Investment Advisor Forum Feb. 11-12 NYC to Feature Nation’s Leading Investment Experts

Share Article

Advanced investment and wealth management professionals will congregate in New York City for Investments & Wealth Institute Investment Advisor Forum Feb. 11-12, 2019

News Image
“Investors have high expectations from their advisor relationship and today’s successful advisors must continuously remain sharp to address their client’s unique needs” said Sean Walters, CAE, Investments & Wealth Institute, chief executive officer.

Investments & Wealth Institute 2019 Investment Advisor Forum: Portfolio Construction Strategies, will be held February 11-12, 2019 at the New York Hilton Midtown, New York, NY.

“Investors have high expectations from their advisor relationship and today’s successful advisors must continuously remain sharp to address their client’s unique needs” said Sean Walters, CAE, Investments & Wealth Institute, chief executive officer. Adding, “With the volatility of the markets the past few months, it’s important to keep clients calm and steadfast with their portfolios to avoid making grave behavioral mistakes. Our Investment Advisor Forum, powered by the CIMA® certification, helps top professionals hone and finesse their investment expertise to improve investor outcomes.”

The two-day conference will feature seven general sessions and 8 specialized workshops. The agenda features the following experts:

Investment Advisor Forum focuses on issues and topics central to the Certified Investment Management Analyst® (CIMA®) certification program. The CIMA program is offered in collaboration with the nation’s leading business schools, The Wharton School at the University of Pennsylvania, Yale School of Management, and the University of Chicago Booth School of Business.

All types of financial professionals are welcome and attendees of Investment Advisor Forum hail from all advisor channels including: independents, RIA’s, wirehouses, and band and trust companies. Investment Advisor Forum will offer up to 15 hours of live and online CE credit for advisors who have earned the CIMA®, CPWA®, RMA®, and CFP® certifications. For detailed event information, visit Investment Advisor Forum event web page. Early-bird pricing has been extended to January 18, 2019.

For additional information, or journalists interested in receiving conference credentials, contact Devon Coquillard, communications manager, dcoquillard@i-w.org, 303-850-3202.

About the Investments & Wealth Institute®
Established in 1985, the Investments & Wealth Institute, formerly IMCA, is a professional association, advanced education provider, and standards body for financial advisors, investment consultants, and wealth managers who embrace excellence and ethics. Investments & Wealth Institute administers three certifications, Certified Investment Management Analyst® (CIMA®), Certified Private Wealth Advisor® (CPWA®), and Retirement Management Advisor® (RMA®). Through its publications, live events, online courses, assessment-based certificate programs, and advanced certifications, the Institute delivers premier-quality, practical education to advanced practitioners in more than 38 countries.

Share article on social media or email:

View article via:

Pdf Print

Contact Author

Devon Coquillard
Investment & Wealth Institute
+1 3038503202 Ext: 152
Email >
Visit website