CPWA Designation Program Deadline Extended to September 2, 2010
Only a few spots remaining for qualified advisors!
The enrollment deadline for IMCA’s next Certified Private Wealth AdvisorSM (CPWA®) educational cohort has been extended to September 2, 2010! The CPWA program is ideal for consultants looking to gain broad wealth management knowledge to help them address the more complex financial needs of high-net-worth clients and focuses on the life cycle of wealth: accumulation, preservation, and distribution.
The most recent CPWA class sold out, so apply now to begin earning this prestigious credential.
Pre-study commences in September 2010, and the in-class program will be held March 14–18, 2011, at The University of Chicago Booth School of Business.
Read what your peers have said about the program, review the program’s core topics, or download the application now.
Attend the Premier High-Net-Worth Conference
IMCA 2010 Advanced Wealth Management Conference
Early-bird registration deadline is October 8!
Conference Dates: November 8–9, 2010
CE Credit: Approximately 12 hours, including one ethics hour. An additional 3.5* hours of IMCA-sponsored CE will be available by attending the post-conference workshop on Tuesday, November 9.
Program Highlights
IMCA’s 2010 Advanced Wealth Management Conference features presentations by economist Peter Ricchiuti, Washington guru Andrew Friedman, Harvard University’s Charles Collier, attorney and estate planning expert James M. Duggan, Schwab’s Liz Ann Sonders, Santa Clara University’s behavioral finance pioneer Hersh Shefrin, PhD, and more. Technical sessions will explore alternative investments, asset allocation, asset protection, family offices, and executive compensation. This is the premier advanced wealth management education opportunity this year and space is limited.
This is the premier advanced wealth management education opportunity this year and, as always, space is limited.
View more information and register online now or download a hardcopy registration form.
Practice Management Conference Now Open
IMCA 2010 Practice Management Conference
Early-bird registration deadline is November 4!
Practice management education for the investment management consultant and the private wealth advisor is different—targeted, practical, and aimed at the building the kind of clientele you want. Make sure to attend so you don’t miss the best conference for building your business.
Conference Dates: December 5–7, 2010
CE Credit: Approximately 13 hours, including one ethics hour. An additional 3 hours of IMCA-sponsored CE will be available by attending the post-conference workshop on Tuesday, December 7.
Program Highlights
IMCA’s 2010 Practice Management Conference features skills and strategies you can take home and immediately implement to improve your practice. Highlights include a capital market outlook from LPL’s chief market strategist Jeffrey Kleintop, branding with Nuveen’s Kevin Rochford, communication skills with John Daly, PhD, from the University of Texas, analyzing your productivity and profitability with Stephanie Bogan of Quantivus Consulting, and capitalizing on secular stock market cycles from Ed Easterling of Crestmont Research.
Plus, don’t miss the post-conference workshop with Frank Schuurmans on Blue Ocean Strategy. This hands-on workshop will help you decide how you should compete to most effectively contribute to your bottom line.
View more information and register online now!
Webinar
Outsourcing Fiduciary Responsibility
Presented by Morgan Lewis with Craig A. Bitman, Donald J. Myers, D. Ward Kallstrom
Presented 12-1 PM ET, Thursday, September 16
Registration deadline for live broadcast is August 19, 4 PM ET
CE Credit: Pending Approval (not IMCA sponsored CE)
There has been a precipitous rise in ERISA fiduciary litigation over the past decade, leaving plan
sponsors and corporate executives looking for ways to reduce their exposure to liability.
Topics will include:
- Delegations to investment managers
- Use of investment consultants
- Designating third-party entities as named fiduciaries
- Use of independent fiduciaries to resolve conflicts \
- Allocation of fiduciary responsibility among committees
Morgan Lewis, one of the top law firms in the U.S., provides legislative and public affairs intelligence and analysis as a benefit to IMCA members. They represent more than half of the Fortune® 100 firms and are widely known for their capabilities in Washington, D.C.
IMCA as an education and credentialing organization does not lobby legislators or regulators nor advocate for any particular legislative or regulatory position either on its own or through its relationship with Morgan Lewis. This service is strictly informational and educational.
Register for this 50-minute presentation followed by an interactive Q & A session now.
Live Audio Broadcast
New Science of Asset Allocation
Presented by Thomas Schneeweis, PhD, University of Massachusetts Amherst
Presented Thursday, September 16
Registration deadline for live broadcast is 4 PM ET, September 16
CE Credit: One hour
The market disturbances that began with the subprime crisis in 2007 have brought into sharp focus the failure of past beliefs about the benefits of asset allocation—and about the facts upon which they rest. This is a seminal period in asset allocation: Once again the approach to asset allocation and risk management can be re-examined and a new appreciation of the changing nature of asset allocation approaches can be established. In this presentation, Professor Schneeweis briefly will review the development of various investment products and new asset classes as well as their place in asset allocation. He will provide a framework for investing across a wide range of investment classes and introduce new ways of accessing previously illiquid investment vehicles. Lastly, he will review a set of asset allocation myths and discuss the future of asset allocation.
Register online for this audiocast worth one hour of IMCA CE now. |
