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2019 Investment Advisor Forum

The expectation for advanced knowledge and professionalism is growing. Transform knowledge into value for you, your clients, and the industry with the latest from the nation's leading thought leaders and practitioners in finance, economics, behavioral science, business management, client service, and more at the Institute's Investment Advisor Forum.

Satisfaction Guarantee

Investments & Wealth Institute, formerly IMCA, conferences are the most highly rated educational events in the industry. In fact, four out of five conference attendees say they would recommend an Institute conference over other industry events. We are confident you will agree, or we’ll refund the cost of your conference registration. That’s our guarantee!

All satisfaction-guarantee refunds must be in writing and received within 30 days of the event and no continuing education (CE) credit will be awarded to any attendees requesting a satisfaction-guarantee refund. Registrant must attend to be eligible.