Webinars
Educational seminars from industry experts
Upcoming Webinars:
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
CFP®, 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
CFP®, 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
CFP®, 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 23, 2020 at 02:00 PM EDT – Length: 60 Minutes
CFP®, CIMA®, CPWA®, RMA®, CFA®, and CIPM®
approved for 1.0 CE credits
On-demand Webinars:
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
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.
