Build Your Knowledge The PIMCO Advisor Education team tailors presentations, training sessions, webinars, and workshops to address the emerging developments in today’s wealth management industry. Download the Curriculum and learn more about offerings across three pillars: Practice Management Business-building ideas to help advisors grow their practice. Sample Topics: Referrals, Client Acquisition, Value Proposition, Behavioral Science Wealth Planning Advanced strategies to enhance and deepen client relationships — beyond investing. Sample Topics: Tax Planning, Family Wealth Planning, Charitable Giving, Year End Planning Investment Consulting Investment consulting guidance to help advisors deliver relevant investment advice. Sample Topics: Introduction to Fixed Income, Investing in Alternatives, Key Performance Metrics download curriculum Interested in a consultation with an expert from the Advisor Education team? Learn more Educational Webinars Log in or register to access our on-demand webinars to earn CE credit or sign up for upcoming live webinar events. Educational Shorts Only have a few minutes? Watch a focused Short on timely topics. Looking for more videos? Search for "PIMCO Education" in our video library. Filters: Filters: Reset All Filters XClose Filters Dropdown Topic/Tag Tags Reset Close Download ({{cCtrl.itemsToDownload.length}}) Empty Remove {{selOpt}} Filter () filters applied Section : Date : Experts : Remove Filter Reset All June 16, 2022June '22 Save Chart Download https://www.pimco.com/en-us/8p552sx9k735 Copy Link Share PIMCO Education On Market Uncertainties, Bond Opportunities and the 60/40 Portfolio(video) On Market Uncertainties, Bond Opportunities and the 60/40 Portfolio Watch Dan Ivascyn, Group CIO and Roger Nieves, Senior Advisor discuss market uncertainties, attractive starting bond yields and valuations, and what may spark renewed interest in the traditional 60/40 portfolio model. June 07, 2022June '22 Save Chart Download https://www.pimco.com/en-us/8p4tl1rm32jt Copy Link Share PIMCO Education Fixed Income Portfolios: Helping clients navigate volatility, inflation and rising rates(video) Fixed Income Portfolios: Helping clients navigate volatility, inflation and rising rates Delve into insights about fixed income in this rising-rate environment, including the potential benefits bonds bring to the table and how today’s higher yields while painful in the near-term can help long-term investors. Hosted by Roger Nieves, senior advisor on PIMCO’s Education Team. Interested in additional fixed income education to use in your practice? Visit pimco.com/advisoreducation April 05, 2022April '22 Save Chart Download https://www.pimco.com/en-us/8nx5spvzn056 Copy Link Share PIMCO Education Behavioral Science and Volatility(video) Behavioral Science and Volatility During periods of market volatility, investors often focus on short-term returns instead of long-term goals. This video reviews how financial professionals can help guide investors, thus reducing negative consequences of emotional decision making and providing valuable guidance. Interested in additional Behavioral Science resources? Visit pimco.com/advisoreducation February 22, 2022February '22 Save Chart Download https://www.pimco.com/en-us/8np82ylkq48q Copy Link Share PIMCO Education Discussing Taxes and Munis in 2022(video) Discussing Taxes and Munis in 2022 Explore how municipal bonds may lower your tax bills and offer diversification benefits as compared with other asset classes, plus how the possibility of rising interest rates may affect them. August 26, 2021August '21 Save Chart Download https://www.pimco.com/en-us/896wdny7wlfb Copy Link Share PIMCO Education Fixed Income Portfolio Construction(video) Fixed Income Portfolio Construction Understanding how bonds work and the role they play in client portfolios is critical – especially in today’s markets. This short video will help you set objectives for clients and construct better fixed income portfolios. July 29, 2021July '21 Save Chart Download https://www.pimco.com/en-us/8936vpn507rc Copy Link Share PIMCO Education Delivering Alpha: The Value of Professional Advice(video) Delivering Alpha: The Value of Professional Advice Watch as John Nersesian, head of advisor education, discusses how financial professionals can identify, measure, and communicate their significant contributions and outcomes to their clients. Interested in continuing education on the topic? Visit pimco.com/advisoreducation. Educational Resources Created for financial professionals, these materials, guides, checklists, and tools support our classroom and digital education offerings. Log-in to download. Resources for Financial Professionals: The Guide Series Title Description Category File 2022 Social Security Guide Provides Social Security information such as full retirement age, reductions for starting benefits early vs. increases for delaying, taxation of benefits and spousal benefits. Approved for use with end-investors. Wealth Planning Download 2022 Tax Reference Guide Highlights important tax information for advisors on income, investment, estate, retirement and Social Security. Approved for use with end-investors. Wealth Planning Download Alternative Investments Reference Guide Defines alternative investment opportunities, includes characteristics of the category, alternative asset categories, and Key Performance Metrics. Investment Consulting Download Behavioral Science