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2019 Wealth Advisor Forum

Private wealth clients have unique needs, and advisors with advanced expertise and knowledge can add significant value for these clients by addressing those needs competently. The Wealth Advisor Forum is designed to provide insight, effective strategies, and real-world tools to help financial professionals distinguish themselves among those that serve high-net-worth (HNW) and ultra-high-net-worth (UHNW) clients. This event features the right mix of up-to-date academic, practitioner, and industry expertise that you won’t want to miss.

Investments & Wealth Institute®

CIMA®, CPWA®, RMA® Certifications—This program has been approved for up to 15 hours of CE credit. CE can be earned in the following ways:
 
  • Register for and attend the conference to earn up to 13 hours of CE, including 1 hour of Ethics CE.
  • Register for and the attend the optional pre-conference workshop to earn an additional 2 hours of CE.
As a benefit of attending the Institute’s premiere events, your 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 will be submitted to the CFP Board for review. 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 Certifications/Licenses

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.