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Education to Enhance Your Practice

PIMCO's Advisor Education team helps financial professionals build their knowledge to grow their business. Whether you're looking for specialized guidance or to simply earn Continuing Education credit, our team is here to help in person, on-demand, and through customized advisor consultations. Watch our overview video and  to learn more.

Interested in Year End Planning? ACCESS MATERIALS

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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
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Interested in a consultation with an expert from the Advisor Education team? Learn more

Recently attended a presentation and seeking CE credit? ACCESS CE FORM

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.

Section : Date : Experts :
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Refresher on Tax Loss Harvesting
2023 Tax Planning Considerations and Opportunities
PIMCO Education

2023 Tax Planning Considerations and Opportunities(video)

2023 Tax Planning Considerations and Opportunities

Watch as John Nersesian, head of advisor education, provides a thorough overview of considerations for 2023, including ordinary income taxes, ACA taxes, the alternative minimum tax, and retirement account contributions. Visit pimco.com/advisoreducation for additional tax planning education and resources.

Bonds are Back: Making the Most of Today’s Market
PIMCO Education

Secure Act 2.0: Key Provisions and Implications(video)

Secure Act 2.0: Key Provisions and Implications

New provisions of Secure Act 2.0 have expanded the opportunities for Americans to save for retirement. Watch John Nersesian, head of Advisor Education, summarize the key benefits for retirement plan participants and their beneficiaries. Visit pimco.com/advisoreducation to learn more about this and other topics.

Bonds are Back: Making the Most of Today’s Market
PIMCO Education

Bonds are Back: Making the Most of Today’s Market(video)

Bonds are Back: Making the Most of Today’s Market

Tony Crescenzi and host John Nersesian take a deep dive into today’s bond market and the impact of Fed policy, how investors should be thinking about their fixed income allocations now, and the compelling opportunities presented by higher starting yields across sectors. To explore investment strategies for every market, visit pimco.com/outcomes.

Myths of Alternative Investments
PIMCO Education

Myths of Alternative Investments(video)

Myths of Alternative Investments

Explore how investing in alternatives enables investors to access appealing opportunities in private equity, private credit, and real assets – and how active managers pursue alpha amid rising correlations among traditional investments. Looking for additional information about Alternative Investments?  Visit pimco.com/alternatives or pimco.com/advisoreducation.

Educational Resources

Created for financial professionals and their clients, these materials and tools support our classroom and digital education offerings. Visit our Year End Planning page to access resources unique to this time of year.

Resources for Financial Professionals: The Guide Series

Title Description Category File
2023 Tax Reference Guide This tax guide highlights important tax information on income, investment, estate, retirement and Social Security. Approved for use with 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
Charitable Giving Reference Guide This guide shares tips for how investors can partner with financial professionals in philanthropic efforts. Wealth Planning 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
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

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
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
Enhancing Your Virtual Meetings 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
Volatility Checklist for Advisors Use this checklist to help clients maintaining a longer-term perspective during volatile times. Practice Management Download
Year End Planning Checklist for Advisors Review actionable strategies on Income Tax, Investment Portfolios, Retirement, and Wealth Transfer. Download accompanying investor checklist below. Wealth Planning 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
Exploring Municipal Bonds This handout reviews different types of municipal bonds and the potential benefits of tax-exempt income. Investment Consulting Download
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
Recessions: What Investors Need to Know Use this piece to better understand common questions regarding recessions. Wealth Planning 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
The Value of Professional Advice Use this brochure to better understand strategies to streamline your financial life. Practice Management 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
Volatility Checklist for Investors Lists strategies to help investors maintain perspective and remain focused during times of volatility. Practice Management 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
Year-End Planning Checklist for Investors Lists strategies on Income Tax, Investment Portfolios, Retirement, and Wealth Transfer for advisors to discuss with investor clients. Download accompanying advisor checklist above. Wealth Planning Download
Advisor Education

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
Net Unrealized Appreciation
Understanding SECURE Act 2.0

Meet the Team

Our industry experts offer decades of experience serving investment professionals, helping them expand their value and deepen client relationships.

John Nersesian

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
David Ekberg 

Devin Ekberg

A Senior Consultant at PIMCO, Devin has 15+ years experience training on advanced wealth planning topics. He is a CFA® charterholder and holds the CIMA® and CPWA®.

Read Bio 

Frequently Asked Questions

Disclosures

* Continuing Education Credit (CE) may take up to six (6) weeks to process. Please note that accurate information is required in order to correctly process and submit CE credit. Any incomplete information or inaccurate submissions may delay or negate PIMCO’s processing of CE credit.

PIMCO does not provide legal or tax advice. Please consult your tax and/or legal counsel for specific tax or legal questions and concerns. The discussion herein is general in nature and is provided for informational purposes only. There is no guarantee as to its accuracy or completeness.  Any tax statements contained herein are not intended or written to be used, and cannot be relied upon or used for the purpose of avoiding penalties imposed by the Internal Revenue Service or state and local tax authorities. Individuals should consult their own legal and tax counsel as to matters discussed herein and before entering into any estate planning, trust, investment, retirement, or insurance arrangement.

PIMCO as a general matter provides services to qualified institutions, financial intermediaries and institutional investors. Individual investors should contact their own financial professional to determine the most appropriate investment options for their financial situation. This material contains the current opinions of the manager and such opinions are subject to change without notice. This material has been distributed for informational purposes only and should not be considered as investment advice or a recommendation of any particular security, strategy or investment product. Information contained herein has been obtained from sources believed to be reliable, but not guaranteed. No part of this material may be reproduced in any form, or referred to in any other publication, without express written permission. PIMCO is a trademark of Allianz Asset Management of America L.P. in the United States and throughout the world. ©2022, PIMCO

CMR2023-0828-3084903