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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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–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

New World Asset Management Ltd NWAM and AlgoDynamix reach a comprehensive strategic cooperation Leading the new era of intelligent risk management

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In the ever-changing global financial market, investors have an increasing demand for accurate market insights and intelligent risk management. Market volatility, emergencies and global economic uncertainty have brought unprecedented challenges to investors. However, in the face of these changes, New World Asset Management (NWAM) and AlgoDynamix have joined forces to provide global investors with forward-looking market risk management solutions to help them remain invincible in market fluctuations.

United States, 24th Oct 2024 – In the ever-changing global financial market, investors have an increasing demand for accurate market insights and intelligent risk management. Market volatility, emergencies and global economic uncertainty have brought unprecedented challenges to investors. However, in the face of these changes, New World Asset Management (NWAM) and AlgoDynamix have joined forces to provide global investors with forward-looking market risk management solutions to help them remain invincible in market fluctuations.

As a leading global risk analysis company, AlgoDynamix relies on its unique AI and big data analysis technology to focus on predicting market volatility and risk management. The market volatility prediction tools provided by AlgoDynamix have been widely used in many financial institutions around the world, helping investors to make plans before market fluctuations. Its innovative risk prediction system allows investors to adjust their strategies in time when the market fluctuates violently to avoid potential losses.  In November 2023 , NWAM and AlgoDynamix officially launched strategic cooperation negotiations. The two parties quickly determined the cooperation framework and decided to integrate AlgoDynamix’s market risk prediction model with NWAM’s AI quantitative trading platform. This integration will not only greatly enhance NWAM’s market analysis capabilities, but also provide its users with intelligent market volatility early warning functions.

In early 2024, the two parties successfully completed the integration of market data and risk prediction tools, and officially released the AI-driven market volatility early warning system on the NWAM platform. The system can monitor market dynamics in real time, capture potential risk signals, and provide users with instant risk warnings. With this technology, NWAM users can quickly respond to market changes and adjust investment strategies to achieve more stable wealth growth.  One of the important results of this cooperation is the launch of an intelligent risk management system. Through this system, NWAM users can not only obtain accurate market volatility forecasts, but also use intelligent tools for personalized risk management. Whether it is large institutional investors or individual investors, the NWAM platform will help them make smarter decisions amid market uncertainty.  Commenting on the partnership, NWAM CEO said: “We have always believed that the future of financial markets belongs to those companies that can fully leverage smart technology. AlgoDynamix’s technology fits seamlessly with our AI quantitative trading platform, providing our users with powerful risk management tools. This partnership marks a key step forward in our journey towards smart investment management.”

The founder of AlgoDynamix is also looking forward to the cooperation: “NWAM’s leading technology in digital asset management and AI trading perfectly complements our expertise in predicting market volatility. We firmly believe that through this cooperation, global investors will be able to better protect their assets during market turmoil and achieve steady wealth appreciation.”  This cooperation not only promotes the advancement of intelligent risk management technology, but also opens a new chapter in safer and more reliable wealth management for global investors. Through its cooperation with AlgoDynamix, NWAM will significantly enhance its capabilities in market analysis and risk management. The AI-driven market fluctuation early warning system and intelligent risk management functions not only improve the platform’s market response capabilities, but also bring more security to investors. In an increasingly complex global market, improving risk management capabilities is undoubtedly an important cornerstone for investors to make steady profits.

Media Contact

Organization: New World Asset Management Ltd

Contact Person: Don Adam Perera

Website: https://newworldeco.com

Email: Send Email

Country: United States

Release Id: 24102418963

The post New World Asset Management Ltd NWAM and AlgoDynamix reach a comprehensive strategic cooperation Leading the new era of intelligent risk management appeared on King Newswire. It is provided by a third-party content provider. King Newswire makes no warranties or representations in connection with it.

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Press Release

Eagle Crest Asset Management and Its AI Ambitions A Global Expansion

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United States, 24th Oct 2024 – Since its founding in 2019, Eagle Crest Asset Management has been steadfast in its commitment to providing long-term value to clients through professional investment management and meticulous risk control strategies. With a client-first approach, the firm has built a strong reputation for its innovative solutions and personalized investment strategies, which are designed to meet the unique financial goals of each client. As the company evolves, it is turning its focus towards a new frontier: artificial intelligence (AI).

Eagle Crest’s Growing Focus on AI

In today’s rapidly changing financial landscape, technology and AI are becoming critical components in shaping the future of asset management. Recognizing this trend, Eagle Crest has identified the AI industry as a key area for future growth and investment. The firm plans to intensify its research and development efforts in AI, aiming to discover and invest in promising AI startups and enterprises that show potential for long-term success.

By leveraging cutting-edge AI technologies, Eagle Crest intends to enhance its investment strategies, enabling more sophisticated portfolio management and improving predictive analytics for better market forecasting. The firm is particularly focused on identifying companies at the forefront of AI innovation, those developing groundbreaking applications across industries such as healthcare, robotics, autonomous systems, and big data analytics.