Reference Guide Defines common behavioral biases that affect investors’ decision-making and implications. Provides questions to help identify investor biases. Offers potential solutions to help mitigate negative outcomes. Practice Management Download Executive Compensation Guide Reviews fundamental characteristics of some common executive compensation plans including restricted stock, stock options, employee stock purchase plans and deferred compensation plans. Wealth Planning Download Performance Metrics Guide Provides a comprehensive overview of key metrics to utilize when evaluating an investment manager’s performance. Investment Consulting Download Resources for Financial Professionals: Brochures, Checklists, and More Title Description Category File Banking Relationships: Tips for Referrals Use this tip sheet to identify opportunities to refer investors to a financial advisor and provides help with objection handling. Practice Management Download Client Discovery: Asking the Right Questions Outlines the benefits of an impactful client discovery interview process and shares sample interview questions based on investor type. Practice Management Download Conversations with clients about Charitable Giving Thought-starters to help maximize the impact for clients who give and the receiving charities. Wealth Planning Download Digital Prospecting for Financial Professionals: Thought-Starters Thought-starters to consider how best to connect with investors and to build strong relationships in a digital-only or hybrid environment. Practice Management Download Mastering the Virtual Meeting Shares ideas to make your next virtual meeting a success by mastering the latest in communication technologies. These steps may help you build stronger relationships and grow your prospecting potential. Practice Management Download The ABCs of Establishing your Value Proposition Learn tips for establishing a new value proposition, refining the format and fine-tuning the language. Practice Management Download Want to explore strategies that meet specific client needs? Visit PIMCO's "TAX LOSS HARVESTING" page Investor Education: Resources to use with Clients Title Description Category File Introduction to Bonds This brochure outlines the basics of fixed income: its definition, various types of bonds and key terms investors should know. It also explores the role of bonds in a diversified portfolio. Investment Consulting Download Investor Worksheet: Charitable Giving Thought-Starters A companion piece to the advisor brochure “Conversations with Clients about Charitable Giving” (above). It helps advisors guide clients in early conversations about more advantageous strategies for charitable giving. Wealth Planning Download Key Takeaways on Behavioral Finance This brochure reviews common behavioral biases and why managing our emotions may lead to better investment outcomes. Practice Management Download The Importance of a Family Meeting Use this brochure as a guide to facilitate successful family meetings for your clients. It includes sample topics and activities. Wealth Planning Download Understanding Inflation Understanding inflation is crucial to investing because inflation can reduce the value of investment returns. This handout defines inflation and explains key concepts (i.e. what causes inflation, can it be controlled, and how does it effect returns). Investment Consulting Download Understanding Tax Loss Harvesting Use this flyer to share information with your client about how harvesting tax-losses may improve after-tax returns. Wealth Planning Download Working with a Financial Professional This brochure, meant for investors, shares the benefits of working with a trusted financial advisor. It presents four strategies focused on issues that impact investor success. Practice Management Download Looking for additional investor resources? Visit PIMCO’s “What, Why, and How” series Articles and Insights Read timely articles about topics impacting the wealth management industry. Download volatility checklists for you and your clients. A Practical Approach To Behavioral Guidance Financial Planning Strategies for Inflation Strategies to Maximize Year-End Conversations Volatility Checklist for Advisors Volatility Checklist for Investors Meet the Team Our industry experts offer decades of experience serving investment professionals, helping them expand their value and deepen client relationships. John Nersesian Head of Advisor Education, John is an industry expert with 35+ years of investment and financial service experience. He holds the CFP®, CIMA® and CPWA® designations. Read Bio Roger Nieves A Senior Advisor at PIMCO, Roger specializes in fixed-income investment techniques and portfolio construction. He has 25+ years of experience. He holds two master's degrees and is a CFA® charter holder. Read Bio Michael Cogswell An industry veteran with 29 years experience, Michael has experience in Product Management, National Accounts, and Market Product management. He began his career as a tax attorney and holds a J.D. Read Bio Keep in Touch Be the first to know about upcoming events and additions to the curriculum. Subscribe Now Frequently Asked Questions Share via LinkedIn Share via Facebook Share via Twitter Share via Email How do you deliver your educational content? How do I obtain my continuing education (CE) credit? How can I attend one of your educational sessions or workshops? How can I access your materials?
