Focus on Disruptive Trends Online

These sessions from the Focus on Disruptive Trends conference explore the trends that will affect the financial industry for years to come. They focus on wealth management and investment advisory trends, automated investing and fee compression, the changing advisory landscape and revisiting modern portfolio theory. You will gain new insight into how you can combat disruption and adapt to the business and technology trends that are impacting your business.

Included Sessions

Disruptive Investment and Wealth Management
Trends You Should Be Paying Attention To

Scott Welch, CIMA®

1.5 hours

Modern Portfolio Theory and Other Relics

Bob Rice 

1.5 hours

How to Capitalize on Disruption in the Financial Services Industry

John Anderson

1.0 hour



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Continuing Education

Focus on Disruptive Trends Online provides up to 4 hours of continuing education (CE) credit for CIMA/CPWA/CIMC certifications. IMCA is registered with NASBA as a sponsor of continuing professional education.


This video bundle is available for viewing online through May 31, 2018. You must access the presentation before this date.