Printer Friendly
The Free Library
19,122,084 articles and books
Member login
User name  
Password 
 
Join us Forgot password?

NICSA Online Learning Center Expands to Include Cerulli Associates Webcasts; Ideal for Anytime, Anywhere Training and Education.


Business/Technology Editors

BOSTON--(BUSINESS WIRE)--May 2, 2002

The National Investment Company Service Association (NICSA NICSA National Investment Company Service Association ) today expanded its Online Learning Center (NOLC) to include webcasts from Cerulli Associates, the nation's leading financial services The examples and perspective in this article or section may not represent a worldwide view of the subject.
Please [ improve this article] or discuss the issue on the talk page.
 industry research and consulting firm Noun 1. consulting firm - a firm of experts providing professional advice to an organization for a fee
consulting company

business firm, firm, house - the members of a business organization that owns or operates one or more establishments; "he worked for a
.

The NOLC now features nine 90-minute Cerulli Associates workshops plus a 60-minute session by Kurt Cerulli, the principal and founder of Cerulli Associates, on Trends Among U.S. High-Net-Worth Providers. The Cerulli Associates webcasts, which were produced by Acadient, Inc. of Boston, are now available for purchase at www.nicsa.org/elearning.

In total, the Cerulli Associates webcasts represent nearly 15 hours of cutting-edge insight and information that will facilitate internal strategy discussion and aid employees with new or expanded responsibilities in retail, institutional and international distribution and asset management.

-- The Cerulli Associates webcasts focus on three main subject areas within the financial services industry: U.S. Retail, U.S. Institutional, and International. The specific topics of the 10 webcasts are: Trends Among U.S. High-Net-Worth Providers (60 minutes)

-- Intermediary Distribution (90 minutes)

-- Scalable Advice and Online Distribution (90 minutes)

-- Managed Accounts (90 minutes)

-- 401(k) Market (90 minutes)

-- IRA Rollover IRA rollover

Reinvestment of a lump-sum distribution from an IRA when physical receipt of funds has been taken by the investor. The lump-sum distribution must be deposited in an IRA rollover account within 60 days of receipt to escape taxation.
 Market (90 minutes)

-- The 529 Market (90 minutes)

-- Global Asset-Gathering Strategies (90 minutes)

-- Japanese Asset Management (90 minutes)

-- European Retail Fund Distribution (90 minutes)

"NICSA is proud to be the first in the nation to include webcasts from Cerulli Associates in our Online Learning Center," said Barbara Weidlich, the president of NICSA. "The Cerulli Associates webcasts represent a significant enhancement to our Online Learning Center. Our members now have access to content that can help them thrive in the financial services industry."

The Cerulli Associates webcasts are appropriate for financial services industry employees and managers involved in product development, product management, market research, strategic planning Strategic planning is an organization's process of defining its strategy, or direction, and making decisions on allocating its resources to pursue this strategy, including its capital and people. , and sales management Sales Management Role and Goal
Importance of sales management is critical for any commercial organization. Expanding business in not possible without increasing sales volumes, and effective sales management goal is to organize sales team work in such a manner that ensures a
.

Organizations can purchase a corporate license that entitles their firm and its employee base access to one of the 10 Cerulli Associates webcasts for a 1-day period for $250. Included in the webcast price is the ability to interact via e-mail with the Cerulli Associates personnel who conducted each training session. An interactive on-line demo of the Cerulli Associates webcast along with complete course descriptions can be found at the NICSA Online Learning Center at www.nicsa/elearning.com.

About Cerulli

Cerulli Associates is a Boston and London-based research and consulting firm that specializes in providing financial institutions with guidance in strategic positioning and new business development. Through collective experience and expertise, our consultants blend industry knowledge, original research, and analysis of data to bring perspective to current market conditions and forecasts for future developments. Visit www.cerulli.com for more information.

NICSA

For 40 years, The Years, The

the seven decades of Eleanor Pargiter’s life. [Br. Lit.: Benét, 1109]

See : Time
 National Investment Company Service Association (NICSA) has provided leadership and innovation in educational programming and information exchange within the operations sector of the mutual fund industry worldwide.

Located in the greater Boston Greater Boston is the area of the Commonwealth of Massachusetts surrounding the city of Boston, Massachusetts. While Metro Boston tends to be the "Inner Core" surrounding the City of Boston, Greater Boston overlaps the North and South Shores, as well as the MetroWest region.  area in Wellesley Hills, Massachusetts, USA, NICSA was established as an informal forum for operations and shareholder servicing professionals in the mutual fund industry. NICSA membership totals more than 400 companies operating in major financial centers in the United States United States, officially United States of America, republic (2005 est. pop. 295,734,000), 3,539,227 sq mi (9,166,598 sq km), North America. The United States is the world's third largest country in population and the fourth largest country in area. , Europe, and Asia. The membership represents all segments of the mutual fund industry in a dozen countries and 27 states within the continental United States United States territory, including the adjacent territorial waters, located within North America between Canada and Mexico. Also called CONUS. , and includes mutual fund complexes, investment management companies, custodian banks, transfer agents and independent providers of specialized products and services. For more information, please visit www.nicsa.org.

Acadient

Based in historic Boston, Massachusetts “Boston” redirects here. For other uses, see Boston (disambiguation).
Boston is the capital and most populous city of Massachusetts.[3] The largest city in New England, Boston is considered the unofficial economic and cultural center of the entire New
, the hub of education with more than 80 Colleges and Universities, Acadient develops, hosts, and manages courseware and private-label online universities for financial services companies and industry organizations. The company's team of technology and instructional design Instructional design is the practice of arranging media (communication technology) and content to help learners and teachers transfer knowledge most effectively. The process consists broadly of determining the current state of learner understanding, defining the end goal of  experts provide customers with tools and support to deliver customized courseware and manage the online, offline, and e-commerce components for their personalized online learning systems. For more information, please visit www.acadient.com.
COPYRIGHT 2002 Business Wire
No portion of this article can be reproduced without the express written permission from the copyright holder.
Copyright 2002, Gale Group. All rights reserved. Gale Group is a Thomson Corporation Company.

 Reader Opinion

Title:

Comment:



 

Article Details
Printer friendly Cite/link Email Feedback
Publication:Business Wire
Date:May 2, 2002
Words:645
Previous Article:Electrolux to Acquire Diamant Boart International, World-Leader in Diamond Tools.
Next Article:B/E Aerospace to Present At Wall Street Analyst Forum On May 7.
Topics:



Related Articles
Acadient to Power Online Training Center for NICSA Introducing eLearning Program for Fund Industry Professionals.
Cerulli Associates to Host Conference; Release New Research Reports.
NICSA Launches Online Learning Center Featuring Mutual Fund Industry Specialist-SM- Certificate Program; Acadient Developed NICSA Online Learning...
CertiLearn.
Cerulli Associates, Inc. Partners With Acadient, Inc. to Webcast Cerulli Strategy Forum.
Cerulli Associates, Inc. Unveils Cerulli Strategy Forum Webcast Program Powered by Acadient, Inc.
CertiLearn: Creating the Future of Association E-Learning.
Updated Industry Report Ranks Russell As World's Largest Manager-of-Managers; Manager-of-Managers Assets Surge 25% Globally.
Online courses go to work: AMDG's 150-plus academic courses serve K-12 and job training centers.
Web-based learning gains more converts: log on and learn--that's a mantra more and more financial professionals have been repeating. Web-based tools...

Terms of use | Copyright © 2012 Farlex, Inc. | Feedback | For webmasters | Submit articles