NAPFA Spring 2023 National Conference Speaker

As the Director of Programs, Mike Kurz serves to grow the strength of the Institute through continuous improvement in each of the certification programs along with connecting to members to ensure a rewarding learning experience. He leads program development for CIMA®, CPWA® and RMA® Certification Education Programs. Kurz builds curriculum, sources course material, and collaborates with subject matter experts while participating in activities that enhance candidate success. He has spent more than 20 years in the world of wealth management in counseling investors and financial advisors. Kurz earned his B.B.A in Finance at Midwestern State University and is an Investment Advisor Representative. In addition, he is a CERTIFIED FINANCIAL PLANNER™ , Certified Investment Management Analyst® professional, a Chartered Alternative Investment Analyst designee, a Certified Private Wealth Advisor® professional, and a Retirement Management Advisor® professional.