Webinars
Educational seminars from industry experts
Upcoming Webinars:
How You Can Fight Back Against Financial Elder Abuse
Presented by: Dr. Mikol Davis & Carolyn Rosenblatt
July 18 at 04:15 PM EDT
CIPM®, and CFA®
CE Eligible
No Longer a Niche: Women in Wealth
Presented by: Katie Keary, CFP®, CDFA®
July 26 at 04:15 PM EDT
CIPM®, and CFA®
CE Eligible
How Advisors Should Talk to Millennial Clients If You Want Them to Listen To You
Presented by: Sara Grillo, CFA
August 01 at 04:15 PM EDT
CIPM®, and CFA®
CE Eligible
On-demand Webinars:
How Successful Advisors Build a Pipeline of Prospective Clients – And How You Can Too
Presented by: Dan Richards
June 21 at 04:15 PM EDT
CIPM®, and CFA®
CE Eligible
Engaging & Retaining Client Relationships
Presented by: Matt Halloran
May 23 at 04:15 PM EDT
CIPM®, and CFA®
CE Eligible
Income Investing for a Rising Rate Environment
Presented by: Kimberly Flynn and John Dudzik
April 25 at 04:15 PM EDT
CIMA®, CIPM®, CPWA®, and CFA®
CE Eligible
Creating More Efficient Portfolios & Reducing the Risk of Black Swans
Presented by: Larry Swedroe & Kevin Grogan, CFA
April 12 at 04:15 PM EDT
CIMA®, CIPM®, CPWA®, and CFA®
CE Eligible
Understanding Diminished Capacity and Long Term Care
Presented by: Carolyn Rosenblatt, RN, Elder law attorney and Dr. Mikol Davis, geriatric psychologist, AgingInvestor.com
March 29 at 05:15 PM EDT
CIMA®, CIPM®, CPWA®, and CFA®
CE Eligible
How Nobel Prize-Winning Insights Shape Client Behavior
Presented by: Dan Richards
March 21 at 04:15 PM EDT
CIMA®, CIPM®, CPWA®, and CFA®
CE Eligible
CFP Board Proposed Fiduciary Standards: A Good Small Step That Needs a Giant Leap
Presented by: Cheryl Holland, Rick Kahler and Knut Rostad
March 08 at 04:15 PM EST
CIMA®, CIPM®, CPWA®, and CFA®
CE Eligible
Transform your Business through Process, People and Technology
Presented by: Jen Goldman
February 15 at 04:15 PM EST
CIPM®, and CFA®
CE Eligible
The 2018 fixed income outlook: It’s quiet…is it too quiet?
Presented by: Matt Toms, Chief Investment Officer of Fixed Income at Voya Investment Management
January 24 at 04:15 PM EST
CIMA®, CIPM®, CPWA®, and CFA®
CE Eligible
The Fatal Flaws with Financial Planning – and How to Fix Them
Presented by: Dan Richards
December 13 at 04:15 PM EST
CIMA®, CIPM®, CPWA®, and CFA®
CE Eligible
How Much Can I Spend in Retirement?
Presented by: Wade Pfau, Ph.D., CFA
December 06 at 04:15 PM EST
CIMA®, CIPM®, CPWA®, and CFA®
CE Eligible
The Truth & Consequences of QE
Presented by: Matt Toms, Chief Investment Officer of Fixed Income at Voya Investment Management
November 02 at 04:15 PM EDT
CIMA®, CIPM®, CPWA®, and CFA®
CE Eligible
Ric Edelman: The Truth about Your Future
Presented by: Ric Edelman
October 18 at 04:15 PM EDT
CIMA®, CIPM®, CPWA®, and CFA®
CE Eligible
Is Your Client’s Gender Costing Her a Fortune?
