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2020 Exceptional Advisor Canada

This crossover event brings together 250+ North American exceptional advisors, market game changers and financial experts at this intensive 1-day event.

Investments & Wealth Institute® Premier CE
CIMA®, CPWA®, RMA® Certifications—This program will be submitted for review.
Investments & Wealth Institute offers premier-quality education at a discounted rate to members. A benefit to choosing I&WI 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 two weeks after the event. Please note RMA holders will need to attest to CE hours when they renew their RMA.

CFP Board of Standards

CFP® certification: Investments & Wealth Institute is a CFP Board CE Quality Partner. 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) - This program will be submitted for review. Investments & Wealth Institute Exceptional Advisor Canada will offer Canadian attendees the ability to earn IIROC continuing education credit. The maximum U.S. CE that can be earned and reported for this event is 5 hours pending approval.
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.
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