Investments & Wealth Institute®
CIMA®, CPWA®, RMA®certifications: This program has been approved for six (6) hours of CIMA, CPWA, and RMA continuing education.
CFP®certification: This program has been approved for 6 hours of CFP continuing education.
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.
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 Investments & Wealth Institute's CIMA, CPWA, or RMA certification programs.
Why Become A Member?
Membership is an invitation to excel in a highly challenging profession. Our advanced education and certifications enable you to give your clients the highest-quality advice and service.