Investments & Wealth Institute ®
*Attendees may earn up to 32 premier, audit-proof continuing education credits.
CIMA ®, CPWA ®, RMA℠ certifications: This program will offer 32 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 ® certification: This program will be submitted to the CFP Board for review, for a minimum of *27.5 CFP ® CE credits. 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
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 survey to confirm your conference attendance.
CFP ® CE credits (NEW–Please read carefully)
Most sessions that qualify for CFP CE credit will require a short post-session quiz. General sessions and the opening/closing sessions watched live will not require a quiz. Your attendance and completed evaluation will suffice.
To access the ACE 2021 CFP CE Quiz Site, click here: CFP Quiz Site Link.
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.
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.
The Investment Industry Regulatory Organization of Canada (IIROC)
FP Canada ™
For our Canadian attendees, this program will be submitted to IIROC to be reviewed for acceptance for professional development continuing education (CE) credits as well as to FP Canada ™. We anticipate to send certificates of attendance for you to self-report CE to these organizations within two months after the conference.
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.
Access to view sessions for CE Credit is as follows:
Livestream: sessions will be recorded and uploaded to the conference platform within 48 hours of conference through May 10, 2021; also available on your dashboard May 10 – October 15, 2021.
On-Demand Sessions: available on the conference platform April 19 - May 10, 2021; also available in your online learning center on the Institute website May 10 – October 15, 2021.
EdTalks: available on the conference platform April 19 - May 10, 2021.
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.