Frequently Asked Questions

Top Questions for the Financial Advisor Conference of 2018

Educational Credits

Q: Will I earn continuing education (CE) credit for attending INSITE 2018?
A: Yes. We have applied for Certified Financial Planner and Investments & Wealth Institute (formerly IMCA) CE credit. 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.

Guest Privileges

Q: Is my guest permitted to attend the general sessions or any breakout sessions noted on the agenda?
A: No. Adult guests are invited to meal functions only.

Q: Can I register a colleague from my firm as a guest?
A: No. Another employee of the same company may not attend as a guest. 

Parking at the Venue

Q: Will my parking be validated?
A: No. All attendees are responsible for their own parking fees.

Conference Attire

Q: What is the attire for the conference?
A: Business casual is appropriate for all conference functions.

Security Procedures

Q: Should I bring photo identification to the conference?
A: Yes. Photo identification is required at registration.


Q: Are there plans for INSITE 2019?
A: Yes. INSITE 2019 will be held June 12-14, 2019, at the Phoenix Convention Center in Arizona.