Practice Management Business-building ideas to help advisors grow their practice. Sample Topics: Referrals, Client Acquisition, Value Proposition, Behavioral Science
Wealth Planning Advanced strategies to enhance and deepen client relationships — beyond investing. Sample Topics: Tax Planning, Family Wealth Planning, Charitable Giving, Year End Planning
Investment Consulting Investment consulting guidance to help advisors deliver relevant investment advice. Sample Topics: Introduction to Fixed Income, Investing in Alternatives, Key Performance Metrics
Filters: Filters: Reset All Filters XClose Filters Dropdown Topic/Tag Tags Reset Close Download ({{cCtrl.itemsToDownload.length}}) Empty Remove {{selOpt}} Filter () filters applied
PIMCO Education On Market Uncertainties, Bond Opportunities and the 60/40 Portfolio(video) On Market Uncertainties, Bond Opportunities and the 60/40 Portfolio Watch Dan Ivascyn, Group CIO and Roger Nieves, Senior Advisor discuss market uncertainties, attractive starting bond yields and valuations, and what may spark renewed interest in the traditional 60/40 portfolio model.
PIMCO Education Fixed Income Portfolios: Helping clients navigate volatility, inflation and rising rates(video) Fixed Income Portfolios: Helping clients navigate volatility, inflation and rising rates Delve into insights about fixed income in this rising-rate environment, including the potential benefits bonds bring to the table and how today’s higher yields while painful in the near-term can help long-term investors. Hosted by Roger Nieves, senior advisor on PIMCO’s Education Team. Interested in additional fixed income education to use in your practice? Visit pimco.com/advisoreducation
PIMCO Education Behavioral Science and Volatility(video) Behavioral Science and Volatility During periods of market volatility, investors often focus on short-term returns instead of long-term goals. This video reviews how financial professionals can help guide investors, thus reducing negative consequences of emotional decision making and providing valuable guidance. Interested in additional Behavioral Science resources? Visit pimco.com/advisoreducation
PIMCO Education Discussing Taxes and Munis in 2022(video) Discussing Taxes and Munis in 2022 Explore how municipal bonds may lower your tax bills and offer diversification benefits as compared with other asset classes, plus how the possibility of rising interest rates may affect them.
PIMCO Education Fixed Income Portfolio Construction(video) Fixed Income Portfolio Construction Understanding how bonds work and the role they play in client portfolios is critical – especially in today’s markets. This short video will help you set objectives for clients and construct better fixed income portfolios.
PIMCO Education Delivering Alpha: The Value of Professional Advice(video) Delivering Alpha: The Value of Professional Advice Watch as John Nersesian, head of advisor education, discusses how financial professionals can identify, measure, and communicate their significant contributions and outcomes to their clients. Interested in continuing education on the topic? Visit pimco.com/advisoreducation.