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 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. 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 Featured October 25, 2023October '23 Save Chart Download https://www.pimco.com/en-us/92vtcgtkyd79 Copy Link Share PIMCO Education Year-End Planning Opportunities for Investors(video) Year-End Planning Opportunities for Investors The fourth quarter is a great time for investors and their advisors to connect on strategies for the year ahead. Join John Nersesian, head of Advisor Education, as he shares topics worth considering for these conversations: tax planning, structuring family meetings, charitable giving and more. Looking for additional year-end resources, including CE and materials for investors and financial professionals? Visit pimco.com/yearendplanning December 06, 2023December '23 Save Chart Download https://www.pimco.com/en-us/932pt9tvcf6h Copy Link Share Viewpoints The Cost of Cash: Talking to Clients about their Cash Allocations(video) The Cost of Cash: Talking to Clients about their Cash Allocations Investors often keep cash in their portfolios for liquidity needs and defensive reasons, and cash balances are currently at record high levels. Help investors overcome concerns about putting cash to work and how best to position cash allocations in this environment to maximize potential. Watch now to learn why the time is right to consider moving cash off the sidelines into fixed income. To learn more, contact your PIMCO Account Manager. September 18, 2023September '23 Save Chart Download https://www.pimco.com/en-us/92qph8yp43dw Copy Link Share PIMCO Education Refresher on Tax Loss Harvesting(video) Refresher on Tax Loss Harvesting John Nersesian, head of Advisor Education, provides a short primer on tax loss harvesting, a strategy that can help advisors alleviate their clients’ tax burden and improve their balance sheets. Interested in additional advisor and investor resources? Visit pimco.com/taxlossharvesting February 28, 2023February '23 Save Chart Download https://www.pimco.com/en-us/91wpxbrsqv4b Copy Link Share 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. February 22, 2023February '23 Save Chart Download https://www.pimco.com/en-us/91wh4b9n0dnc Copy Link Share 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. January 03, 2023January '23 Save Chart Download https://www.pimco.com/en-us/8px1fr09mydt Copy Link Share 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 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 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 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 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 Year-End Planning Opportunities for Investors(video) Year-End Planning Opportunities for Investors The fourth quarter is a great time for investors and their advisors to connect on strategies for the year ahead. Join John Nersesian, head of Advisor Education, as he shares topics worth considering for these conversations: tax planning, structuring family meetings, charitable giving and more. Looking for additional year-end resources, including CE and materials for investors and financial professionals? Visit pimco.com/yearendplanning
Viewpoints The Cost of Cash: Talking to Clients about their Cash Allocations(video) The Cost of Cash: Talking to Clients about their Cash Allocations Investors often keep cash in their portfolios for liquidity needs and defensive reasons, and cash balances are currently at record high levels. Help investors overcome concerns about putting cash to work and how best to position cash allocations in this environment to maximize potential. Watch now to learn why the time is right to consider moving cash off the sidelines into fixed income. To learn more, contact your PIMCO Account Manager.
PIMCO Education Refresher on Tax Loss Harvesting(video) Refresher on Tax Loss Harvesting John Nersesian, head of Advisor Education, provides a short primer on tax loss harvesting, a strategy that can help advisors alleviate their clients’ tax burden and improve their balance sheets. Interested in additional advisor and investor resources? Visit pimco.com/taxlossharvesting
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.
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.
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.