Strategic Global Expansion

To support its ambitious AI focus, Eagle Crest Asset Management is expanding its global footprint. Over the next few years, the company plans to establish offices in dozens of regions worldwide. This global expansion will provide the firm with a more diverse and extensive network, allowing it to tap into local AI ecosystems and identify promising investment opportunities in key markets.

By setting up operations in major innovation hubs, including North America, Europe, Asia, and the Middle East, Eagle Crest aims to build strong partnerships with local AI companies, researchers, and innovators. These offices will also serve as research centers, helping the company stay ahead of emerging trends and technological advancements in AI. This global presence will not only enhance Eagle Crest’s access to high-potential AI startups but will also allow the firm to support them through funding, mentorship, and strategic partnerships.

A Vision for the Future

Founder Ridel Bosco Castillo has always been a visionary leader, driving Eagle Crest’s growth and innovation. With this new focus on AI, Castillo sees tremendous opportunities to shape the future of asset management by integrating advanced technologies into the investment process. He believes that by fostering AI innovation, Eagle Crest can generate superior returns for its clients while also contributing to the advancement of AI industries worldwide.

As Eagle Crest Asset Management continues to evolve, its AI-driven strategies and global expansion will position the firm as a leader in both the financial and technology sectors. The company’s commitment to finding and investing in the best AI enterprises, combined with its robust network of global offices, will enable it to stay at the forefront of the industry, offering clients access to cutting-edge investment opportunities and solutions.

In the coming years, Eagle Crest aims to become a key player in the AI space, bridging the gap between finance and technology while delivering unparalleled value to its clients. This strategic move marks the beginning of a new chapter for the firm, one where AI and global innovation will drive its future success.

Media Contact

Organization: Eagle Crest Asset Management

Contact Person: Ridel Bosco Castillo

Website: https://ecamai.com/

Email: Send Email

Country: United States

Release Id: 24102418964

Disclaimer: Investments in artificial intelligence (AI) and related technologies are subject to significant risks, including technological challenges, market volatility, and unpredictable regulatory environments. Clients and prospective investors should perform their own due diligence and consider their financial goals, risk tolerance, and consult with financial advisors before making investment decisions. All information provided is for informational purposes only and should not be construed as financial advice.

The post Eagle Crest Asset Management and Its AI Ambitions A Global Expansion appeared on King Newswire. It is provided by a third-party content provider. King Newswire makes no warranties or representations in connection with it.

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Press Release

EMEET Recognized with Multiple Prestigious Awards for EMEET AirFlow and EMEET Meeting Capsule Pro Room Kit

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China, 24th Oct 2024 – EMEET, a leader in AI-driven audio and video communication solutions, recently received prestigious recognition for its innovative products. The EMEET AirFlow Open-Ear Headphones have been honored with Japan’s G-Mark Design Award and earned Zoom certification. Additionally, the EMEET Meeting Capsule Pro Room Kit has won the prestigious IDEA Award.

Award Highlights

The G-Mark Design Award, also known as the Good Design Award, is a significant accolade in Japan, recognizing outstanding design and innovation. Being Zoom certified underscores EMEET’s commitment to providing superior audio and video experiences that meet industry standards.

The IDEA (International Design Excellence Awards) is one of the premier awards in the field of industrial design. Winning this award stands as a testament to EMEET’s relentless pursuit of groundbreaking and user-friendly products.

Award-Winning Product Overview

EMEET AirFlow

EMEET AirFlow Open-Ear Headphones combine cutting-edge technology with elegant design, providing users with an exceptional auditory experience that ensures situational awareness and comfort. With the detachable microphone design, the EMEET AirFlow is not only a ideal choice for daily entertainment, but also an office essential for professionals.

The recognition by G-Mark and Zoom certification highlights its excellence in both design and functionality.

EMEET Meeting Capsule Pro Room Kit

The EMEET Meeting Capsule Pro Room Kit combines a camera, speaker, and microphone into one sleek device, eliminating the need for multiple pieces of equipment and simplifying the setup process. This all-in-one design ensures a seamless meeting experience in one compact package.

Winning the IDEA Award showcases EMEET’s dedication to creating products that blend advanced technology with user-centric design.

About EMEET

EMEET values the contributions of every individual in meetings and knows that everyone should be heard and seen. Established in August 2016, with the mission of “better communication, better world”, EMEET endeavored to create an intelligent mobile collaboration space. Today, EMEET is a prominent global company, specializing in R&D, production, and sales of AI-driven intelligent audio and video communication products.

The Zoom-Certified AirFlow will be available in December, 2024.

Media Contact

Organization: EMEET TECHNOLOGY CO., LTD

Contact Person: Amy Lyu

Website: https://emeet.com/

Email: Send Email

Country: China

Release Id: 24102418947

The post EMEET Recognized with Multiple Prestigious Awards for EMEET AirFlow and EMEET Meeting Capsule Pro Room Kit appeared on King Newswire. It is provided by a third-party content provider. King Newswire makes no warranties or representations in connection with it.

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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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