2017 Investment Advisor Forum Online

Investment advisors face a rapidly changing landscape in 2017 - new presidential leadership, Brexit implications, the race for resources, the Department of Labor’s fiduciary rule. Are you ready? The 2017 Investment Advisor Forum covered these topics and more, but what if you were not able to attend the conference in person?

Now you can earn continuing education credit online anywhere, any time – conveniently from your desktop. The 2017 Investment Advisor Forum online video bundle is comprised of the highest rated sessions from the conference.

Registration Type

Registration Fee


IMCA Member



Join and Learn1



1 Special offer—Renewals and reactivations are not eligible. Conditions apply. Subject to change without notice.

Continuing Education (CE) Credit: This online educational opportunity has been accepted for up to
6 hours of CIMA®, CIMC®, and CPWA® CE credit. CE is granted per session. This program is not approved for CFP® CE credit.

Availability: CE Bundle: 2017 Investment Advisor Forum Online is available to purchase and view through September 30, 2017.

Session Title and Description

Speaker and Bio

CE Credit

Enlightened Hospitality in the Financial Services Industry

Danny Meyer, Union Square Hospitality Group

1 hour

Seven Principles for Generating Retirement Cash Flow

Matt Sommer, CPWA®, CFA®, CFP®, MBA, Janus Capital Group

1 hour

Factor Based Investing

Andrew Ang, Ph.D., Columbia Business School and BlackRock

1 hour

Discussing Fees with Clients: Separating Perception from Reality

Andrew J. McFetridge, CRPC®, John Hancock

1 hour

The Psychology of Choice in the Financial Services Industry

Sheena S. Iyengar, Ph.D., Columbia Business School

1 hour

2017: Inflation Returns

Richard Bernstein, MBA, Richard Bernstein Advisors LLC

1 hour

Cancellation/Transfer Policy:
No refunds or transfers are available. This video bundle is available for viewing online through September 30, 2017. If you do not access the presentations before this date, no refund is available.

If you have any questions, please contact IMCA's Education Department at [email protected].