Client Retirement Needs: Solving for De-accumulation

Posted by Robert J. Powell on Feb 18, 2021 10:49:00 AM

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.  

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Legislative Intelligence: Institute Meets with SEC Commissioners Regarding CIMA, CPWA Certifications

Posted by Duane Thompson, AIFA®, President, Potomac Strategies, LLC on Feb 6, 2021 11:30:00 AM

This column was originally published for the Institute's Legislative Intelligence quarterly column.

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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.

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What is Online Proctoring? How the Institute is providing flexibility through the ability to complete your certification exam online.

Posted by Communications Staff on Dec 11, 2020 10:00:02 AM

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:

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Beware: Market Volatility Ahead!

Posted by Tony Davidow, CIMA on Oct 28, 2020 4:37:21 PM

With COVID cases on the rise, Congress’s inability to pass a stimulus bill, and uncertainty about the Elections, financial advisors and investors should expect market volatility to spike in the coming weeks. The number of COVID cases here and abroad have been rising rapidly over the last couple of weeks. While the vaccine trials look promising, most experts suggest that a vaccine will not be universally available until mid-late next year.

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Applying Behavioral Finance Practices Leads to More Clientele

Posted by Communications Staff on Oct 9, 2020 9:45:00 AM

“The most important quality for an investor is temperament, not intellect.”

-Warren Buffett


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Topics: economics

Welcome to The Institute Blog:  Investment Sense - Advanced analysis for today’s savvy advisors

Investment Sense provides expert thinking on the relevant topics that impact your business along with  updates from the Institute that will keep you up to speed on important happenings at your professional association. Industry experts—practitioners, academics and economists—will provide the latest thinking on today’s important topics, and you’ll hear from Institute volunteers and staff on association news that impacts your membership and certification.   


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