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2019 Behavioral Advisor Forum

The 1st Annual Behavioral Advisor Forum is the premier educational conference for elite advisors that wish to incorporate the latest research and best practices in the field of behavioral science. Helping clients make better financial decisions is both an art and science, and a way to add significant value as an investment or wealth advisor.

Investments & Wealth Institute®

CIMA®, CPWA®, RMA® certifications: This program has been approved for up to 14 hours of CE credit. CE can be earned in the following ways:

  • Register for and attend the conference to earn up to 11 hours of CE.
  • Register for and the attend the optional pre-conference workshop to earn an additional 3 hours of CE.

A benefit to attending the Institute’s premiere events is that CE credit hours will be automatically reported on your behalf and reflected in your online account approximately two weeks after the event. Please note, RMA holders will need to attest to CE hours when they renew their RMA.

CFP Board

CFP® certification: This program has been approved for up to 11 CFP CE credits. You may earn up to 8 hours by attending the main conference, and an additional 3 hours by attending the pre-conference workshop. 

The Institute will report attendance on your behalf to the CFP Board approximately two weeks after the event. The CFP ID field on your Institute account must be complete and accurate for this process to take place. To verify: log in to your dashboard account and click “update my demographic information” on the right-hand side to locate the CFP ID field.

National Association of State Boards of Accountancy (NASBA)

CPA license: CPE credit hours dependent upon state board determination, after the conference. The Institute is a member of the National Registry of CPE Sponsors (ID 106054). Individuals are responsible for submitting the necessary supporting documentation and/or fees to their state boards. Upon request, the Institute will provide a certificate of attendance after the conference to support your self-submission. State boards of accountancy have final authority about the acceptance of individual sessions.

Other Certification/Designations

Upon request, the Institute will provide a certificate of attendance after the conference for you to report CE credit hours to certifying bodies and licensing boards not listed above (e.g., state insurance departments, bar associations, etc.).
* Program is subject to change which may affect the type and total number of hours delivered.

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, CPWA, or RMA certification programs