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.
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:
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.
“The most important quality for an investor is temperament, not intellect.”
-Warren Buffett
Topics: economics
Continuing education is important not only to our industry but to consumers. Our industry is constantly changing, we have seen the industry evolve over the last 70 years greatly; from new technologies, and products to portfolio management theories. Continuing education is necessary for our industry and for financial advice professional to stay current with the latest developments, skills, and new technologies. Not only that, studies have shown that continuing education can boost confidence and...
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.
