Legislative Intelligence: Regulatory Outlook for Wealth Managers - Modifying Trump Rules Is Primary Focus of Biden Administration

Posted by Duane Thompson, AIFA®, President, Potomac Strategies, LLC on Apr 13, 2021 12:15:00 PM

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

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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.

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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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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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