Continuing Education for Financial Advisors

Advisor IQ is a complimentary continuing education series brought to you by Helios Quantitative Research. 

Below you will find all of the available workshops that you can sign up for and retain credit. All you have to do is enter your information accurately, attend the workshop in its entirety, and we will take care of submitting your CE to the required agency.

If you have any questions or would like additional information, send us an email.

The Future of Advice: Education, Longevity, and Expectations

1hr Credit - CFP, IWI

July 8th, @ 9:00AM PT

Register Here

Investing Your Way

1hr Credit - CFP, IWI

Aug 12th, @ 9:00AM PT

Register Here

Manager Selection and Evaluation: Key Performance Metrics

1hr Credit - CFP, IWI

September 16th @ 9:00AM PT

Register Here

The Future of Advice – Education and longevity are raising the expectations for advice

Wednesday, July 8th, 2020, @ 9:00 AM - 10:15 AM PT

The landscape of financial advice has changed dramatically in recent years. Baby boomers, generation X, and millennials are more educated, more tech-savvy, and more demanding than previous generations. Clients now want financial advice to identify and help them navigate what they may confront in middle age and as older adults. Given the new demands that these circumstances have created, clients will increasingly seek solutions to what the MIT AgeLab refers to as the “jobs of longevity.” Anticipating and solving for these jobs, often referred to as longevity navigation or longevity management, presents a new frame of reference regarding what clients need, want, and will ultimately be willing to pay an advisory firm to provide. Based on MIT AgeLab’s insights, we’ll discuss the evolving context of old age. We’ll see which characteristics and services clients might be considered valuable in an advisor, and translate it into three distinct advisor value propositions: the transaction-based advisor, the planning-based advisor, and the longevity-based advisor. Knowing these roles will help advisors assess where their practice fits in within the spectrum, and how they can position their practice to take advantage of the opportunities that lie ahead.

Register Here

1hr Credit - CFP, IWI

Investing Your Way

Wednesday, August 12th, 2020, @ 9:00 AM - 10:15 AM PT

Women are more financially independent than ever before, resulting in several reasons to be optimistic about their future. But while they may share financial goals similar to men’s, women may want to approach investing differently—so their journey toward those goals takes a different route. Strengthen relationships with women clients by addressing, and meeting, investment challenges and concerns from their perspective. 

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1hr Credit - CFP, IWI

Manager Selection and Evaluation: Key Performance Metrics

Wednesday, September 16th, 2020, @ 9:00 AM - 10:15 AM PT

In this session, we will be discussing quantitative performance metrics used by consultants to evaluate managers and interpret their performance. Material is presented in a practical context to inspire confidence with clients. You will learn how to develop an understanding of the various metrics used in performance measurement and manager selection, incorporate knowledge to develop and enhance your investment philosophy, and increase confidence in articulating your recommendations to clients.

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1hr Credit - CFP, IWI

8,000 Days: An Entire Phase of Life Waiting to be Invented

Wednesday, October 14th, 2020, @ 9:00 AM - 10:15 AM PT

Today, a college-educated person with a comfortable income is likely to live into their 80s. A life this long can be divided into four periods, averaging roughly 8,000 days each. The period from birth to college graduation is approximately 8,000 days. College graduation to midlife is another approximate 8,000 days. Midlife to retirement age is also approximate 8,000 days. After that, there’s generally another approximate 8,000 days for retirement. Retirement planning doesn’t exactly take into account the realities of an 8,000-day retirement; a script hasn’t been written for that final, but still lengthy, phase. Learn MIT AgeLab’s insights to help investors reduce uncertainty and prolong their independence by preparing for an 8,000-day retirement.

Register Here

1hr Credit - CFP, IWI

Year-End Planning Strategies

Wednesday, November 4th, 2020, @ 9:00 AM - 10:15 AM PT

Clients expect advisors to proactively help organize their complex financial affairs and deliver experiential alpha. This session provides actionable strategies in the areas of tax planning, charitable giving, retirement, and portfolio management. Including how to identify a checklist of planning strategies for year-end discussion as well as add value to client relationships by providing an organized and timely service.

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1hr Credit - CFP, IWI

The Quality of Life

Wednesday, December 9th, 2020, @ 9:00 AM - 10:15 AM PT

According to Dr. Joe Coughlin, founder and director of MIT Age Lab, clients’ biggest fear may be outliving their wealth in retirement, but there’s an even greater risk of:

  • Not being able to age in their home
  • Not having access to the things they enjoy
  • Loneliness and isolation due to a shrinking social network

Planning for these risks is an integral part of preparing to live longer, better. Learn three simple questions that integrate these issues into a holistic planning discussion and can help make planning for the future more manageable.

Register Here

1hr Credit - CFP, IWI