Press Release
Investments & Wealth Academy Platform Adds to its Curated Continuing Education (CE) Content Library with New Offerings; Expands Popular Private Markets Course to Include Cerulli/Invesco Research
–News Direct–
The Investments & Wealth Institute (the Institute), the leading membership organization and credentialing body for financial advisors and wealth management professionals, has unveiled a robust selection of new offerings on its Academy LMS platform (the Academy) and enhanced a popular certificate program. These updates underscore the Institutes ongoing commitment to monitor and address the evolving investment and planning needs advisors have with respect to optimizing their clients financial lives. By providing timely, relevant, and world-class educational content, the Institute continually delivers applicable tools and strategies advisors can leverage to add value for the clients they serve.
NEW OFFERINGS
Best of Experience 2024 Bundle Capitalizing on the extensive, high-quality programming that drives the Institutes annual Experience conference, the Academy has digitally transformed the in-person event into a comprehensive online bundle eligible for up to 10 CE credits, including 4 tax & regulations credits, for CIMA, CPWA, and RMA certifications (also eligible for 10 CFP CE credits).
The select conference sessions featuring leading practitioners and thought leaders in the industry include:
- Critical Tax Planning Update: Looking Ahead to Uncertain Times (Steve Siegel, JD, LLM)
- Estate Tax Planning Ahead of the Sunset: Key Things to Remember (Sara Dorosti, JD)
- Bitcoin, Your Portfolio, and the Future of Finance (Matt Hougan)
- Strategic Tax Deferral Techniques for Real Property Sales (Marty Verdick, CPA)
- Wealth Continuity: Navigating Generational Transitions with Purposeful Planning (Leslie Geller, JD, LLM)
- Crafting Wealth in the Digital Era: What You Need to Know About Custom Indexing (Noel Pacarro Brown, CIMA, CPWA, Liz Michaels, Emily Gray)
- The Most Aggressive Fed in History (Danielle DiMartino Booth)
- Beyond Numbers: The Human Side of Financial Planning and Cognitive Decline (Annalee Kruger
- Tax Strategies for Business Owners and Advising Clients on the Choice of Business Entity (Steve Parrish, JD, AEP, ChFC, RICP, CLU)
- Exploring Opportunities in Private Credit (Earl Hunt, Corey Silva, CIMA, CIMC)
Global Financial Planning Essentials This new certificate program focuses on international and cross-border planning and is an in-depth, 15-hour program broken down into three models, which are:
- Module 1 Introduction to Cross-Border Planning
- Module 2 Tax and Immigration Planning
- Module 3 Investments, Retirement, and Other Planning Considerations
The course curriculum, developed through a strategic partnership with the Global Financial Planning Institute, outlines how ongoing uncertainty in various political, regulatory, and economic environments has led many affluent clients and their families around the world to consider diversification not only in terms of their investments but also in where they live and conduct business so that they may protect their lifestyles and preserve wealth for future generations. It is eligible for 15 hours of CE credit, including 5 hours of tax & regulations CE, for CIMA, CPWA, and RMA certifications (also eligible for 15 CFP CE credits).
Advice and Planning This new, concise yet comprehensive microcourse is tailored for advisors and financial professionals seeking to deepen their understanding of advice and planning, which is rooted in two fundamental tenets:
- The financial planning process is most effective in a trust-based, advisor-client relationship.
- The financial planning process is both sequential and recursive.
This course covers the four-step financial planning process and touches upon the concept of advice engagement highlighting strategies for fostering more meaningful client conversations and delivering advice in a more effective manner. Through a blend of theoretical frameworks, practical insights, and interactive exercises, this course is designed to help advisors navigate the complexities of financial planning with confidence, integrity, and a client-centric focus. It is eligible for 1 hour of CE credit for CIMA, CPWA, and RMA certifications (also eligible for 1 CFP CE credit).
ENHANCED OFFERING
Private Markets for Advisors This certificate program provides advisors with the knowledge, skills, and capabilities to enhance portfolio-return potential through private market exposure, and it is designed for professionals who wish to learn valuable best practices to implement alternative strategies into their practice. It breaks down the various strategies and provides guidance on the role of private market investments in diversified portfolios.
This program was originally developed as a 12-hour certificate course but has just been enhanced to include an additional 3 hours of new content that incorporates insights and best practices from a Q4 2023 research study, Adapting to Growing Private Markets: A Playbook for Practice Success, conducted by Cerulli, in collaboration with Invesco and the Institute.
The research highlights the potential benefits for financial advisors in offering private markets investments. Despite recognition of the importance of diversification and growing demand for private market exposure, many advisors allocate only a small portion of client portfolios to alternative investments due to challenges such as lack of liquidity, client education needs, and product complexity. The study suggests a need for enhanced education and support, particularly focusing on communication, coordination, and resources for advisors to better understand and articulate the benefits of private markets to their clients. The research draws insights from a comprehensive survey of 200+ advisors, primarily those holding certifications from the Institute, and provides guidance for practice success in navigating the complexities of alternative investments.
