC®, and RMA®
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®, CIPM®, CPWA®, CFA®, CIMC®, and RMA®
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®, CIPM®, CPWA®, CFA®, CIMC®, and RMA®
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
CFP®, CIMA®, CIPM®, CPWA®, CFA®, CIMC®, and RMA®
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®, CIPM®, CPWA®, CFA®, CIMC®, and RMA®
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®, CIPM®, CPWA®, CFA®, CIMC®, and RMA®
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®, CIPM®, CPWA®, CFA®, CIMC®, and RMA®
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®, CIPM®, CPWA®, CFA®, CIMC®, and RMA®
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®, CIPM®, CPWA®, CFA®, CIMC®, and RMA®
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®, CIPM®, CPWA®, CFA®, CIMC®, and RMA®
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®, CIPM®, CPWA®, CFA®, CIMC®, and RMA®
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®, CIPM®, CPWA®, CFA®, CIMC®, and RMA®
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®, CIPM®, CPWA®, CFA®, CIMC®, and RMA®
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
CFP®, CIMA®, CIPM®, CPWA®, CFA®, CIMC®, and RMA®
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®, CIPM®, CPWA®, CFA®, CIMC®, and RMA®
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®, CIPM®, CPWA®, CFA®, CIMC®, and RMA®
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®, CIPM®, CPWA®, and CFA®
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
CIPM®, and CFA®
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®, CIPM®, CPWA®, and CFA®
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®, CIPM®, CPWA®, and CFA®
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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.
