Frequently Asked Questions (FAQ)

Does the conference qualify for continuing education (CE) credits?
The Annual Conference will qualify for credit hours. For CFA Institute members, these credit hours will be updated automatically in your online CE tracking tool.

This conference will also be submitted to NASBA for credit review and may qualify for continuing education credit from other organizations (e.g., the CFP Board and IIROC). Please contact your relevant organization for details on self-documenting credit for your participation.

What do I need to do to obtain the continuing education credits?
CFA Institute CE credits will automatically be updated in your CE tracking tool and should be visible 3–4 weeks following the conference.

For other credits, please complete an attendance form at the conference (found at the registration desk). You will receive a confirmation letter for NASBA CPE credits within 3–4 weeks following the conference or a confirmation of attendance letter for use when self-reporting any other third party credits.

What meals are included in the conference fee?
The conference registration includes a networking reception on Sunday evening; breakfast on Monday, Tuesday, and Wednesday; lunch on Monday and Tuesday; and a networking reception and dinner on Tuesday evening. Monday is an open evening. You may wish to use this opportunity to connect with smaller groups of delegates.

Can I bring my partner, guest, or child to the receptions?
You may register your partner or guest for the Sunday or Tuesday evening receptions. Due to the professional nature of the conference and receptions, it is not appropriate for children under 18 years old.

What are the different session types at the conference and what do they mean?
We offer several different types of sessions at the Annual Conference. More information on the session types will be available soon.

Are the conference facility and hotels accessible for people with disabilities?
Yes. Please note any special dietary restrictions and accessibility needs in the conference registration process and also when booking your hotel room.

What if I have another question?
Please contact us at programs@cfainstitute.org.