Continuing Education (CE)

In-Person: Attendees may earn up to 27.5 premier, audit-proof continuing education credits (pending approval).  

Attendees of the Investments & Wealth Forum–New York City will receive complimentary access to the on-demand product. 

On-Demand: Attendees may earn up to 21.5 premier, audit-proof continuing education credits (pending approval).  

Detailed outline of CE hours: 

Investments & Wealth Institute^® Premier CE

CIMA^®, CPWA^®, RMA^® certifications: This program will offer up to 27.5 CE hours depending on your attendance. 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.

How to Earn Continuing Education (CE) Credits 

Investments & Wealth Institute CE credits AND CFP^® CE credits 

In-Person attendees 

• 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 watched in person is December 16, 2022. 

• Evaluation forms are located on the conference platform in the Evaluations icon.  

• 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 Online Learning Center 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. 

On-Demand attendees (NEW, please read) 

• All sessions watched on demand will be tracked through your Online Learning Center. 
• 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.  
• 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 

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. 

Access to Session Content

In-Person Attendees 
November 28: Conference platform opens for in-person registrants with access to attendees, exhibitor information, and networking profiles. 
November 29–December 1: Investments & Wealth Forum–New York City is live, in person. 
December 7: All sessions held in person will be recorded and available on the conference platform/”my online learning center” for on-demand viewing. 
December 7–June 5: All sessions will be available in your “my online learning center” through your IWI member dashboard. 
  
On-Demand Attendees 
December 7:  Access opens for on-demand attendees. On-Demand sessions available for all attendees to view for CE credit. 
November 29–December 1: Investments & Wealth Forum–New York City is live, in person. 
December 7: All sessions held in-person will be recorded and available on the conference platform/”my online learning center” for on-demand viewing. 
December 7–June 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 November crossing into early December, if you need an extension on your CE from this conference, please contact recertification@i-w.org.