CE Credit Programs
Partner with Neuberger Berman while gaining insightful knowledge and valuable CE credit
As part of our commitment to making the best thinking of Neuberger Berman available to our trusted business partners, we offer a collection of presentations that have been accepted for continuing education (CE) credit with CFP Board for CFP® professionals and Investments & Wealth Institute towards the CIMA® and CPWA® certifications.
Our programs, presented by senior management and industry experts at Neuberger Berman, are offered throughout the year through on-site seminars, investment forums and webcasts.
For more information about our Continuing Education Programs, please contact your Neuberger Berman representative:
Wirehouse and Broker-Dealer: 877.628.2583
RIA and Private Bank: 888.556.9030
|Our Programs||Eligible for 1 hour of CE Credit|
|Economic & Capital Markets Updates||CFP®||CIMA®||CPWA®|
|Asset Allocation Committee Quarterly Outlook
The Asset Allocation Committee offers its views on how the current environment may impact asset classes over the next 12 months.
|Fixed Income Investment Quarterly Outlook
A report developed by our Fixed Income Investment Strategy Committee that discusses trends shaping global fixed income markets and our sector views, which in turn influence our portfolios.
|Market Outlook and Investment Opportunities Presentation
A monthly presentation developed by our Multi-Asset Class (MAC) team that features market data points and trends, along with the MAC team's market outlook and investment views.
|Private Equity: Unique Characteristics Mean Unique Opportunities
A presentation offering an overview on private equity investing, the advantages and risks associated with the asset class, how private equity funds are structured and the range of private equity strategies.
|Sustainable Investing: Can Investments Return a Social Profit as Well as a Financial Return?
A presentation that provides an overview of environmental, social and governance (ESG) investing.
|Practice Management & Business-Building||CFP®||CIMA®||CPWA®|
|The Family Love Letter®*
An intergenerational wealth transfer program designed to build alliances with attorneys, CPAs and other centers of influence, creating a forum to cross-pollinate referrals while opening the door to the next generation of wealth.
|GenBridge: Why Connecting Across Generations Is the Key to Growing Your Practice
A presentation that explores the evolving role of women and adult children in family finances, providing tools to help you not only retain assets, but also gain market share as wealth transfers from generation to generation.
|Money, Women and Power: What Every Woman Should Know*
A program designed to engage and empower the spouse in financial matters and help her develop a comprehensive plan to organize her current financial life, as well as prepare for the unexpected.
|Anticipating the Unexpected & Surviving Spouse Checklist—A 12-Month Guide to Working with Your
A resource designed to help position the advisor as the family’s financial quarterback in creating a plan to help navigate the overall financial picture, investment portfolio, retirement income needs, annuity and life insurance coverage, long-term care and estate planning.
|Life Events Check List*
(Client/Advisor Tool) A review of more than 30 potentially life-changing events— pivotal points driving change and seeking to create opportunities for money in motion for clients.