Education

Advisor Education

PIMCO is dedicated to helping financial professionals build their knowledge, grow their business, and support their clients.

Educational Shorts

Only have a few minutes? Scroll through and watch focused short videos on varied, timely topics.

Education

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?

Resources for Your Clients

Download materials and tools to support our course offerings and aide your conversations with clients.
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The Guide Series

- PIMCO Education 2025 Tax Reference Guide pdf Updated: 11/3/2025
  
  This tax guide highlights important tax information on income, investment, estate, retirement and Social Security. Approved for use with investors.
- PIMCO Education_Alternatives Reference Guide pdf Updated: 11/12/2024
  
  Defines alternative investment opportunities, includes characteristics of the category, alternative asset categories, and Key Performance Metrics.
- PIMCO Education_Behavioral Science Reference Guide pdf Updated: 9/23/2025
  
  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.
- PIMCO Education_Executive Compensation Guide pdf Updated: 9/23/2025
  
  Reviews fundamental characteristics of some common executive compensation plans including restricted stock, stock options, employee stock purchase plans and deferred compensation plans.
- PIMCO Education_Performance Metrics Guide pdf Updated: 9/23/2025
  
  Provides a comprehensive overview of key metrics to utilize when evaluating an investment manager’s performance.
- PIMCO Education_Social Security Guide pdf Updated: 1/22/2025
  
  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.

Brochures, Checklists and More

- PIMCO Education_Banking Relationships: Tips for Referrals pdf Updated: 4/1/2025
  
  Use this tip sheet to identify opportunities to refer investors to a financial advisor and provides help with objection handling.
- PIMCO Education_Thought Starters for Digital Prospecting pdf Updated: 9/6/2024
  
  Thought-starters to consider how best to connect with investors and to build strong relationships in a digital-only or hybrid environment.
- PIMCO Education_Enhancing Your Virtual Meetings pdf Updated: 8/28/2025
  
  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.
- PIMCO Education_The ABCs of Establishing Value Proposition pdf Updated: 9/23/2025
  
  Learn tips for establishing a new value proposition, refining the format and fine-tuning the language.
- PIMCO Education_Volatility Checklist for Financial Advisors pdf Updated: 4/7/2025
  
  Use this checklist to help clients maintaining a longer-term perspective during volatile times.
- PIMCO Education_Year End Planning Strategies Checklist for Advisors pdf Updated: 8/28/2025
  
  Review actionable strategies on Income Tax, Investment Portfolios, Retirement, and Wealth Transfer. Download accompanying investor checklist below.

Meet the Team

Expert

Devin Ekberg

Senior Consultant, Advisor Education

Mr. Ekberg is a senior vice president and senior consultant in advisor education at PIMCO. He provides training to financial professionals on advanced wealth planning topics, including retirement strategies, alternative investments, and goals-based wealth management. Prior to joining PIMCO in 2021, Mr. Ekberg was chief learning officer and managing director of professional development for the Investments & Wealth Institute (IWI), where he led the advisor education programs for advanced credentials in the financial industry. During his tenure at IWI, he oversaw the Certified Private Wealth Advisor (CPWA) certification education at the University of Chicago, and led the acquisition and development of the Retirement Management Advisor (RMA) certification. He has 20 years of investment and financial services experience and holds a master's degree from Creighton University. He is a CFA charterholder and holds the Certified Investment Management Analyst (CIMA) and CPWA designations.

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