Estate planning isn’t just for the ultra-wealthy. And yet, many mass affluent clients still don’t have a clear strategy for transferring their wealth. That’s a growing gap and a growing opportunity. With around 40% of global wealth held by mass affluent individuals, financial advisors have a powerful role to play in guiding this segment through the complexities of succession, family dynamics, and financial values. How do we broaden access to these services while maintaining depth and quality of advice? Explore the challenges and solutions here: https://cfainst.is/4k60L73 (fb)

🎉 Congratulations, CIPM Candidates! March 2025 CIPM® exam results have been released. Check your email for your official results or access them directly here: https://cfainst.is/4iOkZBa Whether you passed or are planning your next steps, your commitment to professional excellence is clear and we’re proud to be supporting your journey. (fb)