Continuing Education Center

Shifting Momentum

The start of the year has seen shifts in markets, with the broadening gaining momentum as the "Magnificent Seven" underperformed and markets outside the U.S. led despite trade policy angst. Our experts joined together for a discussion on managing through the uncertainty and finding opportunities amidst signs of waning U.S. growth and boosted sentiment in Europe due to fiscal spending.

CE credit: 1 hour
Eligible designations: CFP®, CIMA®
Recorded on: April 29, 2025

Views from David Giroux on Market Shifts

Optimism toward the U.S. has increased post-election. Is there still room for upside? Our panel of experts shared their cross-asset views on the outlook, where opportunities may lie, and potential risks facing investors amid geopolitical uncertainties and policy shifts.

CE credit: 1 hour
Eligible designations: CFP®, CIMA®
Recorded on: January 28, 2025

Investing During Transition

The world is undergoing transition at a pace and scale rarely seen before. Although this may seem daunting, we believe it will bring with it an opportunity set of a breadth and richness not seen since the aftermath of the global financial crisis. Our panel of experts reveal actionable insights on the themes shaping stock and bond markets.

CE credit: 1 hour
Eligible designations: CFP®, CMA®
Recorded on: November 21, 2024

Navigating Shifting Policies

As the Fed shifts its focus from battling inflation to stabilizing growth, market volatility could be heightened upon closer scrutiny of incoming data. The upcoming U.S. elections may amplify this uncertainty as economic and trade policies might soon shift. Amid this turbulence, we’ll explore how we’re navigating these risks and pinpointing opportunities.

Our experts discuss their outlook for the remainder of 2024—including what to watch for, areas of opportunity, and tactical positioning insights.

CE credit: 1 hour
Eligible designations: CFP^®, CIMA^®
Recorded on: October 15, 2024

Discover how Modern Teaming can transform your practice by focusing on better client experiences and professional fulfillment. Learn how to go beyond adding headcount with the 4B’s framework—borrow, blend, buy, build—to create your dream team, enhance your capabilities, and achieve your practice’s goals.

CE credit: 1 hour
Eligible designations: CFP^®, CIMA^®
Recorded on: May 23, 2025

Clients expect expert Social Security advice and let’s face it: Social Security impacts women the most. Discover insights and strategies to help you guide your clients (and their spouses) with confidence and build relationships that last.

CE credit: 1 hour
Eligible designations: CFP^®, CIMA^®
Recorded on: February 21, 2025

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

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