CE Details for Strategy Forum 2024

Learn more about the about the available CE for Strategy Forum 2024 and how your credits will be applied.

CIMA®, CPWA®, RMA® Certifications

This program will offer up to 14.5 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 approximately two weeks after the event.

CFP® Board

CFP® certification: This program will be submitted to the CFP Board for review. The Institute will report attendance on your behalf to the CFP Board approximately two weeks after the event.
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.

In-Person Attendees

Attendees may earn up to 14.5 premier, audit-proof continuing education credits (pending approval). Attendees of the in-person Investments & Wealth Strategy Forum 2024 will also receive complimentary access to all recorded sessions.

CE Breakdown (In-Person) CE Hours
Pre-Conference Workshop 2
Women in Wealth

1.5

General Sessions

 5
Concurrent Breakout Sessions 6
Total CE Offered

Up to 14.5 CE

(Up to 1 Ethics CE and at least 1 Tax & Regulations CE Included)


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 October 4, 2024.

  • Evaluation forms are located on the conference app under each session.

  • 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.

Access to Session Content

September 23, 2024: Conference app opens for in-person registrants with access to attendees, exhibitor information, and networking profiles.

September 30 - October 2, 2024: Investments & Wealth Strategy Forum 2024 is live, in-person in Chicago, IL.

October 14, 2024: All sessions held in person will be recorded and available on the IWI Academy for on-demand viewing.

October 14, 2024 - October 14, 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 recertification@i-w.org.

On-Demand Sessions

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

CE Breakdown (On-Demand) CE Hours
General Sessions and Breakout Sessions 10
TOTAL CE OFFERED 10

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.

  • 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.

Access to Session Content

October 14, 2024: Access opens for on-demand attendees. On-Demand sessions available for all attendees to view for CE credit.

October 14, 2024 - October 14, 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.