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IMPACT 2019: Session Planner to Earn Continuing Education Credits

Shauvik Haldar

|

Educating financial advisors
Schwab IMPACT conference is one of the largest events of its kind where financial planners and advisors gather.
This year’s event covers a wide range of education sessions spanning from financial-planning techniques to fintech opportunities. Besides, it also provides ample opportunities for financial professionals to maintain their licenses by earning continuing education credits through some of the sessions.

However, it could be a daunting task to figure out which sessions to attend. This is where MutualFunds.com comes to the rescue. We have curated a list of only those sessions that are eligible for CE, CIMA or CPE credits.
 
In case you cannot find a specific session from the event here, it means it is not eligible for any credits.
 
Subject Session Name CE Credit (hrs) CIMA Credit (hrs) Day Start Time [1]
Firm Operations CFP Ethics: New Standards for a Fiduciary World 2 Not eligible Nov 5 12:15 PM
Firm Operations 2019 Compliance Update: Protecting Your Firm in a Complex Environment 1.5 1.5 Nov 5 9:45 AM
Wealth Management 5 Year Outlook: Navigate the Market with Confidence 1.5 1.5 Nov 6 9:45 AM
Wealth Management Be Prepared, Be Empowered: Key Questions Women Should Be Asking to Navigate Their Financial Futures 1.5 Not eligible Nov 5 2:45 PM
Wealth Management Build, Buy or Follow: The Three Most Valuable Insights from 22,000 Aladdin Portfolio Consultations 1.5 1.5 Nov 6 9:45 AM
Wealth Management Building Better Portfolios with Behavioral Finance 1.5 1.5 Nov 5 1:00 PM
Client Experience Build on Your Clients' Passions: A Value-Driven Strategy for Charitable Giving 1.5 1.5 Nov 6 2:30 PM
Wealth Management, Retirement Related Caution! Low-Level Bridge Ahead: Medicare, Custodial Care and the Impact on Retirement Income 1.5 1.5 Nov 6 2:30 PM
Wealth Management China: Trade, Tariffs and the Trillion Dollar Opportunity 1.5 1.5 Nov 5 1:00 PM
Wealth Management Combatting Fake News: Why Exchange-Traded Funds Won't Cause the Next Market Selloff 1.5 1.5 Nov 5 2:45 PM
Client Experience Communicating to Connect 1.5 1.5 Nov 7 8:30 AM
Wealth Management Comprehensive Wealth Management = Managing Both Sides of the Balance Sheet 1.5 1.5 Nov 5 2:45 PM
Wealth Management Death by a Thousand (Fed) Cuts: Navigating Fixed Income Today 1.5 Not eligible Nov 5 2:45 PM
Wealth Management Growth Investing in a World of Technological Innovation 1.5 1.5 Nov 5 1:00 PM
Client Experience Keeping Your Clients Focused On Success by Mitigating Behavioral Risk 1.5 1.5 Nov 6 2:30 PM
Wealth Management Laying the Groundwork for Trusts in 2030: Tactics and Strategies 1.5 1.5 Nov 6 2:30 PM
Wealth Management Macro Themes for 2020 1.5 1.5 Nov 5 9:45 AM
Client Experience, Retirement Related MIT AgeLab Research: Retiring the Old Age Story 1.5 1.5 Nov 6 9:45 AM
Wealth Management Multi-Asset Investing in an Uncertain World 1.5 1.5 Nov 5 9:45 AM
Wealth Management Navigating the Fixed Income Landscape in 2020 1.5 1.5 Nov 5 9:45 AM
Wealth Management Peer-to-Peer RIA Perspectives of the High-Net-Worth Investor 1.5 Not eligible Nov 5 9:45 AM
Wealth Management Reducing Your Exposure with Covered Calls 1.5 1.5 Nov 6 1:00 PM
Wealth Management Revisiting Modern Portfolio Theory: Does Global Diversification Still Work? 1.5 1.5 Nov 7 8:30 AM
Wealth Management Taking the Bull Market by the Horns: What Investors Need to Know 1.5 1.5 Nov 6 9:45 AM
Firm Operations Anticipating the Test: Preparing for 2019 SEC Examinations 1.5 1.5 Nov 6 9:45 AM
Wealth Management, Retirement Related Advanced Roth Planning: How to Squeeze More Juice Out of the Tax Lemon 1.5 1.5 Nov 4 1:00 PM
Client Experience How to Create a Behavioral Policy Statement, And Why You Should 1.5 1.5 Nov 4 1:00 PM
Wealth Management Private Equity: Innovation & Evolution 1.5 1.5 Nov 4 1:00 PM
Client Experience Your Aging Client: Are You Prepared for Diminished Capacity and Elder Fraud? 1.5 1.5 Nov 4 1:00 PM
Industry Opportunities And Challenges in the Landscape for Financial Advice: A Nerd's Eye View 1 1.5 Nov 6 1:00 PM
Industry Policy and Politics: The Regulatory and Legislative Landscape for RIAs in 2020 and Beyond 1 1.5 Nov 6 1:00 PM
Wealth Management The Markets, the World and Your Clients 1 1 Nov 4 4:00 PM
Employee Experience Beyond the Math Not eligible 1.5 Nov 7 8:30 AM
Industry Closing the Wealth Gap by Creating a Culturally Responsive Firm Not eligible 1.5 Nov 5 2:45 PM
Industry Digital 2.0: Combining Human and Digital Elements in Client Interactions Not eligible 1.5 Nov 6 9:45 AM
Wealth Management Family Office Trends and What Families of Significant Wealth Expect Not eligible 1.5 Nov 5 2:45 PM
Firm Operations Harnessing the Power of Google Analytics for Today's RIA Firm [2] Not eligible Not eligible Nov 6 9:45 AM
Firm Operations Helping Your Clients Combat Fraud: Latest Trends and Best Practices [2] Not eligible Not eligible Nov 5 2:45 PM
Industry, Retirement Related MEPs and PEPs: What's New and What's Coming Not eligible 1.5 Nov 7 8:30 AM
Employee Experience Next Gen Compensation and Equity: Aligning Interests with a Firm's Most Valuable Asset [2] Not eligible Not eligible Nov 5 9:45 AM
Employee Experience Succession Planning for Those at the Top and Those Climbing the Ladder Not eligible 1.5 Nov 5 2:45 PM
Client Experience The Re-Architecting of Business: Spotlight on Financial Services Not eligible 1.5 Nov 5 9:45 AM
1 Session duration varies from 1 hr to 2 hr

