Mastering Markets and Model Portfolios
Listen for a deep dive into today's dynamic markets. We'll share insights into the current landscape, emerging trends and idea to leverage model portfolios effectively in your practice.
Featuring: Jack Manley
Continuing Education opportunities
Markets, macro and maximizing tax outcomes: portfolio construction in a changing world
Dive into how future policy might impact tax rates, long-term investment returns and portfolio volatility, and understand how to harness this volatility to improve portfolio outcomes.
Featuring: Jack Manley
Long-Term Capital Market Assumptions
Listen to our speakers as they discuss the projections that are at the core of our approach to building stronger portfolios and explain how you can use them to inform your own strategic asset allocations.
Featuring: Dr. David Kelly, John Bilton and Stephanie Aliaga
Your roadmap for navigating the ETF Landscape: Introducing the Guide to ETFs
This comprehensive guide features detailed charts and graphs to provide a holistic view of the ETF market.
Featuring: Jon Maier and Corey Hill
Investing for the next generation
This seminar focuses on navigating wealth conversations and introduces eight principles of good financial well-being. It explores what defines the next generation of investors, including their technological adoption, political engagement, and educational goals.
Principles for Long Term Investing
This presentation focuses on seven time-tested strategies, using select slides from our Guide to the Markets and Guide to Retirement, to help investors navigate challenging markets and achieve their investing goals.
Artificial Intelligence
Provides an effective framework for understanding the potential implications of generative AI and AI technologies for the global economy and equity markets.
Past, Present and Future of Asset Allocation
This seminar focuses on helping educate advisors on portfolio construction trends and how to build stronger portfolios for clients—whether building their own or leveraging model portfolios.
J.P. Morgan Asset Management CE Program: Your Questions Answered
- We offer CE for select live webinars, as well as replays via our on-demand video series.
- For live events, please go to our events webpage to register, which will also indicate if CE is offered during those live sessions.
Please provide your designation details on the registration form link - when signing up for a course.
- J.P. Morgan Asset Management is a sponsor at the CFP and the Investments and Wealth Institute (IWI), which include CIMA, CPWA and RMA designations.
- For each course, you are required to watch the entire video and score at least 70% in a 10-quesiton quiz following the video.
- Our CE vendor will report CIMA and CFP directly to the board – but all others designations are self report. You should do so by reaching out to your designated licensure board.
- CE on behalf of course participants for CFP and/or IWI designation is submitted weekly.
- Please allow 5-10 business days after an event for tracking as CE credits may not appear immediately on your organization’s website.
- Participants with other CE designations should self-report their attendance by using the certificate available for download at the end of the course and reaching out directly to your licensure board.
- The course and corresponding quiz must be completed to be eligible for CE.
- Yes. Upon completion of a course, we provide a certificate that can be used to self-report CE credits.
- You can download the certificate at the end of the course after completing the quiz for your records and submission.
Please reach out via email -- email box: JP Morgan Asset Management CE