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RMA Education Capstone

The RMA Education Capstone is one step in the RMA certification process. The Pathway to Certification includes all three Levels of the RMA Program and offers members a savings of $845 over buying the same components separately. You can register just for the Capstone here or see the information below to link to the Pathway to Certification.

Investments & Wealth Premier CE

Investments & Wealth Institute offers premier-quality education at a discounted rate to members. A benefit to choosing I-W Premier Quality CE is that all in-person and online programs are guaranteed to be accepted for CE credit, and credit is automatically uploaded to your certificant record on your behalf. CE credit earned at in-person events will be reflected in your account no later than 2 weeks after the event. CE credit earned through online offerings will be reflected within 24–48 business hours. Please note, RMA holders will need to attest to CE hours when they renew their RMA.

RMA Capstone attendees may earn up to 19 hours of continuing education credit, pending approval of all submitted sessions:

Optional ACE Pre-conference workshops– earn up to 4 hours of CE by registering for one of three pre-conference workshops offered on 5 May. (note: See ACE pre-conference workshops description for actual CE, addtional fee applies.) 

Capstone Education Program– earn up to 12 hours of CE by attending all of the Monday and Tuesday sessions.

Optional ACE General Sessions - earn up to 3 hours of CE by attending ACE General Sessions on Sunday and Wednesday.

CFP Board

Investments & Wealth Institute is a CFP Board CE Quality Partner. This program has been accepted for up to 11 CFP hours.  Upon acceptance, the Institute will upload your session attendance on your behalf to the CFP Board within 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.

Investment Industry Regulatory Organization of Canada (IIROC) 

For the first time Investments & Wealth Institute Annual Conference will offer Canadian attendees the ability to earn IIROC continuing education credit. The maximum U.S. CE that can be earned and reported is 10 hours. Depending on the sessions attended, Canadian attendees may earn up to 10 CE hours of credit for attending accepted pre-con workshops, general sessions, and super 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 Investments & Wealth Institute's CIMA, CPWA, or RMA certification programs.