Wealth Management Services

Consulting Workshops

Nuveen Wealth Management Services offers comprehensive training sessions for advisors in different areas of their wealth management practice.


Advanced Wealth Management Workshop

Introduction to the CPWA® Coursework

Presented by:
John Nersesian, CIMA®, CFP®, CIS
Managing Director
Nuveen Wealth Management Services

This is a comprehensive training session designed for advisors interested in learning about the Certified Private Wealth Advisor (CPWA®) certification and advanced wealth management topics.

The workshop covers:

  • Tax Planning
  • Charitable Giving and Estate Planning
  • Financial Planning for Corporate Executives
  • Closely Held Business Owners
  • Retirement Planning
  • Essential Performance Metrics
  • Family Wealth Education
  • Behavioral Finance

Advanced Investment Consulting Workshop

Introduction to the CIMA® Coursework

Presented by:
John Nersesian, CIMA®, CFP®, CIS
Managing Director
Nuveen Wealth Management Services

This is a comprehensive training session designed to assist advisors in their preparation for the Certified Investment Management Analyst (CIMA®) designation.

The workshop covers:

  • Return Calculations
  • Risk Measurement Techniques
  • Risk Management
  • Portfolio Construction
  • Performance Measurement & Attribution
  • Manager Search & Selection
  • Derivatives
  • Alternative Investments
  • Behavioral Finance
  • Investment Policy Statements (IPS)
  • Ethics (IMCA Code of Responsibilities)
  • Sample Questions

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