Commonly Asked Questions

What is the cancellation policy for Investments & Wealth Forum - Fort Lauderdale?

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.

What is the Investments & Wealth Forum - Fort Lauderdale?

The Investments & Wealth Forum – Fort Lauderdale is the return to Florida in a new season, revitalized venue, and renewed commitment to exceptional events. The event is brought to you by the Investments & Wealth Institute, the leading membership association for advanced investment practitioners.


First, we’re taking all the best parts of an industry conference – networking, experiences, and premium-quality CE. Then we’re taking all the best parts of executive education – professors, thought-leadership, and research. The result is a valuable fusion of Ivy league education and practical application, with an entertaining approach.


How many continuing education (CE) credits could I earn by attending the Investments & Wealth Forum - Fort Lauderdale?

Investments & Wealth Institute®
*On-demand attendees may earn up to 15.5 premier, audit-proof continuing education credits.
CIMA®, CPWA®, RMA® certifications: This program will offer 15.5 CE hours. 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 

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)
Please note that per CFP Board policies, you will need to take a short post-session quiz to earn CFP CE for watching recorded sessions. Instructions to access the CFP CE Quiz Site will be available soon.

PLEASE NOTE: You only need to complete one evaluation form per session to qualify for both Investments & Wealth Institute and CFP continuing education.

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.

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.

Access to SESSION Content

On-Demand Attendees
February 4: Access opens for on-demand attendees. (4) On-Demand and EdTalk sessions available for all attendees to view for CE credit.
January 30-February 1:  I&WI Fort Lauderdale Forum is live, in person.
February 4: All sessions held in person will be recorded and available on the conference platform/”my online learning center” for on-demand viewing.
February 4-August 5:  All sessions will be available in your “my online learning center” through your IWI member dashboard.

**Important information about month-end CE reporting** Due to the conference dates of late January crossing into early February, if you need an extension on your CE from this conference, please contact

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.


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+1 303-770-3377