Credits
All continuing education amounts are based on attendance at all three days of the conference unless otherwise noted. For Young Professionals Track CPE details please visit the YP track page.
CPE: 24 hours available
Ethics: 4 hours available (session dependent)
To claim ethics credits, you must register for and attend approved sessions:
IRS CE: 14 IRS CE available (session dependent)
To claim IRS CE credits, you must register for and attend approved sessions, and digitally sign in with your PTIN number.
- Day 1: 4 IRS CE max (YP attendees: 2 IRS CE max)
- Day 2: 6 IRS CE max (YP attendees: 3 IRS CE max)
- Day 3: 4 IRS CE max (YP attendees: 4 IRS CE max)
Qualifying sessions:
CLE (Standard): 19.5 credits available
CFP®: 21.5 CFP® credits available (session dependent)
To claim CFP credits, you must register for and attend approved sessions, and digitally sign in with your CFP ID.
- Day 1: 6.5 CFP® max
- Day 2: 8 CFP® max
- Day 3: 7 CFP® max
Qualifying sessions:
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. (CFP Board Center) owns and licenses to Certified Financial Planner Board of Standards, Inc. the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, the CFP® (with plaque design) certification mark and the CFP® (with flame design) certification mark in the United States, which CFP Board authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements. CFP Board Center also owns and licenses to CFP Board the CFP BOARD® service mark. Any marks owned by CFP Board Center and licensed to CFP Board are used with permission.
NASBA Fields of Study (FOS): Refer to individual session descriptions.
Technical/Non-technical classification: Session dependent. Refer to individual session descriptions.