Continuing Education Credits Webcasts

The following on-demand webcasts are presented and sponsored by Brandes Investment Partners and are available for CE credit

  • China: Then and Now

    A discussion on China’s journey through decades of relentless transformation. Topics include: China’s rise on the world’s economic and geopolitical stage; China’s economic outlook and challenges; China within the emerging markets equity asset class

    Investments & Wealth Institute® accepts China: Then and Now for one hour of CE credit towards the CIMA®, CPWA®, CIMC®, and RMA® certification. The CFP Board® accepts China: Then and Now for one hour of CE credit towards the CFP® certification. If you provided the required information during the webinar registration process, stay for the entire session, and successfully complete the 10-question quiz on the viewer console, Brandes will report your attendance.

  • Are Boomers Really OK? A Survival Guide for Retiree Assets

    As Boomers enter traditional retirement years, they may wonder whether their retirement money will last for the rest of their lifetimes. In this webcast, we’ll draw on research from diverse Brandes Institute projects and present a comprehensive, objective look at various asset allocation plans. We'll also discuss potential missteps Boomers may make, as well as practical suggestions and tips on how to avoid these potential mistakes.

    Investments & Wealth Institute® accepts Are Boomers Really OK? A Survival Guide for Retiree Assets for one hour of CE credit towards the CIMA®, CPWA®, CIMC®, and RMA® certifications. The CFP Board® accepts Are Boomers Really OK? A Survival Guide for Retiree Assets for one hour of CE credit towards the CFP® certification. If you provided the required information during the webinar registration process, stay for the entire session, and successfully complete the 10-question quiz on the viewer console, Brandes will report your attendance to these organizations.

  • Training the Investor Brain: Tactics to Manage Client Emotions

    Decisions about investing are, sadly, not always based on facts and knowledge. Emotions that attach themselves to money can prompt unwise and impractical behaviors. Discover how behavioral biases can undermine—or even damage—prospects for long-term investing success. Bob Schmidt discusses ways to address and overcome common misperceptions and embrace rational decision-making that supports intelligent investment choices.
    Accepted for one hour of CE credit towards CFP®, CFA® and CIMA®, CIMC® or CPWA® certifications. On the registration page, please enter your CFP Board Number/CIMA ID Number/CFA Institute ID. You will need to self-submit the credit to the appropriate board using the Certificate of Completion for CFA and CIMA. The Certificate for Completion is located at the bottom of the webcast console and will be available after you pass the CE test which is also located at the bottom of the console. For CFP credit, RIA Channel will submit on your behalf.