Education Opportunities

CE Credits

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.