Continuing Education (CE)

Investments & Wealth Institute®
Attendees may earn up to 7.5 premier, audit-proof continuing education credits.
CIMA®, CPWA®, RMA® certifications: This program will offer 7.5 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 TO EARN (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 will be available onsite. Be sure to complete the overall conference survey to confirm your full conference attendance.

On-Demand attendees:  All sessions watched on demand, regardless of attendance, will be tracked through your online learning center

 
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 Toronto, 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 7 October.  Evaluation forms will be available onsite. Be sure to complete the overall conference survey to confirm your full 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.
Sessions watched on-demand 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

In-Person Attendees

3 October: IWF Toronto Forum is live, in person.
7 October: All sessions held in-person will be recorded and available on the “my online learning center” for on-demand viewing.
7 October – 7 April : All sessions will be available in your “my online learning center” through your IWI member dashboard.
 
On-Demand Attendees

7 October: Access opens for on-demand attendees. On-Demand sessions available for all attendees to view for CE credit.
7 October – 7 April: All sessions will be available in your “my online learning center” through your IWI member dashboard.

The Investment Industry Regulatory Organization of Canada (IIROC) 

This program will be submitted to IIROC to be reviewed for acceptance for professional development CE credits. We anticipate sending certificates of attendance for you to self-report to IIROC 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 CIMA, CPWA, or RMA certification programs.