Advisor Education
Curriculum
The Advisor Education team offers on-demand and in-person presentations, training sessions, webinars and workshops in three core areas: practice management, wealth planning and investment consulting. Download the full curriculum to review our offerings or schedule a consultation about a specific topic or event.
Interested in a consultation with an expert from the Advisor Education team? Learn More.
On-Demand Continuing Education
Educational Shorts
Manager selection is paramount when selecting ETFs for fixed income investing. Learn about the structural advantages of ETFs and additional considerations when using fixed income ETFs. Explore the benefits active fixed income ETFs bring to your practice.
Not all cash is the same. Learn how to help optimize your clients’ cash allocations through liquidity tiering and by tapping into opportunities for higher yields and price appreciation.
Tune in for ideas on how advisors can address client concerns about moving money out of cash to invest it more productively into bonds – which have historically experienced less risk than stocks.
Tune into an informative discussion on how your clients can benefit from strategic tax planning by increasing retirement account contributions, booking capital losses to offset gains, and bunching itemized deductions for charitable giving. For additional resources on this topic, including an investor-friendly Tax Guide.
Family Wealth Planning: Steps to Success
Clients focused less on capital accumulation and more on legacy need their advisors’ help to make the transition. John Nersesian, head of advisor education, provides insights into how to have conversations with clients, plan successful family meetings and more.
An Introduction to Charitable Giving
Explore strategies to help your clients manage charitable giving in a more intentional way to maximize effectiveness – both for themselves and the charities of their choice – with John Nersesian, head of advisor education. Download the Charitable Giving Guide and the Tax Guide for up-to-date information, and visit pimco.com/advisoreducation for more planning strategies.
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.
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.
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?
Meet the Team
John Nersesian
Mr. Nersesian is a senior consultant on the advisor education team at PIMCO, providing advanced wealth management and investment consulting education to financial professionals. Prior to this role, he was a senior managing director of wealth management services for Nuveen Investments. Previously, he was a first vice president at Merrill Lynch Private Client Group, where he also led advanced training for financial consultants. He served as a board member of the Investments and Wealth Institute (IWI, formerly IMCA) from 2006–2017 and as chairman for the 2014–2015 term, and he is a faculty member for the IWI Certified Private Wealth Advisor (CPWA) and Certified Investment Management Analyst (CIMA) education programs held at Yale University and The University of Chicago. He has 40 years of investment and financial services experience and holds an undergraduate degree in business and economics from Lehigh University.
Devin Ekberg
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.
Recently Joined Us for Continuing Education?
Many of our presentations award one-hour of continuing education.
- If you recently attended a course, access our CE Credit form to share information for PIMCO to file
- If you seek additional CE, review our on-demand CE courses
How Can PIMCO Help You?
Disclosures
NOTE: This programs above may be accepted more broadly. Please use the certificate of completion to self-report credit to other organizations.
All investments contain risk and may lose value. Investing in the bond market is subject to risks, including market, interest rate, issuer, credit, inflation risk, and liquidity risk. The value of most bonds and bond strategies are impacted by changes in interest rates. Bonds and bond strategies with longer durations tend to be more sensitive and volatile than those with shorter durations; bond prices generally fall as interest rates rise, and low interest rate environments increase this risk. Reductions in bond counterparty capacity may contribute to decreased market liquidity and increased price volatility. Bond investments may be worth more or less than the original cost when redeemed. Alternatives involve a high degree of risk and prospective investors are advised that these strategies are suitable only for persons of adequate financial means who have no need for liquidity with respect to their investment and who can bear the economic risk, including the possible complete loss, of their investment.
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.
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 LLC in the United States and throughout the world.
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