Webinars

Educational seminars from industry experts

On-demand Webinars:

Creating More Efficient Portfolios & Reducing the Risk of Black Swans

Presented by: Larry Swedroe & Kevin Grogan, CFA
April 12 at 04:15 PM EDT
CFP®, CIPM®, and CFA® CE Eligible

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Understanding Diminished Capacity and Long Term Care

Presented by: Carolyn Rosenblatt, RN, Elder law attorney and Dr. Mikol Davis, geriatric psychologist, AgingInvestor.com
March 29 at 05:15 PM EDT
CFP®, CIMA®, CIPM®, CPWA®, and CFA® CE Eligible

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How Nobel Prize-Winning Insights Shape Client Behavior

Presented by: Dan Richards
March 21 at 04:15 PM EDT
CIMA®, CIPM®, CPWA®, and CFA® CE Eligible

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CFP Board Proposed Fiduciary Standards: A Good Small Step That Needs a Giant Leap

Presented by: Cheryl Holland, Rick Kahler and Knut Rostad
March 08 at 04:15 PM EST
CIMA®, CIPM®, CPWA®, and CFA® CE Eligible

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Transform your Business through Process, People and Technology

Presented by: Jen Goldman
February 15 at 04:15 PM EST
CIMA®, CIPM®, CPWA®, and CFA® CE Eligible

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The 2018 fixed income outlook: It’s quiet…is it too quiet?

Presented by: Matt Toms, Chief Investment Officer of Fixed Income at Voya Investment Management
January 24 at 04:15 PM EST
CIMA®, CIPM®, CPWA®, and CFA® CE Eligible

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The Fatal Flaws with Financial Planning – and How to Fix Them

Presented by: Dan Richards
December 13 at 04:15 PM EST
CIMA®, CIPM®, CPWA®, and CFA® CE Eligible

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How Much Can I Spend in Retirement?

Presented by: Wade Pfau, Ph.D., CFA
December 06 at 04:15 PM EST
CIMA®, CIPM®, CPWA®, and CFA® CE Eligible

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The Truth & Consequences of QE

Presented by: Matt Toms, Chief Investment Officer of Fixed Income at Voya Investment Management
November 02 at 04:15 PM EDT
CIMA®, CIPM®, CPWA®, and CFA® CE Eligible

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Ric Edelman: The Truth about Your Future

Presented by: Ric Edelman
October 18 at 04:15 PM EDT
CIMA®, CIPM®, CPWA®, and CFA® CE Eligible

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Is Your Client’s Gender Costing Her a Fortune?

Presented by: Kathleen Burns Kingsbury
October 05 at 04:15 PM EDT
CIMA®, CIPM®, CPWA®, and CFA® CE Eligible

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A Debate on the DOL Fiduciary Rule

Presented by: Participants: Tom Hegna and Knut Rostad; Moderator: Robert Huebscher
September 07 at 04:15 PM EDT
CIMA®, CIPM®, CPWA®, and CFA® CE Eligible

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The Impact of Dynamic Approaches on Optimal Retirement Income Strategies

Presented by: David Blanchett
August 23 at 04:15 PM EDT
CIMA®, CIPM®, CPWA®, and CFA® CE Eligible

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A New Approach to Sustainable Spending in Retirement

Presented by: Wade Pfau, Ph.D., CFA
August 02 at 04:15 PM EDT
CIMA®, CIPM®, CPWA®, and CFA® CE Eligible

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New Strategies for Reducing Single-Stock Concentration Risk

Presented by: Thomas Boczar, Nischal Pai, and Elizabeth Ostrander
July 12 at 04:15 PM EDT
CIMA®, CIPM®, CPWA®, and CFA® CE Eligible

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Fishing for Sustainable Growth: Why Demographics are Not Destiny

Presented by: Michael Falk
June 14 at 04:15 PM EDT
CIMA®, CIPM®, CPWA®, and CFA® CE Eligible

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Populism, Deregulation and the New Challenges for ESG Investors

Presented by: Abdur Nimeri, Ph.D.
June 06 at 04:15 PM EDT
CIMA®, CIPM®, CPWA®, and CFA® CE Eligible

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Navigating the Complexities of Investing in China

Presented by: Brian Beitner, CFA, Managing Partner, Chautauqua Capital Management
May 17 at 04:15 PM EDT
CIMA®, CIPM®, CPWA®, and CFA® CE Eligible

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Preparing for the Fiduciary Battle: How Advisors Can Get an Unfair Advantage

Presented by: Knut Rostad
April 20 at 04:15 PM EDT
CIMA®, CIPM®, CPWA®, and CFA® CE Eligible

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The Washington Update 2017:How President Trump’s Initiatives Will Impact You and Your Clients

Presented by: Jeff Bush, The Washington Update
April 06 at 04:15 PM EDT
CIMA®, CIPM®, CPWA®, and CFA® CE Eligible

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Inflation: Low and Slow or Set to Boil?

Presented by: Mark Carlson
March 22 at 04:15 PM EDT
CIMA®, CIPM®, CPWA®, and CFA® CE Eligible

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A Conversation with Dimensional’s David Booth

Presented by: David Booth; Moderator: Dan Solin
March 15 at 04:15 PM EDT
CIMA®, CIPM®, CPWA®, and CFA® CE Eligible

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Mutual funds versus ETFs: Which are better for your clients?

Presented by: Steven Vannelli
February 23 at 04:15 PM EST
CIMA®, CIPM®, CPWA®, and CFA® CE Eligible

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Gary Shilling’s 2017 Outlook for the Economy and the Markets

Presented by: A. Gary Shilling
February 09 at 04:15 PM EST
CIMA®, CIPM®, CPWA®, and CFA® CE Eligible

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Tools for Collaborative Portfolio Design

Presented by: Christopher J. Sidoni, CFA, CFP
January 26 at 04:15 PM EST
CIMA®, CIPM®, CPWA®, and CFA® CE Eligible

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Registration:

To register for an upcoming webinar, click the Attend button below. If you have previously attended a webinar, you may be prompted to click the Log In button on the right once you click attend. If this is your first APViewpoint webinar, fill out the fields when prompted to join our webinar platform and attend the webinar.

Continuing education:

CFP Board® has approved many of our live webinars for one hour of CE credit towards the CFP® certification. If you provide the required information during the webinar registration process and stay for the entire session we will report your attendance to the CFP Board®.

Investments & Wealth Institute has accepted many of our programs for one hour of CE credit towards the CIMA® and CPWA® certifications. If you provide the required information during the webinar registration process and stay for the entire LIVE event we will report your attendance to the Investments & Wealth Institute. If you watch the ON-DEMAND event please email us at cecredit@advisorperspectives.com for the webinar ID to self-report your attendance.

CFA institute allows for CFA Institute members to self-report LIVE and ON-DEMAND webinars for CFA® and CIPM® CE credit.

APViewpoint membership:

Advisors no longer need to be a member of APViewpoint to attend our webinars. However, advisors are encouraged to become a member of APViewpoint and participate in the follow-up Q&A and discussion.