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In 2018, CFA Institute market research confirmed that adviser emotional intelligence (EQ) skills are increasingly valued by high-net-worth investors and practitioners alike.


Hosted by CFA Institute, CFA Society Seattle

In this practical, interactive workshop, participants will discover their baseline EQ proficiencies through a pre-conference online assessment and then work in small groups to hone their listening and interviewing skills for optimal effectiveness with high-net-worth investors.

3 CE

CFA Institute members can claim CE credit by providing their CFA Institute ID number when registering.

Speakers

James Grubman
James Grubman

James Grubman is the owner of Family Wealth Consulting. He has provided services to individuals, couples, and families for nearly 40 years, initially in the health care system and later in the financial services industry as one of the first wealth psychologists. Dr. Grubman is the author of Strangers in Paradise: How Families Adapt to Wealth across Generations and co-author of Cross Cultures: How Global Families Negotiate Change across Generations. His work has been published in various investment publications and discussed in Malcolm Gladwell’s David and Goliath, the Wall Street Journal, the New York Times, the Boston Globe, and other media. Dr. Grubman developed family legacy programs at Concordia University and Queens University. As a faculty member of the McCallum Graduate School at Bentley University, he developed the first graduate-level-only course in the United States about psychological aspects of financial advising. Dr. Grubman is a fellow of the Purposeful Planning Institute and the Family Firm Institute and a member of the UHNW Institute and the Society of Trust and Estate Practitioners. He has a master’s degree from the University of Michigan and a PhD in psychology from the University of Vermont.

Agenda

Thursday, 26 March

Location

Venue

The Westin Seattle

1900 5th Avenue
Seattle, WA 98101

Hotel

The Westin Seattle

1900 5th Avenue
Seattle, WA 98101

+1-206-728-1000

CFA Institute has arranged for a special group rate at the Westin Seattle. Reservations should be made directly with the hotel. You must refer to the “CFA Institute Wealth Management Block” when contacting the hotel. Reservations should be made by Monday, 2 March 2020 to take advantage of the discounted rate. The CFA Institute rate at the Westin Seattle is USD 238.98 inclusive of taxes and fees, subject to availability.

Book hotel reservation

Pricing

Group Price
Non-Members USD 150
CFA Institute Members and Candidates (CFA Program or CIPM) USD 100
Group (three or more) USD 100

What's Included

Refreshment break, the opportunity to meet with investment colleagues and speakers from around the world, and access to presentation materials online.

Event Info

Registration is in conjunction with the Wealth Management 2020 Conference. Please contact programs@cfainstitute.org with questions or to register for only this workshop.

Payment is due at time of registration. Forms received without payment will be confirmed on a space-available basis when payment is received. All fees are payable in U.S. funds. Attendance is limited and advance registration is required. Please register early.

Cancellation Policy: No refunds will be issued for any cancellations received within 24 hours of program start. Substitutions from the same company are accepted with fee adjustment, if appropriate. Sharing of registrations is not permitted. 

Special Needs: Please contact CFA Institute for services to accommodate a disability or to inform CFA Institute of any dietary restrictions. (Please include this information when you register for the conference.)

Attire: Business casual attire is appropriate for this conference.

Please Note: Any person attending a CFA Institute conference, seminar, or other program grants permission to CFA Institute to use and publish his or her image or likeness collected in connection with the program, for any usual and customary purpose of CFA Institute, including advertisements for CFA Institute and its programs.

CFA Institute reserves the right to refuse registration to anyone for any reason. Please review the complete conference terms and conditions for more information.

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