Fulfill your continuing education (CE) requirements by attending qualifying sessions at INSITE 2017. Earn credit for:
- CFA CFA Institute
- CFP Certified Financial Planner Board of Standards (CFP Board)
- CWS Cannon Financial’s Certified Wealth Strategist® (CWS)
- IMCA Investment Management Consultants Association (IMCA®)
Qualifying sessions will be noted in the conference agenda. Last year, attendees had the opportunity to earn 26 continuing education credits towards accreditations including the CFP Board, CFA Institute and IMCA. Additionally, they earned an average of 8 CWS credits.
Email INSITE@pershing.com with questions related to CE credit.