Webinars
Educational seminars from industry experts
Upcoming Webinars:
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
CFP®, 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
CFP®, 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
CFP®, CIMA®, CPWA®, 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
CFP®, CIMA®, CPWA®, CFA®, and CIPM®
approved for 1.0 CE credits
On-demand Webinars:
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
CFP®, 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
CFP®, 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
CFP®, 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
CFP®, 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
CFP®, 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
CFP®, 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
CFP®, 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
CFP®, 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
CFP®, 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
CFP®, 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
CFP®, 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
CFP®, 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
CFP®, 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
CFP®, 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
CFP®, 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
CFP®, 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
CFP®, 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
CFP®, 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
CFP®, 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
CFP®, 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
CFP®, 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
CFP®, 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
CFP®, 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
CFP®, 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
CFP®, CIMA®, CPWA®, RMA®, CFA®, 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
CFP®, CIMA®, CPWA®, RMA®, CFA®, 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
CFP®, 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
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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.
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