The certificate course is eligible for 15 hours of CE credit for CIMA, CPWA, and RMA certifications (also eligible for 15 CFP CE credits).
To learn more about the Academy offerings, log in or create an account on the homepage of the Institutes website (by accessing My Dashboard in the upper right corner).
Investments & Wealth Institute Chief Learning Officer, Ross A. Riskin, DBA, CPA/PFS, CCFC, MS Tax, introduces the enhanced Investments & Wealth Academy Platform at Experience 2024.
About the Investments & Wealth Institute
Founded in 1985, the Investments & Wealth Institute is the premier professional association, education provider, and standards body for financial advisors. Through its award-winning events, publications, courses, and acclaimed certificationsCertified Investment Management Analyst (CIMA), Certified Private Wealth Advisor (CPWA), and Retirement Management Advisor (RMA) certificationsthe Institute delivers Ivy league-quality, highly-practical education to more than 30,000 practitioners annually in over 40 countries. Members of the Institute include the industry's most successful investment consultants, advanced financial planners, and private wealth managers who embrace excellence and ethics in applying a broad set of knowledge and skills in their daily work with clients. Learn more at www.investmentsandwealth.org.
Contact Details
Joseph Bish
+1 303-850-3076
Allison Edmondson
+1 303-850-3207
Company Website
https://investmentsandwealth.org
View source version on newsdirect.com: https://newsdirect.com/news/investments-and-wealth-academy-platform-adds-to-its-curated-continuing-education-ce-content-library-with-new-offerings-expands-popular-private-markets-course-to-include-cerulli-invesco-research-278213620
Investments & Wealth Institute
COMTEX_452315722/2655/2024-05-13T13:31:27
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Disclaimer: The views, suggestions, and opinions expressed here are the sole responsibility of the experts. No Digi Observer journalist was involved in the writing and production of this article.
Press Release
UVKXE Releases Anti-Scam Guide, Enhancing User Security Protections
DENVER — Recently, the globally renowned cryptocurrency trading platform UVKXE has published its latest anti-scam guide to address the escalating threats of online scams, establishing a comprehensive protective barrier for users worldwide. The guide focuses on various scamming tactics prevalent in the cryptocurrency sector, highlighting what users should be aware of during transactions and asset management, while also providing effective preventive measures.
Kevin Anderson, CEO of UVKXE, noted: “As the cryptocurrency market continues to expand, more cybercriminals are turning their attention to cryptocurrency users, developing sophisticated scam techniques. As a well-known platform in the cryptocurrency trading field, UVKXE has a responsibility to help users identify and mitigate these potential risks. Through the release of this anti-scam guide, we aim to further enhance user awareness and safeguard their digital asset security.”
The guide outlines the common characteristics of these scams, such as phishing emails that typically use UVKXE or similar official-sounding names, along with forged logos and links, to deceive users into providing their login credentials and sensitive information. It also advises users to always choose official channels when downloading applications to avoid malicious software. Furthermore, UVKXE emphasizes that the platform will never proactively request users to provide sensitive information such as passwords or verification codes in any form.
In addition to the anti-scam guide, UVKXE will launch a series of interactive activities, utilizing community forums and video tutorials to educate users about safety knowledge and help them recognize and respond to potential threats. The UVKXE security team stated that these activities will not only provide real-time updates on scams but also offer users opportunities for direct communication and inquiries.
The investment in technology and education is reflected not only in the publication of the anti-scam guide but also in daily operations and maintenance. Kevin Anderson concluded: “Every protective measure and security technology implemented by UVKXE is designed to ensure the safety of user assets. In the future, we will continue to advance this mission, providing users with safer and more convenient cryptocurrency trading services.”
Media Contact:
Company Name: UVKXE CRYPTO TECH CO.,LTD.
Company website: https://www.uvkxe.co
Contact person’s full name: Mayang
Email id: mayang@uvkxe.co
Disclaimer: This content is provided by sponsor. The statements, views and opinions expressed in this column are solely those of the content provider. The information provided in this press release is not a solicitation for investment, nor is it intended as investment advice, financial advice, or trading advice. It is strongly recommended you practice due diligence, including consultation with a professional financial advisor, before investing in or trading cryptocurrency and securities. Please conduct your own research and invest at your own risk.
About Author
Disclaimer: The views, suggestions, and opinions expressed here are the sole responsibility of the experts. No Digi Observer journalist was involved in the writing and production of this article.
Press Release
UVKXE Clarification Statement: A Legally Compliant Trading Platform with International Accreditation
DENVER — Recently, the Securities Commission Malaysia (SC) published a list on its official website of cryptocurrency trading platforms that have not met its local registration requirements, mentioning UVKXE. UVKXE takes this matter seriously and wishes to clarify its credentials and compliance status to its users.
