The Rising Tide Of Expectations For Financial Advisors

Sean Walters
04/12/13 4 PM EST
IWI
Program Id: 256264712
4.9
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Are you what you say you are? Do people believe you?  

Consumer trust in financial advisors remains low, while investor expectations continue to rise.

Today’s financial advisory landscape, along with certifications that support them, are in flux.

To meet challenges, advisors must deliver the services they claim to, and grow their brand for integrity. This presentation by IMCA’s CEO examines:  

     •   Consumer trust data and analysis
     •   Major trends affecting advisors
     •   The role of certification
     •   Personal brand integrity
     •   About IMCA

This presentation will be of interest to all financial advice professionals.
 
Please join us.
 

Sean Walters is executive director and chief executive officer of Investment Management Consultants Association (IMCA®), which administers the Certified Investment Management Analyst (CIMA®) and Certified Private Wealth Advisor (CPWA®) certifications, and serves more than 8,900 advanced investment and wealth management members.
 
Note: Eligible for IMCA CE credit.

More than 50 hours of CFP® CE credit and more than 100 hours of Investments & Wealth Institute® credit on replays available 24/7 to paying members ($120 annually) of
Advisors4Advisors.com. CPAs are eligible to receive CPE for attending live webinars only. To learn how to receive continuing professional education credit viewing webinar replays, please see our detailed instructions.

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Much more relevant that I expected. I wasn't sure I was going to stay on the call for the whole time, but I did. I am a CFP for nearly 15 years but am now interested in looking at the CPWM designation.

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