CE Details for Experience 2024 On-Demand

Learn more about the about the available CE for Experience 2024 On-Demand and how your credits will be applied.

CIMA®, CPWA®, RMA® Certifications

This program will offer up to 10 CE hours. A benefit of 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 after completion.

CFP® Board

CFP® certification: This program has been submitted to the CFP Board for review, and has been approved for 10 CFP CE.. The Institute will report completion of the program on your behalf to the CFP Board.
To verify we have your CFP ID: log into your dashboard account and click “update my demographic information” on the right-hand side to locate the CFP ID field.

On-Demand CE Details

On-Demand attendees will receive access to the "best of" sessions from the in-person conference, offering 10 CE hours.

How to Earn Continuing Education (CE) Credits

The “best of” sessions will be packaged and placed on-demand with access for 12 months. The on-demand sessions will offer 10 CE hours.

  • All sessions watched on demand will be tracked through the IWI Academy.

  • A short quiz is required for all on-demand CE, including Institute CE and CFP CE credit hours.

Access to Session Content

April 22, 2024 - April 22, 2025: All sessions will be available in the IWI Academy through your IWI member dashboard.

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.