How We're Bringing Advisors Together Safely in Nashville This May

The Investments & Wealth Institute's first priority is keeping you safe. We are working closely with the Music City Center, hotels, government, and local authorities to stay in accordance with local advice and guidelines.
Click here to view our health and safety guidelines. 

Is proof of a COVID-19 vaccination required to be shown prior to entry to an Institute event?

Proof of vaccination will not be required and we encourage all participants to follow state and federal guidelines with respect to COVID.


Do I need to have my temperature checked upon entry?

We will not be conducting temperature checks at the event. If you feel sick, we ask that you do not travel to this event, and you can access the on-demand conference instead.


What if I become sick at the conference?

If you become sick on-site, you are requested to remain in your hotel room and contact our team at We will work in concert with the hotel to direct the participant toward appropriate medical care. 


What travel advisories are in place?

For the latest updates on what’s happening on the ground, visit the local state website for travel information.  



Commonly Asked Questions


What is the cancellation policy for ACE Academy 2022 - Nashville?

BOOK WITH CONFIDENCE – Our Protection Promise to You!
To provide you with assurances of your plans to attend future in-person Institute events, we have made several arrangements to give you peace of mind. In the event you must cancel, there are several ways we may accommodate you.

If your preference of attending in person has changed since you first registered, you may change your registration to on-demand, for the same amount of CE credits. Simply:

          1.   Log into your Institute dashboard here
          2.   Select My Conferences from the left navigation.
          3.   Select Manage Registration.
          4.   Select how you will attend.
          5.   Select the Add To Cart button~ Note: This does not add anything to your cart – it just updates your record and will send you back to the manage registration page.

If you do not want to attend in person and do not want to transfer your registration to an on-demand virtual attendance, you may choose one of the following options:

        • Transfer your registration to another IWI event.
        • Receive a full refund (less a processing fee).

Cancellations for conference registration must be received in writing. Please send cancellation requests to There are no refunds for no-shows. You will receive an email from the Institute conference team confirming the receipt of your request; if you do not receive an email with this confirmation within 24 business hours of your request to cancel, please call us at 303-770-3377.

When will I have access to the ACE Academy 2022 event platform?

All registrants will be provided with custom login credentials and instructions by the Institute five days prior to the event.

What is ACE Academy 2022?

This highly sought-after 3.5-day event brings together popular, industry-defining leaders shaking up the marketplace. ACE Academy brings together academic heavyweights from top universities around the country such as Harvard, Princeton, Yale, Stanford, MIT, Wharton, Chicago Booth and more, and attendees will interact with leading visionaries,  NY Times bestsellers, popular economists, and tenured practitioners disrupting the industry. Individuals will gain Ivy League-quality strategies with real-world application to maintain an edge in the financial industry.


How many continuing education (CE) credits could I earn by attending ACE Academy 2022?

In-Person: Attendees may earn up to 25 premier, audit-proof continuing education credits.

On-Demand: Attendees may earn up to 18 premier, audit-proof continuing education credits.


Investments & Wealth Institute®

CIMA®, CPWA®, RMA® certifications: This program will offer 18-25 CE hours depending on your attendance. A benefit to 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.


How do I earn my (CE) credits?

Investments & Wealth Institute® CE credits 
In-person attendees: For each session you attend in person, please submit an evaluation form to attest to your participation for CE purposes. Evaluation forms are located on the conference platform in the “Evaluations” icon. Be sure to complete the overall conference survey to confirm your full conference attendance. You will have access to additional sessions after the conference that were recorded and available on-demand.
On-demand attendees: All sessions watched on-demand, regardless of attendance, will be tracked through your online learning center. Evaluations are not required.

CFP® CE credits (NEW–Please read carefully)
In-person attendees: Sessions that qualify for CFP CE credit will require completed evaluation forms. For each session you attend in person in Nashville, you will be required to submit an evaluation form to confirm your participation for CE purposes. The deadline to complete the evaluation forms for sessions you watched in person is May 31. Evaluation forms are located on the conference platform in the “Evaluations” icon. Be sure to complete the overall conference evaluation to confirm your conference attendance.

PLEASE NOTE: You only need to complete one evaluation form per session to qualify for both Investments & Wealth Institute AND CFP continuing education.
On-demand attendees: Please note that per CFP Board policies, sessions watched on-demand that qualify for CFP CE credit will require a short post-session quiz. Sessions watched in person will not require a quiz. Your attendance and completed evaluation will suffice. Instructions to access the CFP CE Quiz Site will be available soon.
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. To verify we have your CFP ID: log in to your dashboard account and click “update my demographic information” on the right-hand side to locate the CFP ID field.

The Investment Industry Regulatory Organization of Canada (IIROC) FP CanadaTM

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 to send certificates of attendance for you to self-report CE to these organizations within two months after the conference.

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 the 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.

Access to ACE Academy 2022 Content

In-person Attendees: 
May 13: Conference platform opens for in-person registrants with access to attendees, exhibitor information, and networking profiles.
May 15-18: ACE Academy takes place
May 25-November 30:  Select sessions held in-person will be recorded and available in your ”my online learning center” on your IWI dashboard for on-demand viewing.

On-demand Attendees:
May 25: Access opens for on-demand attendees.
May 25-November 30:  Select sessions held in-person will be recorded and available in your ”my online learning center” on your IWI dashboard for on-demand viewing.

I am a Sponsor/Partner/Exhibitor, how do I register?

Sponsor, partner, and exhibitor representatives will register with IWI staff. Please reach out to your Institute representative for more information.


Are there any engagement and exhibit opportunities for Sponsors and Partners?

Yes, there are exhibitor opportunities and engagement opportunities with attendees.


Back to ACE Academy 2022

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Contact Our Customer Care Team

+1 303-770-3377