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2020 Retirement Management Forum Livestream + On-Demand

The industry’s premier educational conference for retirement management. Gather with 300+ advisors to learn holistic retirement planning strategies from leading financial, wellness and healthcare experts.

Investments & Wealth Institute® Premier CE

CIMA®, CPWA®, RMA certifications: This program will offer up to 14 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 up to 14 hours of continuing education (CE), use your credentials on December 8, 2020, to log in to the conference platform and watch the livestreamed sessions, worth (6) hours of CE credits. On December 7th and 9th be sure to join our RMA Orientation and Post-conference Discussion to receive an additional (2) CE credit hours. On-Demand CE worth (6) credits will be offered beginning December 1-22. Beginning December 23, you will have access to sessions on your Institute dashboard. Access to recordings is subject to recording quality, technical feasibility, relevance, and speaker permission.

To earn your CE, log in and watch the livestream + on-demand sessions. You will be required to complete the speaker evaluations for each session you watch to receive CE credit. Evaluation forms are located on the conference platform in the “Evaluations” icon.

**Important information about CE reporting** Due to the holidays, please review this schedule if you need your CE reported by December 30, 2020. We are closed December 31 and January 1.

  • All sessions watched and evaluations submitted through December 9 will be reported to your record by December 22, 2020. 
  • All sessions watched and evaluations submitted December 10 through December 14 will be reported to your record by December 30, 2020. 
  • All sessions watched and evaluations submitted December 15 through December 22 will be reported to your record by January 8, 2021.
  • Starting December 23, 2020, all sessions will be available on your dashboard for one year. Once watched, CE will be reported on your behalf within 3 business days.
For additional questions/concerns about your month-end CE reporting, please contact recertification@i-w.org.

CFP Board

CFP® certification: Investments & Wealth Institute is a CFP Board CE Quality Partner. This program will be submitted to the CFP Board for review. 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: 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.

Thank You to Our Participating Partners

Conference Sponsor