2020 Behavioral Advisor Forum Livestream + On-Demand

The industry’s premier educational conference for elite advisors who wish to incorporate the latest research and best practices in the field of behavioral finance.

Investments & Wealth Institute®
CIMA®, CPWA®, RMA® certifications: 
This program will offer up to 12.5 hours of CE. A benefit to choosing Institute programs for your CE needs is that all programs offer “Premier CE” credit, which means all sessions are guaranteed to be accepted for CE, credit is automatically uploaded to your certificant record on your behalf, and these audit-proof CE credit hours will be automatically reported on your behalf and reflected in your online account approximately two weeks after the event.

To receive the 12.5 hours of continuing education (CE), log in and watch the livestream + on-demand sessions.  Please complete the speaker evaluations located on the Chime conference platform to serve as your backup attendance for CE purposes.

CFP Board
CFP® certification: 7 CFP CE hours approved. 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.

The Investment Industry Regulatory Organization of Canada (IIROC)
12 Professional Development credits will be submitted to IIROC, (8 CE credits anticipated for the livestream conference on September 10, and 4 CE credits anticipated for the on-demand recording)
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. Email conferences@i-w.org and indicate that you need the certificate of attendance for CPA CPE documentation. 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.

Satisfaction Guarantee:

Investments & Wealth Institute 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.
Conference Sponsor