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2020 Wealth Advisor Forum Livestream + On-Demand

The industry's premier wealth management conference. Join 400+ thought leaders at the cross section of change during this 2-day conference. Learn wealth management techniques from financial powerhouses, practitioners and industry game changers.

Investments & Wealth Institute®

CIMA®, CPWA®, RMA certifications: This program will offer up to 16.5 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.

Approved for up to 16.5 CE hours.

To earn your CE, log in and watch the livestream + on-demand sessions. Session Evaluation Forms are required for CE Credits! For each session you attend, you will be required to submit an evaluation form for CE to confirm your participation. Be sure to complete the overall conference survey to confirm your conference attendance. Evaluation forms are located on the conference platform in the “Evaluations” icon.

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
: 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 Investments & Wealth Institute's CIMA, CPWA, or RMA certification programs.

Conference Sponsor