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Investments & Wealth Institute®
*On-demand attendees may earn up to 15.5 premier, audit-proof continuing education credits.
CIMA®, CPWA®, RMA® certifications: This program will offer 15.5 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 offer 11 CFP® CE hours. The Institute will report attendance on your behalf to the CFP Board approximately two weeks after the event.
 
HOW TO EARN (CE) Credits
 
In-Person attendees: For each session you attend in person, please submit an evaluation form to attest to 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 full conference attendance. You will have access to additional sessions after the conference that were recorded and available on demand.
On-Demand attendees:  All sessions watched on demand, regardless of attendance, will be tracked through your online learning center. Evaluations are not required.
 
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 Florida, 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 February 11.  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.
 
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 several 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. Instructions to access the CFP CE Quiz Site will be available soon.
 
PLEASE NOTE: You only need to complete one evaluation form per session to qualify for both Investments & Wealth Institute and CFP continuing education.
 
Sessions watched on-demand that qualify for CFP CE credit will require a short post-session quiz. Sessions watched in person will not require a quiz. Your attendance and completed evaluation will suffice.
 
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 SESSION Content
 
In-Person Attendees
January 30-February 1, 2022
January 28: Conference platform opens for in-person registrants with access to attendees, exhibitor information, and networking profiles.
January 30-February 1:  I&WI Fort Lauderdale Forum is live, in person.
February 4: All sessions held in-person will be recorded and available on the conference platform/”my online learning center” for on-demand viewing.
February 4-August 5: All sessions will be available in your “my online learning center” through your IWI member dashboard.
 
On-Demand Attendees
February 4:  Access opens for on-demand attendees.  (4) On-Demand and EdTalk sessions available for all attendees to view for CE credit.
January 30-February 1:  I&WI Fort Lauderdale Forum is live, in person.
February 4: All sessions held in-person will be recorded and available on the conference platform/”my online learning center” for on-demand viewing.
February 4-August 5:  All sessions will be available in your “my online learning center” through your IWI member dashboard.
 
**Important information about month-end CE reporting** Due to the conference dates of late January crossing into early February, if you need an extension on your CE from this conference, please contact recertification@i-w.org.

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