This column was originally published for the Institute's Legislative Intelligence quarterly column.
Legislative Intelligence: Regulatory Outlook for Wealth Managers - Modifying Trump Rules Is Primary Focus of Biden Administration
In Celebration of International Women's Day, March 8, 2021: Women in Wealth Profile – Dorothy E. Bossung
The Institute’s Devon Coquillard, Communications Manager, sits down with Dorothy Bossung, CFP®, CIMA®, CPWA®, RMA® to discuss Dorothy’s success within a male-dominated industry and how to light a path for others.
Client Retirement Needs: Solving for De-accumulation
Client Retirement Needs: Solving for De-accumulation - How the RMA Certification helps advisors solve for client needs
Advisors almost universally agree that those saving for retirement or living in retirement have a seemingly endless number of similar needs.
Legislative Intelligence: Institute Meets with SEC Commissioners Regarding CIMA, CPWA Certifications
This column was originally published for the Institute's Legislative Intelligence quarterly column.
Point & Click Credentials
2020 served as a new Renaissance for learning & development. But like all periods of great expansion, there are opportunists whose efforts degrade the field, rather than improve it. This article is part 1 of three series that addresses best practices if you are developing and delivering credentialed solutions for professionals, and what to watch for if you are seeking professional development.
What is Online Proctoring? How the Institute is providing flexibility through the ability to complete your certification exam online.
The Investments & Wealth Institute recently announced that the CIMA® and CPWA® Certification Exams can now be taken online through ProctorU, allowing candidates to complete their certification journey from any location where they have internet access and a computer with a webcam. This means that Institute candidates now have two computer-based-testing options to complete the exam portion of their certification: