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.
|2008-2018-2028: The Dissolving Divides that Will Shape the Post-Crisis Investment Era
A decade has passed since the events of 2008. These events were so momentous in their impact on the global financial markets, economy and society that we still feel the aftershocks 10 years later. We identified four big trends that we believe will be shaping the economic and financial landscape 10 years from now.
|The Overlooked Persistence of Active Outperformance
Investors have embraced passive strategies in what has been the second-longest bull market in history. However, when performance is examined through a different lens, our research shows that active managers have been much more successful than commonly realized.
|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.
|Preparing for a Rising Rate Environment
Looking for new sources of income and diversification will be crucial in dealing with the challenges of rising interest rates. This presentation, delivered by Erik Knutzen, CFA, CAIA, Chief Investment Officer—Multi-Asset Class for Neuberger Berman, offers a variety of ideas to consider to help prepare portfolios for the new environment.
|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.
|Year of RE: Keys to Retaining, Referring and Re-Engaging Valued Clients and their Families
A presentation designed to help you identify your best clients and craft custom messages to help you become the go-to person in the family’s time of need.
|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.