Global Compliance Credentials of UVKXE
UVKXE is committed to operating under legal and compliant principles, upholding a user-first core value. The platform has obtained several certifications from international authoritative regulatory bodies, including but not limited to:
U.S. MSB License
UVKXE has obtained the MSB license issued by the U.S. FinCEN. This certification represents the highest recognition by the U.S. government for financial service institutions, ensuring that UVKXE can legally conduct cryptocurrency-related business.
U.S. SEC License
As one of the few cryptocurrency trading platforms registered with the U.S. Securities and Exchange Commission (SEC), UVKXE complies with securities and investment-related legal regulations, providing users with a safer and more transparent investment environment.
Background on the Malaysian Public List
The list published by the Securities Commission Malaysia mainly targets trading platforms that have not met local registration requirements, such as Binance and Bursa Malaysia, rather than denying the platform legality. UVKXE has obtained multiple authoritative licenses internationally, and its compliance is beyond doubt. UVKXE is in communication with relevant departments to understand local specific regulations and to advance the registration process, ensuring compliance with local market requirements.
Commitment to Legal Compliance and User-Centric Values
UVKXE will use this event as an opportunity to further enhance its global compliance framework, actively adapting to regulatory environments in various countries, and providing users with more professional and diversified financial services. We sincerely thank all users for their trust and support! UVKXE promises that no matter where it operates, the platform will always adhere to the core philosophy of “user-first”, moving together with global users towards a safer, more open, and transparent new era of the digital economy.
Media Contact:
Company Name: UVKXE CRYPTO TECH CO.,LTD.
Company website: https://www.uvkxe.co
Contact person’s full name: Mayang
Email id: mayang@uvkxe.co
Disclaimer: This content is provided by sponsor. The statements, views and opinions expressed in this column are solely those of the content provider. The information provided in this press release is not a solicitation for investment, nor is it intended as investment advice, financial advice, or trading advice. It is strongly recommended you practice due diligence, including consultation with a professional financial advisor, before investing in or trading cryptocurrency and securities. Please conduct your own research and invest at your own risk.
About Author
Disclaimer: The views, suggestions, and opinions expressed here are the sole responsibility of the experts. No Digi Observer journalist was involved in the writing and production of this article.
Press Release
UVKXE Strengthens Security Strategy, Leading Innovations in Anti-Scam Technology for Crypto Platforms
DENVER — Recently, the globally recognized cryptocurrency trading platform UVKXE officially announced the completion of its latest security system upgrade. This upgrade significantly enhances the cybersecurity defenses of the platform and introduces cutting-edge anti-scam technologies. Through this technological update, UVKXE demonstrates its commitment to user asset security and proactive measures against potential future cyber threats.
Kevin Anderson, CEO of UVKXE, stated: “User trust is the foundation of UVKXE, and ensuring the security of user assets is always our top priority. This security system upgrade incorporates AI deep learning, real-time risk control, and efficient anomaly detection algorithms, aiming to create a safe and trustworthy trading environment for users. We will continue to optimize the security measures for user assets, ensuring that every user can trade confidently on UVKXE.”
The focus of this security system upgrade is primarily on anti-scam technologies. In response to the ever-evolving online threats and scam tactics in recent years, UVKXE has strengthened its multi-layered protective mechanisms, effectively enhancing the security and responsiveness of the system. The upgrade introduces AI-driven anti-scam technology, which intelligently analyzes user behavior through deep learning algorithms, allowing for rapid identification and isolation of suspected scamming activities. The AI anti-scam system can monitor and analyze large volumes of trading data in real time, immediately freezing any suspicious transactions or account activities to safeguard user assets.
Kevin Anderson further explained: “Traditional anti-scam methods often rely on post-event analysis, whereas the new system of UVKXE can identify risks promptly before incidents occur, taking immediate action to prevent losses.”
In terms of anomaly detection, the system of UVKXE combines the transaction histories, asset conditions, login locations, and other multidimensional data of users to accurately pinpoint potential security vulnerabilities. Through anomaly detection technology, each user login and transaction can be monitored in real time, with timely alerts prompting users to confirm actions, further enhancing the security of the platform.
Kevin Anderson concluded: “We hope every user can enjoy a secure trading experience on UVKXE. By continually optimizing our security strategies, we aim to provide a safer and more convenient cryptocurrency trading experience for our users.”
Media Contact:
Company Name: UVKXE CRYPTO TECH CO.,LTD.
Company website: https://www.uvkxe.co
Contact person’s full name: Mayang
Email id: mayang@uvkxe.co
Disclaimer: This content is provided by sponsor. The statements, views and opinions expressed in this column are solely those of the content provider. The information provided in this press release is not a solicitation for investment, nor is it intended as investment advice, financial advice, or trading advice. It is strongly recommended you practice due diligence, including consultation with a professional financial advisor, before investing in or trading cryptocurrency and securities. Please conduct your own research and invest at your own risk.
About Author
Disclaimer: The views, suggestions, and opinions expressed here are the sole responsibility of the experts. No Digi Observer journalist was involved in the writing and production of this article.
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