Presented by: Kathleen Burns Kingsbury
October 05 at 04:15 PM EDT
CIMA®, CIPM®, CPWA®, and CFA®
CE Eligible
A Debate on the DOL Fiduciary Rule
Presented by: Participants: Tom Hegna and Knut Rostad; Moderator: Robert Huebscher
September 07 at 04:15 PM EDT
CIMA®, CIPM®, CPWA®, and CFA®
CE Eligible
The Impact of Dynamic Approaches on Optimal Retirement Income Strategies
Presented by: David Blanchett
August 23 at 04:15 PM EDT
CIMA®, CIPM®, CPWA®, and CFA®
CE Eligible
A New Approach to Sustainable Spending in Retirement
Presented by: Wade Pfau, Ph.D., CFA
August 02 at 04:15 PM EDT
CIMA®, CIPM®, CPWA®, and CFA®
CE Eligible
New Strategies for Reducing Single-Stock Concentration Risk
Presented by: Thomas Boczar, Nischal Pai, and Elizabeth Ostrander
July 12 at 04:15 PM EDT
CIMA®, CIPM®, CPWA®, and CFA®
CE Eligible
Fishing for Sustainable Growth: Why Demographics are Not Destiny
Presented by: Michael Falk
June 14 at 04:15 PM EDT
CIMA®, CIPM®, CPWA®, and CFA®
CE Eligible
Populism, Deregulation and the New Challenges for ESG Investors
Presented by: Abdur Nimeri, Ph.D.
June 06 at 04:15 PM EDT
CIMA®, CIPM®, CPWA®, and CFA®
CE Eligible
Navigating the Complexities of Investing in China
Presented by: Brian Beitner, CFA, Managing Partner, Chautauqua Capital Management
May 17 at 04:15 PM EDT
CIMA®, CIPM®, CPWA®, and CFA®
CE Eligible
Preparing for the Fiduciary Battle: How Advisors Can Get an Unfair Advantage
Presented by: Knut Rostad
April 20 at 04:15 PM EDT
CIMA®, CIPM®, CPWA®, and CFA®
CE Eligible
The Washington Update 2017:How President Trump’s Initiatives Will Impact You and Your Clients
Presented by: Jeff Bush, The Washington Update
April 06 at 04:15 PM EDT
CIMA®, CIPM®, CPWA®, and CFA®
CE Eligible
Inflation: Low and Slow or Set to Boil?
Presented by: Mark Carlson
March 22 at 04:15 PM EDT
CIMA®, CIPM®, CPWA®, and CFA®
CE Eligible
A Conversation with Dimensional’s David Booth
Presented by: David Booth; Moderator: Dan Solin
March 15 at 04:15 PM EDT
CIMA®, CIPM®, CPWA®, and CFA®
CE Eligible
Mutual funds versus ETFs: Which are better for your clients?
Presented by: Steven Vannelli
February 23 at 04:15 PM EST
CIMA®, CIPM®, CPWA®, and CFA®
CE Eligible
Gary Shilling’s 2017 Outlook for the Economy and the Markets
Presented by: A. Gary Shilling
February 09 at 04:15 PM EST
CIMA®, CIPM®, CPWA®, and CFA®
CE Eligible
Tools for Collaborative Portfolio Design
Presented by: Christopher J. Sidoni, CFA, CFP
January 26 at 04:15 PM EST
CIMA®, CIPM®, CPWA®, and CFA®
CE Eligible
Registration:
To register for an upcoming webinar, click the Attend button below. If you have previously attended a webinar, you may be prompted to click the Log In button on the right once you click attend. If this is your first APViewpoint webinar, fill out the fields when prompted to join our webinar platform and attend the webinar.
Continuing education:
CFP Board® has approved many of our live webinars for one hour of CE credit towards the CFP® certification. If you provide the required information during the webinar registration process and stay for the entire session we will report your attendance to the CFP Board®.
Investments & Wealth Institute has accepted many of our programs for one hour of CE credit towards the CIMA® and CPWA® certifications. If you provide the required information during the webinar registration process and stay for the entire LIVE event we will report your attendance to the Investments & Wealth Institute. If you watch the ON-DEMAND event please email us at [email protected] for the webinar ID to self-report your attendance.
CFA institute allows for CFA Institute members to self-report LIVE and ON-DEMAND webinars for CFA® and CIPM® CE credit.
APViewpoint membership:
Advisors no longer need to be a member of APViewpoint to attend our webinars. However, advisors are encouraged to become a member of APViewpoint and participate in the follow-up Q&A and discussion.
