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

Register Now

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

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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

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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

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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

Watch Now

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

Watch Now

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

Watch Now

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

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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

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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

Watch Now

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

Watch Now

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

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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

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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

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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

Watch Now

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

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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

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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

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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

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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

Watch Now

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

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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

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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

Watch Now

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

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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

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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

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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

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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

Watch Now

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

Watch Now

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

Watch Now

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

Watch Now

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

Watch Now

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

Watch Now

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

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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

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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

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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

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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

Watch Now

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

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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

Watch Now

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

Watch Now

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

Watch Now

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

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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

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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

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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

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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

Watch Now

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

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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

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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

Watch Now

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

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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

Watch Now

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

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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

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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

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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

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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

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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

Watch Now

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

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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

Watch Now

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

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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

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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

Watch Now

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

Watch Now

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

Watch Now

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

Watch Now

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

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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

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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

Watch Now

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

Watch Now

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

Watch Now

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

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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

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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

Watch Now

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

Watch Now

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

Watch Now

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

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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

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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

Watch Now

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

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

Watch Now

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

Watch Now

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

Watch Now

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

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

Watch Now

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

Watch Now

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

Watch Now

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

Watch Now

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

Watch Now

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

Watch Now

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

Watch Now

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

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

Watch Now

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

Watch Now

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

Watch Now

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

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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®, CPWA®, RMA®, CFA®, CIPM® 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®, CPWA®, CFA®, and CIPM® 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
CFA®, and CIPM® 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®, CPWA®, CFA®, and CIPM® 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®, CPWA®, CFA®, and CIPM® 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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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

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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
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
CFA® approved for 1.0 CE credits

Watch Now

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

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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
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
CFA® approved for 1.0 CE credits

Watch Now

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

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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

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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
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
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
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
CFA® approved for 1.0 CE credits

Watch Now

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

Watch Now

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

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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
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
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
CFA® approved for 1.0 CE credits

Watch Now

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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.

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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.