Education Opportunities

Have you fulfilled your CE credits? Attend the Leading Financial Advisor Conference for 2018.

Continuing Education (CE) Credits

Fulfill your CE requirements by attending qualifying sessions at INSITE 2018.

Earn credit for:

CFA

Chartered Financial Analyst*

CFP

Certified Financial Planner

IWI

Investments & Wealth Institute (formerly IMCA®)

Qualifying sessions will be noted in the conference agenda. 

*The CFA Approved-Provider Program has been discontinued. CFA Institute members are encouraged to self-document their continuing professional development activities in their online CE tracker. Link is: https://www.cfainstitute.org/en/membership/professional-development/ce/credits

Email INSITE@BNYMellon.com with questions related to CE credit.