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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

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5 months ago

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–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

jbish@i-w.org

Allison Edmondson

+1 303-850-3207

aedmondson@i-w.org

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

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Press Release

Dr. Anosh Ahmed is Helping Diverse Industries in Dubai Grow with Socially Conscious Investments and Developments

Published

21 mins ago

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October 24, 2024

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Dr. Anosh Ahmed is the founder of The Private Family Office of Anosh Ahmed and Anosh Inc.

Dr. Anosh Ahmed is Helping Diverse Industries in Dubai Grow with Socially Conscious Investments and Developments

United Arab Emirates, 24th Oct 2024, Grand Newswire – Dr. Anosh Ahmed,  the founder,  Chairman, and CEO of The Private Family Office of Anosh Ahmed and Anosh Inc., is working towards making socially conscious investments and developments that drive positive social change. With divisions specializing in real estate, media, financial trading, commodity trading, and more, Dr. Anosh Ahmed offers a holistic approach to developing a sustainable legacy for all.

Anosh Inc. is a global alternative investment and consulting firm that has emerged as a key private and venture capital player. Since its founding in 2006, the firm has focused on helping companies across industries grow and achieve their financial objectives. Anosh Inc.’s approach is centered on working with companies at various stages of development, leveraging flexible capital across private equity, public equity, credit, fixed income, and venture capital. 

Through the Private Family Office of Anosh Ahmed (PFOAA), Anosh Inc. provides various wealth management services, including healthcare services, through a global network of hospitals. The company’s real estate portfolio, valued at $1.5 billion, highlights its long-term approach to investments, focusing on generating steady returns while contributing to the economic development of communities.

Dr. Anosh Ahmed has a net worth of $1.8 billion, mainly from his astute investments in the agriculture business. He is also active in philanthropy, supporting education and social justice initiatives. Through the Anosh Inc. Foundation, he works to provide educational aid and social support to underserved communities, emphasizing the importance of giving back to society.

Dr. Anosh Ahmed continues to focus on creating value for its investors, partners, and the businesses it supports. His multi-faceted approach to investment and consulting reflects his commitment to long-term growth and economic impact.

To learn more about Anosh Inc., visit http://www.anoshinc.com.

For more information on the Private Family Office of Anosh Ahmed, visit  http://www.pfoaa.com.

 

Media Contact

Organization: Private Family Office Anosh Ahmed

Contact
Person: Grace D’Souza

Website:

Home

Email:

info@pfoaa.com

City: Dubai

Country:United Arab Emirates

The post Dr. Anosh Ahmed is Helping Diverse Industries in Dubai Grow with Socially Conscious Investments and Developments appeared first on
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It is provided by a third-party content
provider. Grand Newswire makes no
warranties or representations in connection with it.

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Press Release

Korvato Opens Doors to Public After 3 Years of Private Success

Published

21 mins ago

on

October 24, 2024

By

Korvato, a cutting-edge algorithmic trading platform, today announced its public launch, marking a significant milestone in democratizing sophisticated investing strategies. After three years of operating privately, Korvato is now offering its advanced trading algorithms and investment technologies to the public, aiming to revolutionize how retail investors approach financial markets.

Key Highlights:

– Korvato achieves 22% average monthly returns over 3 years

– Nearly $1 million in profits generated for private clients

– Results verified by third-party network FX Blue

– Public launch opens access to Korvato’s proprietary algorithmic trading strategies

During its private phase, Korvato established itself as a leader in algorithmic trading, leveraging artificial intelligence and machine learning to navigate complex financial markets. 

The company’s impressive track record includes generating nearly $1 million in profits for its clients, with an average monthly return of 22%, as verified by the respected third-party network FX Blue.

Amit Fridman, CEO of Korvato, explained the platform’s unique value proposition: “Creating an algorithmic trading system should be every trader’s goal. Yet, developing a trading system can be overwhelming since it involves several moving parts. Another challenge is that today’s markets require an algorithm that adapts to different market conditions. Korvato solves those challenges.”

