With the recent election behind us, the asset and wealth management industry is preparing to navigate potential changes across global policies, financial markets, and regulatory landscapes. Join us for an in-depth discussion led by experts, as we analyze the election’s impact and explore potential outcomes in key areas affecting financial services.

This session will provide valuable insights on how asset and wealth managers can anticipate and adapt to policy shifts under the new administration, enabling them to make informed decisions and position their organizations for resilience in a changing environment.

Learning Outcomes:
- Gain a better understanding of how election results may shape U.S. and global financial regulations, compliance requirements, and policy priorities.
- Explore the potential impact of policy shifts on financial markets, including specific asset classes and regions.
- Learn strategies to proactively address regulatory and economic changes in the asset and wealth management industry.
- Understand how to align investment strategies and portfolio management with evolving global policies and risk landscapes.

Target Audience:
- Asset and Wealth Managers
- Investment Advisors and Analysts
- Compliance and Regulatory Professionals
- Financial Planners and Tax Advisors
- IT and Technology Leaders in Financial Services
- Business Strategists and Decision Makers
- Professionals interested in understanding political changes and their effects on financial strategy

This program is sponsored by the Invesco Ltd.

CPE Credits Redeemable with NASBA

Nicsa is pleased to offer this webinar learning activity to attendees who are seeking CPE credits. 1 CPE unit may be available for attendees of this webinar. The webinar requires no advanced preparation, no pre-requisite study and is appropriate for all who have a basic understanding of the investment management industry.

Nicsa is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.learningmarket.org.

CPEs Earned: 1 

CPE Field of Study: Specialized Knowledge

Program Level: Basic 

Delivery Method: Group-Internet Based

Advanced Preparation: None 

CE Credits Redeemable with Investments & Wealth Institute™ (IWI)

Nicsa is a registered sponsor with the Investments & Wealth Institute™ (IWI) for continuing education credits applicable to CIMA®, CPWA®, RMA®, and CIMC® certifications. This 60-minute webinar has been pre-approved by IWI for 1 CE credit.

To redeem your CE credit, you must self-report your participation by visiting the Investments & Wealth Institute™ website: https://investmentsandwealth.org. Following the conclusion of the webinar, please enter the program date, program ID, program title, and Nicsa as the sponsoring organization. Nicsa will not report your participation on your behalf. 

The Investments & Wealth Institute™ has final authority on the acceptance of individual courses for CE credit. If you have any concerns or complaints regarding registered sponsors, you may submit them via the IWI website: https://investmentsandwealth.org/contact-us.

CPEs Earned: 1 

Continuing Education Topic: Government Regulations 

Program Format: Live Webinar 

CANCELLATIONS AND REFUNDS: Due to this program being offered free of charge, there will be no refunds issued. Questions or Cancellations: Please contact Lilly Bahmani at info@nicsa.org

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