Continuing Education Center

A Broadening of Opportunities

While the first half of the year saw markets narrowly led by U.S. mega-cap technology companies, amid relatively low volatility, and a narrow focus on Fed policy, the back half of the year could see a broadening. We believe an active approach emphasizing diversification will be increasingly important in helping investors take advantage of shifting market conditions.

CE credit: 1 hour
Eligible designations: CFP^®, CIMA^®
Recorded on: July 16, 2024

How central bank policy could impact your portfolio

Up or down? In a shifting rate environment, we’re asking better questions to help you make sense of the investment opportunities and implications. View now as our experts provide an update on monetary policy and the key themes facing markets in the second half of 2024.

CE credit: 1 hour
Eligible designations: CFP^®, CMA^®
Recorded on: June 18, 2024

Seizing Opportunities in Today’s Market

Markets have surprised to the upside thus far in 2024. For those investors left on the sidelines, is it now too late to chase the market? Or are there still pockets of opportunity to seize, particularly if we look beyond public markets?

CE credit: 1 hour
Eligible designations: CFP^®, CIMA^®
Recorded on: April 23, 2024

Is Now the Time to Redeploy Cash?

Our expert panel share insights on how redeploying cash slightly before a Federal Funds interest rate cycle peak, at the peak, or after the peak may offer better results than cash.

CE credit: 1 hour
Eligible designations: CFP^®, CIMA^®
Recorded on: March 19, 2024

The Other Side of Uncertainty

As recent market distortions start to fade, fixed income yields look attractive and pockets of opportunity are appearing among equities.

CE credit: 1 hour
Eligible designations: CFP^®, CIMA^®
Recorded on: January 23, 2024

And the impact of costs and innovations on planning

Health care costs get a lot of attention and are often cited as one of the largest financial concerns for retirees–but they don't have to be. Learn what health care costs really look like in retirement, how health care innovations have the potential to disrupt the current cost trends, and how to incorporate these insights into planning with your clients.

CE credit: 1 hour
Eligible designations: CFP^®, CIMA^®
Recorded on: August 5, 2024

Differentiate with coaching

Excellent financial advice is only half the battle. Learn how financial coaching can help increase the odds that clients follow through on advice, and boost their level of satisfaction with their advisor.

CE credit: 1 hour

Eligible designations: CFP^®, CIMA^®
Recorded on: April 9, 2024

The Intersection of EQ and IQ

Explore the power of emotional intelligence in building trust with women investors, and learn actionable next steps to increase your emotional quotient (EQ), along with simple tactics to enhance your business.

CE credit: 1 hour

Eligible designations: CFP^®, CIMA^®
Recorded on: March 1, 2024

How to win business from younger, wealthy investors

Get insights to help attract and retain the number one source of future business in the financial advice industry—the younger generation of wealthy investors.

CE credit: 1 hour

Eligible designations: CFP^®, CIMA^®
Recorded on: April 21, 2024

And the impact of costs and innovations on planning

Health care costs get a lot of attention and are often cited as one of the largest financial concerns for retirees–but they don't have to be. Learn what health care costs really look like in retirement, how health care innovations have the potential to disrupt the current cost trends, and how to incorporate these insights into planning with your clients.

CE credit: 1 hour
Eligible designations: CFP^®, CIMA^®
Recorded on: August 5, 2024