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
Business Acquisitions: Expert Legal Advice and Resources
RENO, NEVADA, January 2nd, 2025 – The dream of owning a business drives many individuals, and for some purchasing an existing enterprise can be a faster and more stable path to success. However, navigating the legal complexities of a business acquisition can be daunting. LegalMatch.com, the leading online platform helping to connect consumers with verified lawyers, recognizes this challenge and helps to provide valuable resources to empower aspiring entrepreneurs throughout the process.
Purchasing an existing business requires careful consideration of various legal aspects. From evaluating financial records and navigating contracts to ensuring intellectual property rights are secure, the legal landscape can be complex and should be traveled with the expertise of a business attorney.
“Business acquisitions are exciting endeavors. However, understanding the legal framework is crucial to ensure a smooth and successful transaction. Through our platform, consumers can get matched with attorneys skilled in business law who can guide them through contracts, due diligence, and other essential legal steps,” says Ken LaMance, LegalMatch’s General Counsel.
LegalMatch doesn’t stop at attorney connections. Its Online Law Library has a wealth of resources on business acquisition. Consumers can gain valuable insights into reviewing purchase agreements, the benefits of buying an existing business, negotiating terms, and more.
With LegalMatch, aspiring entrepreneurs are equipped with the tools and knowledge they need to successfully navigate the challenges of business acquisition, setting the stage for future growth and success.
About LegalMatch.com
LegalMatch is the nation’s oldest and largest online legal lead-generation service. Headquartered in Reno, Nevada, LegalMatch helps people find the right lawyer and helps attorneys find new clients. LegalMatch’s service is free to individuals and small businesses looking for legal help. For more information about LegalMatch, please visit our website or contact us directly.
Media Contact
Organization: LegalMatch.com
Contact Person: Ken LaManace
Website: https://www.legalmatch.com/
Email: Send Email
Contact Number: +14159460856
City: Reno
State: NV
Country: United States
Release Id: 03012522183
The post Business Acquisitions: Expert Legal Advice and Resources appeared on King Newswire. It is provided by a third-party content provider. King Newswire makes no warranties or representations in connection with it.
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
GWM’s Hi4 Off-Road Family Takes Over LIWA: A Journey Through Adventure and Innovation
China, 3rd Jan 2025 – 28th December, 2024, at the prestigious LIWA Hero Festival in the Middle East, GWM’s TANK 500 Hi4 Z edition lead the charge and made a bold and unforgettable entrance, capturing the attention of off-road enthusiasts and global fans alike. Through an exciting series of events, numbers of renowned KOLs and influencers as they embark on a journey with the GWM off-road family, showcasing the brand’s unmatched off-road capabilities and celebrating its groundbreaking Hi4-Z technology. This experience transcends mere driving—it’s a testament to China’s leadership in off-road innovation, creating a new standard in the global off-road community.
In the golden sands of the Liwa Desert, where the dunes stretch as far as the eye can see, the 2024 Liwa Hero Festival became the stage for Great Wall Motor (GWM) to redefine off-road excellence. With the TANK 500 leading the charge, GWM once again demonstrated its commitment to pushing the boundaries of innovation, proving that Chinese engineering is a force to be reckoned with on the global stage.
This year’s festival brought together off-road enthusiasts, automotive experts, and influencers from across the globe. Amid the desert’s demanding terrain, the TANK 500 emerged as a star, showcasing its advanced Hi4-Z hybrid platform and delivering an awe-inspiring performance that sparked global conversations across social media.
The Liwa Desert: A Test of True Off-Road Prowess
The Liwa Desert, nestled in the UAE, is home to some of the world’s most challenging off-road terrains. Renowned for its towering sand dunes like the iconic Moreeb Dune, also known as the “Tall Hill,” this desert offers a unique blend of natural beauty and extreme difficulty. Moreeb Dune rises to over 300 meters, with a slope gradient exceeding 50 degrees, making it a true test of any vehicle’s capability. Other formidable challenges include: Sabkha (Salt Flats): These deceptive, flat surfaces demand high traction control and stability due to their soft, shifting layers. Slip Faces: Sudden drops and steep inclines require precise torque distribution and power management. Deep Sand Traps: These stretches test a vehicle’s ability to maintain momentum without losing traction. Each of these features makes the Liwa Desert an unforgiving environment, ideal for proving the mettle of GWM’s off-road vehicles.
The TANK 500 turned heads at the festival, not only for its commanding design but also for its revolutionary Hi4-Z hybrid platform, which has redefined what an off-road vehicle can achieve. As the first platform of its kind, Hi4-Z combines raw power with cutting-edge hybrid efficiency, tailored specifically for extreme conditions.
