Communications Staff

Recent Posts

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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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

How to talk to your clients about the 2020 election

Posted by Communications Staff on Oct 3, 2020 9:00:00 AM

With the 2020 presidential election a little over month away, are you prepared to address your clients’ needs? Fierce campaigning and near-constant media coverage can have an impact on how clients view their portfolios. Indeed, much of the focus on campaign coverage — along with the current volatility related to the COVID-19 pandemic — is on how voter finances will be impacted by whomever wins the election in November.

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How Market Volatility Impacted Advisors

Posted by Communications Staff on Sep 10, 2020 12:24:39 PM

Last year, the Investments & Wealth Institute, in collaboration with Charles Schwab Investment Management, Inc. and Cerulli Associates released the BeFi Barometer 2019 which examined the role behavioral finance played in advising clients and how it harnessed better outcomes.

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Do not continue to let behavioral biases impact portfolio construction

Posted by Communications Staff on Jun 29, 2020 11:00:00 AM

“Experience is simply the name we give our mistakes.” Oscar Wilde

Don’t continue to let behavioral biases impact portfolio construction. By acknowledging that advisors are subject to many of the same behavioral biases as clients new report, Mitigating the Impact of Advisors’ Behavioral Biases, will show advisors how they can improve their portfolio construction and management processes.

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Topics: investments, wealth, retirement, retire, financial advisors

Continuing Education Can Help Increase Employee Productivity and Retention and Create Organizational Happiness in the Long Run

Posted by Communications Staff on Jun 15, 2020 3:04:11 PM

Many experts agree that meaningful and valuable training not only increases morale but has a significant impact on the productivity of their advisors. In fact, the research group Gallup, found that one of the most important factors in creating a “high-performance workplace” is creating a culture that values the growth of individuals.

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Topics: investments, wealth, retirement, financial advisors

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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Recent Posts

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