Korvato’s Innovative Features:

1. Advanced algorithmic investing technologies

2. AI-driven market analysis and trade execution

3. Educational resources from seasoned market professionals

4. Risk management tools for intelligent risk-taking

5. Adaptable strategies for various market conditions

The public launch of Korvato opens up new opportunities for traders and investors seeking enhanced growth from their investments. By combining traditional investment strategies with cutting-edge technological innovations, Korvato aims to reshape the investment landscape and challenge the status quo of retail trading.

Founded on the belief that financial market success should be accessible to everyone, Korvato has assembled a global team of exceptional talents in finance, technology, and data science. 

This diverse group not only brings a wealth of knowledge and expertise but also fosters a culture of innovation and excellence in algorithmic trading.

As Korvato transitions from private to public availability, it invites retail traders and investors to join a movement that pushes the boundaries of what’s possible in finance. 

With Korvato, users are not just investing in markets, but in a future filled with brighter, more prosperous financial opportunities through algorithmic trading.

For more information about Korvato and its algorithmic trading platform, please visit www.korvato.com or contact support@korvato.com.

About Korvato:

Korvato is a fintech company dedicated to revolutionizing the investment landscape by integrating sophisticated algorithmic trading strategies with user-friendly platforms. With a focus on education, innovation, and intelligent risk-taking, Korvato aims to empower investors of all levels to achieve their financial goals through advanced trading algorithms and AI-driven investment strategies.

Contact:

Email: support@korvato.com

Website: www.korvato.com

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Press Release

Quantum Coin Changes Name and Launches Android Wallet with Post-Quantum Cryptography

Published

21 mins ago

on

October 24, 2024

By

Estonia, 23rd Oct 2024, Grand Newswire – Quantum Coin, formerly known as Doge Protocol, has announced a renaming effort that includes a new name for both the project and its community. The project is now known as “Quantum Coin,” while the community has adopted the name “Quantum Coin Community.” This renaming reflects the project’s evolving focus, and the updated website, QuantumCoin.org, now reflects these changes.

In addition to the renaming, the Quantum Coin Community has introduced the beta version of its Android Wallet, which is now available for both the Testnet T4 and the Mainnet. Earlier this year, desktop wallets for Windows, Mac, and Linux were released, expanding the accessibility of Quantum Coin to a wider range of users.

Quantum Coin stands out as a blockchain project with a focus on post-quantum cryptography and smart contract capabilities. Its Mainnet, which launched in December 2023, incorporates a hybrid cryptography model. This includes the use of algorithms such as ML-DSA, SLH-DSA, and ed25519 to secure user accounts, with SLH-DSA acting as a safeguard. The project also employs ML-KEM post-quantum cryptography to encrypt communication, further enhancing the security of transactions. These algorithms were recently standardized by the National Institute of Standards and Technology (NIST), making them relevant for defending against potential future quantum computing threats.

Currently, Quantum Coin operates on a proof-of-stake consensus mechanism but plans to transition to a hybrid proof-of-work model in the future. This shift will be implemented once clean energy solutions become more accessible, allowing for a more energy-efficient blockchain.

The Quantum Coin community continues to build on its initial technology releases, which included NodeJS SDKs, a block explorer, and node clients for Windows, Mac, and Linux. These tools aim to give developers and users more control and flexibility within the ecosystem.

As a community-driven project, Quantum Coin positions itself to address real-world challenges through its technology. The development and decision-making processes rely heavily on community involvement, and future plans include further product development and updates to the blockchain’s capabilities.

Users can visit the project website https://quantumcoin.org/ for any media inquiries.

About Community:

Quantum Coin is a blockchain project focused on integrating hybrid post-quantum cryptography with smart contracts. The community-driven project launched its Mainnet in December 2023, with ongoing developments in security and energy efficiency.

Quantum Coin Changes Name and Launches Android Wallet with Post-Quantum Cryptography

Media Contact

Organization: Quantum Coin Community

Contact
Person: Sam Santo

Website:

https://QuantumCoin.org

Email:

contact@quantumcoin.org

City: Tallinn

Country:Estonia

The post Quantum Coin Changes Name and Launches Android Wallet with Post-Quantum Cryptography appeared first on
Grand Newswire.
It is provided by a third-party content
provider. Grand Newswire makes no
warranties or representations in connection with it.

About Author

Cloud PR Wire

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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.

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