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However, it could be a daunting task to figure out which sessions to attend. This is where MutualFunds.com comes to the rescue. We have curated a list of only those sessions that are eligible for CE, CIMA or CPE credits.
In case you cannot find a specific session from the event here, it means it is not eligible for any credits.
|Subject||Session Name||CE Credit (hrs)||CIMA Credit (hrs)||Day||Start Time |
|Firm Operations||CFP Ethics: New Standards for a Fiduciary World||2||Not eligible||Nov 5||12:15 PM|
|Firm Operations||2019 Compliance Update: Protecting Your Firm in a Complex Environment||1.5||1.5||Nov 5||9:45 AM|
|Wealth Management||5 Year Outlook: Navigate the Market with Confidence||1.5||1.5||Nov 6||9:45 AM|
|Wealth Management||Be Prepared, Be Empowered: Key Questions Women Should Be Asking to Navigate Their Financial Futures||1.5||Not eligible||Nov 5||2:45 PM|
|Wealth Management||Build, Buy or Follow: The Three Most Valuable Insights from 22,000 Aladdin Portfolio Consultations||1.5||1.5||Nov 6||9:45 AM|
|Wealth Management||Building Better Portfolios with Behavioral Finance||1.5||1.5||Nov 5||1:00 PM|
|Client Experience||Build on Your Clients' Passions: A Value-Driven Strategy for Charitable Giving||1.5||1.5||Nov 6||2:30 PM|
|Wealth Management, Retirement Related||Caution! Low-Level Bridge Ahead: Medicare, Custodial Care and the Impact on Retirement Income||1.5||1.5||Nov 6||2:30 PM|
|Wealth Management||China: Trade, Tariffs and the Trillion Dollar Opportunity||1.5||1.5||Nov 5||1:00 PM|
|Wealth Management||Combatting Fake News: Why Exchange-Traded Funds Won't Cause the Next Market Selloff||1.5||1.5||Nov 5||2:45 PM|
|Client Experience||Communicating to Connect||1.5||1.5||Nov 7||8:30 AM|
|Wealth Management||Comprehensive Wealth Management = Managing Both Sides of the Balance Sheet||1.5||1.5||Nov 5||2:45 PM|
|Wealth Management||Death by a Thousand (Fed) Cuts: Navigating Fixed Income Today||1.5||Not eligible||Nov 5||2:45 PM|
|Wealth Management||Growth Investing in a World of Technological Innovation||1.5||1.5||Nov 5||1:00 PM|
|Client Experience||Keeping Your Clients Focused On Success by Mitigating Behavioral Risk||1.5||1.5||Nov 6||2:30 PM|
|Wealth Management||Laying the Groundwork for Trusts in 2030: Tactics and Strategies||1.5||1.5||Nov 6||2:30 PM|
|Wealth Management||Macro Themes for 2020||1.5||1.5||Nov 5||9:45 AM|
|Client Experience, Retirement Related||MIT AgeLab Research: Retiring the Old Age Story||1.5||1.5||Nov 6||9:45 AM|
|Wealth Management||Multi-Asset Investing in an Uncertain World||1.5||1.5||Nov 5||9:45 AM|
|Wealth Management||Navigating the Fixed Income Landscape in 2020||1.5||1.5||Nov 5||9:45 AM|
|Wealth Management||Peer-to-Peer RIA Perspectives of the High-Net-Worth Investor||1.5||Not eligible||Nov 5||9:45 AM|
|Wealth Management||Reducing Your Exposure with Covered Calls||1.5||1.5||Nov 6||1:00 PM|
|Wealth Management||Revisiting Modern Portfolio Theory: Does Global Diversification Still Work?||1.5||1.5||Nov 7||8:30 AM|
|Wealth Management||Taking the Bull Market by the Horns: What Investors Need to Know||1.5||1.5||Nov 6||9:45 AM|
|Firm Operations||Anticipating the Test: Preparing for 2019 SEC Examinations||1.5||1.5||Nov 6||9:45 AM|
|Wealth Management, Retirement Related||Advanced Roth Planning: How to Squeeze More Juice Out of the Tax Lemon||1.5||1.5||Nov 4||1:00 PM|
|Client Experience||How to Create a Behavioral Policy Statement, And Why You Should||1.5||1.5||Nov 4||1:00 PM|
|Wealth Management||Private Equity: Innovation & Evolution||1.5||1.5||Nov 4||1:00 PM|
|Client Experience||Your Aging Client: Are You Prepared for Diminished Capacity and Elder Fraud?||1.5||1.5||Nov 4||1:00 PM|
|Industry||Opportunities And Challenges in the Landscape for Financial Advice: A Nerd's Eye View||1||1.5||Nov 6||1:00 PM|
|Industry||Policy and Politics: The Regulatory and Legislative Landscape for RIAs in 2020 and Beyond||1||1.5||Nov 6||1:00 PM|
|Wealth Management||The Markets, the World and Your Clients||1||1||Nov 4||4:00 PM|
|Employee Experience||Beyond the Math||Not eligible||1.5||Nov 7||8:30 AM|
|Industry||Closing the Wealth Gap by Creating a Culturally Responsive Firm||Not eligible||1.5||Nov 5||2:45 PM|
|Industry||Digital 2.0: Combining Human and Digital Elements in Client Interactions||Not eligible||1.5||Nov 6||9:45 AM|
|Wealth Management||Family Office Trends and What Families of Significant Wealth Expect||Not eligible||1.5||Nov 5||2:45 PM|
|Firm Operations||Harnessing the Power of Google Analytics for Today's RIA Firm ||Not eligible||Not eligible||Nov 6||9:45 AM|
|Firm Operations||Helping Your Clients Combat Fraud: Latest Trends and Best Practices ||Not eligible||Not eligible||Nov 5||2:45 PM|
|Industry, Retirement Related||MEPs and PEPs: What's New and What's Coming||Not eligible||1.5||Nov 7||8:30 AM|
|Employee Experience||Next Gen Compensation and Equity: Aligning Interests with a Firm's Most Valuable Asset ||Not eligible||Not eligible||Nov 5||9:45 AM|
|Employee Experience||Succession Planning for Those at the Top and Those Climbing the Ladder||Not eligible||1.5||Nov 5||2:45 PM|
|Client Experience||The Re-Architecting of Business: Spotlight on Financial Services||Not eligible||1.5||Nov 5||9:45 AM|
2 These sessions are eligible for CPE credits
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