Moreeb Dune, one of the most famous and steepest dunes in the Liwa Desert, rises at an almost vertical angle of 50 degrees. It’s here that the TANK 500’s Hi4-Z system truly shines, effortlessly climbing steep inclines and tackling the toughest sand conditions with its strong torque and power output. The Hi4-Z system delivers a combined power output of 715 kW, allowing the TANK 500 to accelerate from 0 to 100 km/h in just 4 seconds. This power, paired with a 3-speed DHT transmission, ensures seamless gear shifts and optimal performance across various terrains.
As the convoy ventures through the desert, deep sand pits, sand dune valleys, and rapid dune crossings test both the vehicles’ capabilities and the drivers’ skills. The TANK 500, with its advanced suspension system and Hi4-Z hybrid system, absorbs the shock of the deep sand valleys, providing a smooth and stable ride even in the most unpredictable conditions. The Hi4-Z platform’s torque distribution between the electric and combustion engines ensures that no terrain is too difficult to navigate. With a pure electric range of 200+ km, the TANK 500 offers an eco-friendly yet powerful solution for extended adventures. Its fast-charging capability adds 120 km of range in just 15 minutes, ensuring minimal downtime during long off-road expeditions.
Next, the spotlight shifts to the Moresha Dune Challenge, where the TANK 500 leads the pack, charging ahead with its striking red exterior. As it takes on the famous dunes, KOLs drove TANK 500s to take on some of the most challenging off-road conditions. The TANK 500’s remarkable performance is on full display, easily outpacing other vehicles, thanks to the TANK 500’s body-on-frame body structure and high-strength chassis, as they were critical in tackling steep inclines and uneven surfaces, providing unmatched durability and stability in the harsh desert environment. Meanwhile, a high-density 234 Wh/kg lithium-ion battery, the Hi4-Z platform supports superior energy efficiency and discharge power, outperforming other plug-in hybrid vehicles in its class.
Celebrating the Off-Road Family: A Festival of Innovation and Unity
The Liwa Hero Festival also provided a platform to showcase GWM’s full range of off-road vehicles, including the TANK 300, HAVAL H9, and POER series. Each model highlighted GWM’s commitment to creating vehicles that cater to diverse off-road needs, from family-friendly adventures to professional-grade challenges.
One of the event’s most anticipated moments is the User Gala, where key GWM executives, take the stage to discuss the brand’s achievements and future. As the leaders highlight the impact of GWM’s off-road family and the success of the TANK 500, KOLs share their thoughts, recapping the most memorable moments of the event.
The festival kicked off with a comprehensive exhibition of GWM’s off-road family. Influencers and KOLs provided real-time reviews, delving into the design, performance, and technological advancements of the TANK 500 and its siblings. Attendees also had the chance to interact with GWM’s technical experts, gaining insights into the mechanics behind the Hi4-Z and Hi4-T platforms.
Over 28 GWM vehicles formed a convoy, parading through the dunes and creating an awe-inspiring spectacle. The convoy’s finale featured the vehicles forming the GWM logo, symbolizing unity and innovation—a moment that quickly went viral online. The highlight of the festival saw the TANK 500 take on the legendary Moresha Dune. With its iconic red finish, the vehicle led the pack, climbing the steep incline effortlessly, thanks to its exceptional torque and power distribution. This feat solidified the TANK 500’s reputation as a true off-road champion. GWM invited enthusiasts and vehicle owners to share their personal off-road stories, creating a sense of community and global connection. Their tales, combined with live demonstrations, showcased the TANK 500’s versatility in real-world scenarios. The festival concluded with a vibrant gala, featuring local music, cuisine, and a campfire gathering. GWM executives emphasized the company’s vision for global collaboration and cultural exchange, ensuring that the TANK 500 represents not just technology but also a bridge between diverse communities.
The success of the TANK 500 at the Liwa Hero Festival marks a turning point in how Chinese vehicles are perceived globally. GWM is not merely exporting products; it is sharing a vision of off-road culture that resonates with enthusiasts worldwide.
From the deserts of the Middle East to the rugged trails of Australia and the forests of North America, GWM is integrating localized insights into its vehicle designs. This global approach ensures that each model meets the unique demands of its market while preserving its core identity as a high-performance off-road machine. As GWM continues to innovate, the TANK 500 and the Hi4-Z platform represent only the beginning of a broader strategy to lead the global off-road market. By embracing a philosophy of long-termism and professional dedication, GWM is setting new standards for hybrid technology, sustainability, and user experience.
What’s Next for GWM?
