Continuing Education Center
Earn CE credit with insights you will use
Featured
Stay ahead of market and industry trends with our latest insights and upcoming live webinars.
2024 Global Market Outlook Midyear Update
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
Q2 ’24 Asset Allocation Viewpoints
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
The Next Wave of Advice
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
Markets and investments
Access market outlooks that can help your clients thrive. Plus asset allocation updates, portfolio construction concepts, and more.
Portfolio Construction Insights webinar
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
Q1 ’24 Asset Allocation Viewpoints
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
2024 Global Market Outlook
Tectonic Shifts Create New Opportunities
Recession risk. Tightening credit. Mixed economic signals. Tectonic shifts in the market have created opportunities for investors who can adapt to the new normal.
CE credit: 1 hour
Eligible designations: CFP®, CIMA®
Recorded on: December 6, 2023
Q4 ’23 Asset Allocation Viewpoints
Mixed Signals: Soft Landing or Recession?
As the economy and markets send mixed signals, investors are asking if the Fed can successfully navigate a soft economic landing or whether we’re headed for a deeper recession as the lagged effects of monetary tightening take hold.
CE credit: 1 hour
Eligible designations: CFP®, CIMA®
Recorded on: December 6, 2023
Practice management
Keep your practice nimble with thoughtful research into demographic trends, retirement options, and investor concerns.
The Next Wave of Advice
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
Engaging Women Investors
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
Prospecting the Next Wave of Wealth
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
Retirement Spending
Revolutionize Your Thinking
Retirees are thinking differently about spending. Gain insight into the behaviors of spenders and savers, explore potential motivators, and learn how to align a plan with
personal preferences.
CE credit: 1 hour
Eligible designations: CFP®, CIMA®
Recorded on: April 21, 2024
Retirement
Elevate your retirement expertise with key insights designed to help drive successful retirement outcomes.
Retirement Spending
Revolutionize Your Thinking
Retirees are thinking differently about spending. Gain insight into the behaviors of spenders and savers, explore potential motivators, and learn how to align a plan with
personal preferences.
CE credit: 1 hour
Eligible designations: CFP®, CIMA®
Recorded on: April 21, 2024
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