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PIMCO’s Advisor Education Program

Our advisor education platform has the information, tools and support for financial professionals to build their knowledge base and grow their business. Visit pimco.com/advisoreducation to download the curriculum, earn CE, access resources, and more.

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PIMCO Opener

Full Page Graphic: PIMCO EDUCATION, An Overview of the Advisor Education Program with host John Nersesian (90 seconds)

Ribbon Graphic ID: John Nersesian, CFP, CIMA, CPWA, Head of Advisor Education

John Nersesian:The Wealth Management landscape has changed dramatically. The relationship that financial professionals have with their clients has evolved. And investors’ expectations of that relationship has expanded too.

B-roll: Social Security video, Year-end planning video, John talking with clients in the forum

The Advisor Education team at PIMCO is committed to helping financial professionals like you build your knowledge base and to grow your business.

Full Page Graphic: Title - Advisor Education at PIMCO. Practice Management: Business Building Ideas, Wealth Planning: Insights Beyond Investing, Investment Consulting, Delivering Investment Consulting

Our program spans three key pillars: Practice Management, Wealth Planning, and Investment Consulting.

B-roll: John in conference room

Whether you are looking for specialized guidance, or to simply earn continuing education credits, we’re here to help.

Full Page Graphic: Advisor Education website

Through our on-demand programming you can also access our educational resources where you are, and when you want them. CE-accredited webinars, shorter videos, articles, and other downloadable content are all available on our website for easy access, including client materials to use with investors.

We look forward to partnering with you.

FULL PAGE GRAPHIC: Visit our site or speak with your PIMCO account manager to learn more.

Disclosure


IMPORTANT NOTICE

Please note that this communication contains the opinions of the manager as of the date sent and may not have been updated to reflect real time market developments. All opinions are subject to change without notice.

All investments contain risk and may lose value. There is no guarantee that these investment strategies will work under all market conditions or are appropriate for all investors and each investor should evaluate their ability to invest long-term, especially during periods of downturn in the market.

Statements concerning financial market trends or portfolio strategies are based on current market conditions, which will fluctuate. There is no guarantee that these investment strategies will work under all market conditions or are appropriate for all investors and each investor should evaluate their ability to invest for the long term, especially during periods of downturn in the market. Outlook and strategies are subject to change without notice.

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 AmericaLLC . in the United States and throughout the world. ©2023, PIMCO.

Pacific Investment Management Company LLC, 650 Newport Center Drive, Newport Beach, CA 92660, 800-387-4626.

For investment professional use only. Not for retail distribution.

CMR 2023-0804-3040691

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