Continuing Education Credits for Advisors

Continuing Education Credits for Advisors

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

 

Advisor Webcast:
 Are Boomers Really OK? A Survival Guide for Retiree Assets - A CE Credit Webcast
Description: 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.
Date: October 29, 2021
Duration: 56 minutes
CE Credit:

Investments & Wealth Institute® has accepted Getting New Clients in the Pandemic World: The Key Solutions for 2021 and Beyond for 1 hour of 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, please self-report your attendance to IWI. The CFP Board® accepts the LIVE program 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, Brandes will report your attendance to these organizations.

Register Here
  

Advisor Webcast:
 Training the Investor Brain 2: Managing Emotions and Building Your Business
Description: Investing and human psychology are deeply connected. So, can you use psychological insights to invest better? And what is the practical value of behavioral finance? Learn about tools and techniques that can make a real-world difference. Bob Schmidt  and Dr. Frank Murtha discuss ideas that support smarter investing.
Date: October 29, 2019
Duration: 1 hour
CE Credit: Accepted for one hour of CE credit towards the CFP®, CFA®, CIMA®, CPWA®, CIMC®, and RMA® certifications. After you watch this on-demand webcast, please send an email to cecredit@advisorperspectives.com for the IWI® webcast ID to self-report your attendance for CFA®, CIMA®, CPWA®, CIMC® and RMA® certifications. For CFP®, please complete the quiz located in the lower-right of the webcast console, complete the form and self-submit for CE credit.
Register Here
  

Advisor Webcast:
 Training the Investor Brain: Tactics to Manage Client Emotions
Description: 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.
Date:   July 31, 2018
Duration:   1 hour
CE Credit:
  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.
Register Here

  


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