Investments & Wealth Strategy Forum 2023 - New York City

CE Overview

CIMA®, CPWA®, RMA® Certifications

This program will offer up to 14 CE hours. 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.
To verify we have your CFP ID: log into your dashboard account and click “update my demographic information” on the right-hand side to locate the CFP ID field.


In-Person Attendees


Attendees may earn up to 14 premier, audit-proof continuing education credits (pending approval). Attendees of the in-person Investments & Wealth Strategy Forum 2023 – New York City will also receive complimentary access to all recorded sessions.


CE Breakdown, (In-Person)  CE Hours
Pre-Conference Session 2
Women in Wealth Program 1.5
General Sessions 7.5
Concurrent Sessions 3
Total CE Offered Up to 14


How to Earn Continuing Education (CE) Credits

  • 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 8, 2023.

  • 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.

Access to Session Content

November 27, 2023: Conference platform opens for in-person registrants with access to attendees, exhibitor information, and networking profiles.
November 28-30, 2023: Investments & Wealth Strategy Forum 2023 is live, in-person in New York City, NY. 
December 8, 2023: All sessions held in person will be recorded and available on the conference platform/”my online learning center” for on-demand viewing. 
December 8, 2023 - December 8, 2024: All sessions will be available in your “my online learning center” through your IWI member dashboard. 

**Important information about month-end CE reporting** 
If you need an extension on your CE from this conference, please contact


On-Demand Sessions


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


CE Breakdown, (On-Demand)  CE Hours
General Sessions and Concurrent Sessions 10


How to Earn Continuing Education (CE) Credits

The “best of” sessions will be packaged and placed on-demand with access for 12 months. The on-demand sessions will offer up to 10 CE hours.

  • All sessions watched on demand will be tracked through the IWI Academy.

  • 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.

Access to Session Content

December 8, 2023: Access opens for on-demand attendees. On-Demand sessions available for all attendees to view for CE credit.

December 8, 2023 - December 8, 2024: All sessions will be available in the IWI Academy through your IWI member dashboard.

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.



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Contact Our Conference Team

+1 303-770-3377