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Speaker Proposals

Institute conferences are recognized throughout the industry as some of the best educational experiences available, providing completely peer-reviewed content from prominent industry experts. With no “pay-to-play” speaking opportunities, Institute conference attendees enjoy unbiased, savvy analysis that helps make them an ‘A’ student and better serve their clients.

If you are interested in speaking at an Institute conference, use the resources below for information about what the Insitute requires from speakers and to propose your services, if appropriate. Typical conference attendees are well-educated, advanced investment advisors and wealth managers who hold one of Institute's certifications and other industry designations.

  • Click here for the speaker proposal form, which outlines speaking guidelines and requests detailed speaker information.
  • Click here for the member profile for a closer look at the Insitute’s membership base and to understand who typically attends Investment & Wealth Institute conferences.
  • Click here for a list of topics that are accepted for continuing education (CE) credit to make sure that your presentation fits within these parameters before submitting a proposal.

If you have additional questions, contact the Institute's Conferences department at conference@i-w.org.