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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

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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Tax Loss Harvesting – A Tactical Opportunity
2022 Year-End Planning Strategies
PIMCO Education

2022 Year-End Planning Strategies(video)

2022 Year-End Planning Strategies

Year-end is a great time for financial professionals to help clients organize their financial affairs. Watch John Nersesian, head of advisor education, as he shares strategies for delivering alpha. Topics span investment considerations, tax planning, and family meetings. Looking for additional year-end resources, including CE and materials for investors? Visit pimco.com/yearendplanning

On Market Uncertainties, Bond Opportunities and the 60/40 Portfolio
Behavioral Science and Volatility
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

Charitable Giving: Guiding clients in “intentional giving”
Fixed Income Portfolio Construction

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
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

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
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
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
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
Looking for additional investor resources? Visit PIMCO’s “What, Why, and How” series
Advisor Education Documents

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 Year End Planning Checklist for Advisors Year End Planning Checklists 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

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.

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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®.

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Michael Cogswell

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.

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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

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