Institute Certification (CIMA®, CIMC®, CPWA®, RMASM).
This program will provide 6.5 hours of CE credit including 1 Ethics CE credit. The Investments & Wealth Institute will upload all CE earned directly to your Institute record within two weeks of the activity. The program is subject to change which may affect the number of hours of CE provided.
The Institute is a CFP Board CE Quality Partner. This program has been accepted for 5.5 hours of CFP CE credit.The Institute will report your attendance at individual conference sessions to the CFP Board on your behalf. Please check your Dashboard to ensure your CFP ID is in our database and accurate.
NASBA CPE Credit
The Institute is registered with the National Association of State Boards of Accountancy as a sponsor of CE on the National Registry of CPE Sponsors (ID 106054). State boards of accountancy have final authority about the acceptance of individual courses. Individuals are responsible for submitting any necessary paperwork and/or fees to their state boards. Upon request, the Institute will provide a certificate of attendance after the conference.
The Institute does not submit programs to state insurance departments and bar associations. Individuals are responsible for submitting any necessary paperwork and/or fees to their state boards. Upon request, the Institute will provide a certificate of attendance after the conference.
The topics addressed in this conference are designed for experienced investment and wealth advisors. While the Investments & Wealth Institute does not explicitly require prerequisite education or experience to attend, attendees who wish to maximize the value of each session should consider participating in the CIMA or CPWA certification programs.