Frequently Asked Questions

October 10, 2025

Promo codes cannot be combined with Elite and Signature member discounts as their discounts offer the lowest price available. Elite members pay $777 (40% off the early-bird rate), and Signature members pay $971.25 (25% off the early-bird rate). For questions about pricing or benefits, please contact us.

Yes, both are at the New York Marriott Marquis.

Please visit the CE Details page for complete information.

After each session that you attend onsite, you will be required to fill out an evaluation form in the conference app to earn IWI and CFP CE. Learn more on the CE Details page.

About 80% of our sessions are approved for CFP CE. We do offer practice management sessions, which are not approved for CFP CE. Find more information on the CE Details page.

Visit our Strategy Forum 2025 Venue page for details. The hotel cutoff date is March 7, 2025.

No, parking is not included in your conference registration. You will be responsible for any charges incurred from parking. 

Cancellations for conference registration must be received in writing. Please send cancellation requests to conference@i-w.org. The registration fee less a $50 cancellation/transfer fee will be refunded for requests received by October 27, 2025. A 30-percent cancellation fee will be applied for cancellations received between October 28 - November 12, 2025. Investments & Wealth Institute is unable to provide refunds or transfer registration fees to another event after November 12, 2025, or for no-shows. However, you will have access to all recorded sessions through December 1, 2026. You will receive an email from the Investments & Wealth Institute conference team confirming receipt of your request; if you do not receive an email with this confirmation within 24 business hours, please call 303-770-3377.

December 1, 2025

One year, through December 1, 2026.

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