Attendees may earn up to 21.5 premier, audit-proof continuing education credits (pending approval). Attendees of the in-person Investments & Wealth Experience 2024 will also receive complimentary access to all recorded sessions.
How to Earn Continuing Education (CE) Credits
For each session you attend in person, an evaluation form will be required for both Investments & Wealth Institute CE and CFP CE. Completing an evaluation form will attest to your participation for CE purposes.
Be sure to complete the overall conference evaluation to confirm your conference attendance.
PLEASE NOTE: You need only to complete one evaluation form per session to qualify for both Institute CE and CFP CE credits.
The deadline to complete the evaluation forms for sessions you attended in person is April 12, 2024.
Evaluation forms are located on the conference platform in the Evaluations icon.
You will have access to select sessions after the conference that were recorded and available on demand.
All sessions watched on demand will be tracked through your IWI Academy and a short post-session quiz will be required for completion.
Sessions watched in person will not require a quiz. Your attendance and completed evaluation will suffice.
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 sending certificates of attendance for you to self-report CE to these organizations within two months after the conference.
Access to Session Content
April 1, 2024: Conference platform opens for in-person registrants with access to attendees, exhibitor information, and networking profiles.
April 7-10, 2024: Investments & Wealth Experience 2024 is live, in-person in Las Vegas, NV.
April 22, 2024: All sessions held in person will be recorded and available on the IWI Academy for on-demand viewing.
April 22, 2024 - April 22, 2025: All sessions will be available in your IWI Academy through your IWI member dashboard.
Important information about month-end CE reporting:
If you need an extension on your CE from this conference, please contact email@example.com.