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Investments & Wealth Institute®
*Attendees may earn up to 18 premier, audit-proof continuing education credits.
CIMA®, CPWA®, RMA® certifications: This program will offer 18 CE hours. 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 uploaded to your certificant record on your behalf, and these audit-proof CE credit hours will be reported and reflected in your online account approximately two weeks after the event.

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.

HOW TO EARN (CE) CREDITS
 
Investments & Wealth Institute® CE credits 
In-Person and On-Demand attendees: Session evaluation forms are required for CE credits. For each session you attend, you will be required to submit an evaluation form to confirm your participation for CE purposes. Evaluation forms are located on the conference platform in the “Evaluations” icon. Be sure to complete the overall conference evaluation to confirm your conference attendance. The deadline to complete the evaluation forms for sessions you watched in person is September 30. 
 
CFP® CE credits (NEW–Please read carefully)
In-Person attendees:  Sessions that qualify for CFP CE credit will require completed evaluation forms. For each session you attend in person in Chicago, you will be required to submit an evaluation form to confirm your participation for CE purposes. The deadline to complete the evaluation forms for sessions you watched in person is September 30.  Evaluation forms are located on the conference platform in the “Evaluations” icon. Be sure to complete the overall conference evaluation to confirm your conference attendance.
 
We know you cannot be in two places at once and are excited to make recordings of breakout sessions that you do not attend in-person available to you on-demand after the conference. Please note that per CFP Board policies, you will need to take a short post-session quiz to earn CFP CE for watching recorded sessions.
 
To access the WAF 2021 CFP CE Quiz Site, click here
Simply log in to your IWI dashboard when prompted. You will be taken to a shopping cart. You do not need a promo code; the invoice is $0.  Simply click “Pay to Order.” Further instructions will follow via email.
 
PLEASE NOTE: You only need to complete one evaluation form per session to qualify for both Investments & Wealth Institute AND CFP continuing education.
 
On-Demand attendees:  On-Demand sessions are defined as those that have been pre-recorded and watched on the conference platform September 20-30, 2021, or your “online learning center” October 1, 2021, through March 31, 2022.


On-Demand sessions that qualify for CFP CE credit will require a short post-session quiz. To access the WAF 2021 CFP CE Quiz Site, click here
Simply log in to your IWI dashboard when prompted. You will be taken to a shopping cart. You do not need a promo code; the invoice is $0.  Simply click “Pay to Order.” Further instructions will follow via email.
 
PLEASE NOTE: You only need to complete one quiz per session to qualify for both Investments & Wealth Institute AND CFP continuing education.
 
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 we have your CFP ID: log in to your dashboard account and click “update my demographic information” on the right-hand side to locate the CFP ID field.
 
Access to view sessions for CE Credit is as follows:
In-Person Sessions: sessions will be held in Chicago, IL, September 13 and 14, 2021.  Sessions you are not able to watch because they are concurrent will be available on the platform and your online learning center post conference.
 
On-Demand Sessions: all sessions will be recorded and uploaded to the conference platform and available to view September 20 – 30, 2021; sessions will also be available in your online learning center on the Institute website October 1, 2021 – March 31, 2022.
 
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.
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