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.