IMCA 2017 Private Wealth Advisor Conference
The 2017 Private Wealth Advisor Conference features practical educational sessions across a variety of investment and wealth topics, carefully chosen to meet the needs of elite advisors managing private wealth.
Each session highlights a practitioner-oriented tool, strategy, or insight to improve your wealth management knowledge and skills.
Presented in Chicago, this conference draws a diverse, global audience and includes opportunities to network with other IMCA members, CPWA and CIMA professionals, and top industry minds.
Continuing Education (CE) Credit
IMCA Certification (CIMA®, CIMC®, CPWA®).
This program will provide up to 17 hours of CE credit, including one hour of ethics CE. Up to 13 hours can be earned by registering for and attending the conference. You can earn up to four hours of CE by watching video recordings of select concurrent sessions after the conference. The program is subject to change which may affect the number of hours of CE provided. IMCA will upload all CE earned directly to your MyIMCA record within two weeks of the activity. The program is subject to change which may affect the number of hours of CE provided.
This program has been accepted for up to 11 hours of CFP CE credit. IMCA will report your attendance at individual conference sessions to the CFP Board on your behalf. Please check your MyIMCA account www.IMCA.org/user to ensure your CFP ID is in our database and accurate.
NASBA CPE Credit.
IMCA is registered with the National Association of State Boards of Accountancy as a sponsor of CE on the National Registry of CPE Sponsors (ID 106054). State boards of accountancy have final authority about the acceptance of individual courses. Individuals are responsible for submitting any necessary paperwork and/or fees to their state boards. Upon request, IMCA will provide a certificate of attendance after the conference.
Other certifications/designations. IMCA does not submit programs to state insurance departments and bar associations. Individuals are responsible for submitting any necessary paperwork and/or fees to their state boards. Upon request, IMCA will provide a certificate of attendance after the conference.
The topics addressed in this conference are designed for experienced investment and wealth advisors. While IMCA does not explicitly require prerequisite education or experience to attend, attendees who wish to maximize the value of each session should consider participating in IMCA's CIMA or CPWA certification programs.
Phone: (312) 836-0100