Financial advisors know that extreme market volatility affects their clients from both a financial and emotional perspective. Despite efforts to keep clients focused on the long term when markets decline significantly, emotions tend to take over and investors may be tempted to react, especially after seeing reduced portfolio values. This is an advisor’s opportunity to add a significant amount of value to the relationship.

Speaker:

John Nersesian, CIMA^®, CPWA^®, CIS, CFP^®
Head of Advisor Education, PIMCO

Premier Continuing Education (CE):

- 1 hour of CE credit for CIMA^®, CPWA^®, and RMA^® certifications

- Credit is automatically uploaded to your certification record(s) but can take up to 24 hours to be reflected