– Diverse Powertrain Options: Expanding the Hi4-Z platform to include more solutions in the Hi4 Tech Family, catering to a wide range of user preferences and environmental needs.
– Global Expansion: Establishing localized manufacturing and service centers, ensuring that GWM’s vehicles and expertise are accessible to enthusiasts worldwide.
– Community Building: Strengthening the bond between GWM and its users through immersive experiences like the Liwa Hero Festival, fostering a global community of off-road enthusiasts.
The TANK 500’s triumphant performance at the Liwa Hero Festival is more than just a milestone for GWM; it’s a call to action for off-road enthusiasts worldwide. Whether you’re scaling dunes, navigating forests, or embarking on urban adventures, GWM invites you to be part of a journey where innovation meets passion and where every terrain is a new opportunity to push boundaries.
Stay connected with GWM for more updates on its groundbreaking vehicles and initiatives. Together, we’re not just driving change—we’re redefining the future of off-roading.
Learn more: https://youtu.be/Dq3Ffni3-OU?si=Bm7JKMfYl_me9GK2
Media Contact
Organization: GWM
Contact Person: Carol Wang
Website: https://www.gwm-global.com
Email: Send Email
Country: China
Release Id: 03012522179
The post GWM’s Hi4 Off-Road Family Takes Over LIWA: A Journey Through Adventure and Innovation 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
Mega Seating Plan Unveils AI-Driven Platform to Revolutionize Classroom Management
Mega Seating Plan, a UK-based company, has introduced a new AI-powered platform to simplify classroom management for teachers worldwide. With over 145,000 educators in 183 countries already using its tools, the platform creates data-driven seating charts designed to improve student behaviour and learning outcomes.This platform allows teachers to generate seating plans automatically, incorporate student preferences using QR codes, and track behaviour and achievements directly from their seating charts. It also integrates smoothly with all major school management systems, making it easy to sync teacher, class, and student data.Founded in 2015 by former teacher Rob Cowen, Mega Seating Plan was developed to save teachers time and improve classroom organisation. The platform has been widely praised, winning EdTech Impact’s “Top Student Wellbeing Tool 2025” award and becoming a favourite for classroom management.For more details, visit www.seatingplan.com or email Rob Cowen at rob@seatingplan.com.
Mega Seating Plan, a leader in classroom seating chart software, proudly announces the launch of its cutting-edge AI-powered platform designed to elevate classroom management for educators around the globe. Spearheaded by Rob Cowen, CEO and founder of Mega Seating Plan, the platform serves over 145,000 teachers across 183 countries, making creating data-driven seating charts that improve behaviour and learning outcomes easier.
Innovative Features for Educators
Mega Seating Plan introduces a suite of innovative tools aimed at simplifying classroom management:
AI-Powered Seating Arrangements: Advanced algorithms automatically arrange students based on individual data, preferences, and teacher expertise—delivering optimal seating charts in seconds.
Student Preference Integration: Students can scan unique QR codes to share seating preferences and identify compatible peers, fostering a more supportive learning environment.
Behaviour Management Tools: Teachers can log achievement and behaviour events directly from their seating plans, integrate data with existing Management Information Systems (MIS), and track trends to promote positive development.
Customisable Classroom Layouts: Easily design or share classroom layouts, allowing educators to tailor seating arrangements to their unique spaces.
Recognition for Excellence
Mega Seating Plan has earned widespread acclaim, receiving EdTech Impact’s “Top Student Wellbeing Tool 2025” award based on glowing reviews from educators. It also ranks as the top-rated tool for organisation and classroom management.
Seamless Integration with MIS/SIS Platforms
The platform is fully compatible with all major MIS/SIS systems, easily synchronising teachers, classes, and student data.
Designed by a Teacher for Teachers
A former teacher, Rob Cowen, founded Mega Seating Plan out of frustration with manually creating seating charts. His mission was simple: to free up teachers’ time so they can focus on what matters most—teaching.
“The goal of Mega Seating Plan is to handle the administrative tasks so that teachers have more time to plan, mark, and teach,” said Cowen. “Our platform makes seating plans, homework tracking, and behaviour management so much easier.”
About Mega Seating Plan
Founded in 2015, Mega Seating Plan is a UK-based company committed to developing innovative classroom management tools that empower educators worldwide.
For more information, visit www.seatingplan.com or contact Rob Cowen at rob@seatingplan.com.
Media Contact
Organization: Seating Plan
Contact Person: Rob Cowen
Website: https://www.seatingplan.com/
Email: Send Email
City: Manchester
Country: United Kingdom
Release Id: 03012522196
The post Mega Seating Plan Unveils AI-Driven Platform to Revolutionize Classroom 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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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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