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:
 Training the Investor Brain 2: Managing Emotions and Building Your Business
Description: Investing includes psychological aspects, but what are the practical applications of behavioral finance? How can you use investing psychology to help your clients and grow your business? Training the Investor Brain 2 presents pragmatic tools and techniques to make a real-world difference for you and your client base. Join co-hosts Bob Schmidt and Dr. Frank Murtha for this insightful webinar. Bob is Manager of the Brandes Institute. Dr. Murtha is a psychologist, award-winning author, and co-founder of the behavioral finance consulting firm MarketPsych.
Date: October 29, 2019
Duration: 1 hour, 2 minutes
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® webinar 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:
 International Equities: Why It Shouldn’t Be a “Wait-and-See”
Description: With U.S. equities now having outperformed their international counterparts in recent history, there have been plenty of discussions on how expensive the domestic stock market has become. Yet many investors seem reluctant to allocate to companies abroad, shrugging off elevated valuations for U.S. stocks and any negative news fairly quickly. In this webcast, we will share our insights on why non-U.S. stocks deserve a meaningful allocation in a balanced equity portfolio; and why now may be a good time to break away from the herd.
Date: June 20, 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® webinar 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:
 Emerging Markets: Should I Stay or Should I Go?
Description: In this webcast, we will discuss how the emerging markets equity asset class has evolved over the past two decades; and why now may be a good time to allocate to emerging markets despite investor concerns. 
Date:  September 26, 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
  

Advisor Webcast:
 Training the Investor Brain: Tactics to Manage Client Emotions
Description: Investing can evoke impractical behaviors brought on by emotions versus facts and knowledge. In this webcast, you will discover how behavioral biases can damage clients’ chances of long-term investment success; and learn ways to address and overcome common investor misperceptions while encouraging rational decision-making.
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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