2 These sessions are eligible for CPE credits

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Educating financial advisors

IMPACT 2019: Session Planner to Earn Continuing Education Credits

Shauvik Haldar

|

Schwab IMPACT conference is one of the largest events of its kind where financial planners and advisors gather.
This year’s event covers a wide range of education sessions spanning from financial-planning techniques to fintech opportunities. Besides, it also provides ample opportunities for financial professionals to maintain their licenses by earning continuing education credits through some of the sessions.

However, it could be a daunting task to figure out which sessions to attend. This is where MutualFunds.com comes to the rescue. We have curated a list of only those sessions that are eligible for CE, CIMA or CPE credits.
 
In case you cannot find a specific session from the event here, it means it is not eligible for any credits.
 
Subject Session Name CE Credit (hrs) CIMA Credit (hrs) Day Start Time [1]
Firm Operations CFP Ethics: New Standards for a Fiduciary World 2 Not eligible Nov 5 12:15 PM
Firm Operations 2019 Compliance Update: Protecting Your Firm in a Complex Environment 1.5 1.5 Nov 5 9:45 AM
Wealth Management 5 Year Outlook: Navigate the Market with Confidence 1.5 1.5 Nov 6 9:45 AM
Wealth Management Be Prepared, Be Empowered: Key Questions Women Should Be Asking to Navigate Their Financial Futures 1.5 Not eligible Nov 5 2:45 PM
Wealth Management Build, Buy or Follow: The Three Most Valuable Insights from 22,000 Aladdin Portfolio Consultations 1.5 1.5 Nov 6 9:45 AM
Wealth Management Building Better Portfolios with Behavioral Finance 1.5 1.5 Nov 5 1:00 PM
Client Experience Build on Your Clients' Passions: A Value-Driven Strategy for Charitable Giving 1.5 1.5 Nov 6 2:30 PM
Wealth Management, Retirement Related Caution! Low-Level Bridge Ahead: Medicare, Custodial Care and the Impact on Retirement Income 1.5 1.5 Nov 6 2:30 PM
Wealth Management China: Trade, Tariffs and the Trillion Dollar Opportunity 1.5 1.5 Nov 5 1:00 PM
Wealth Management Combatting Fake News: Why Exchange-Traded Funds Won't Cause the Next Market Selloff 1.5 1.5 Nov 5 2:45 PM
Client Experience Communicating to Connect 1.5 1.5 Nov 7 8:30 AM
Wealth Management Comprehensive Wealth Management = Managing Both Sides of the Balance Sheet 1.5 1.5 Nov 5 2:45 PM
Wealth Management Death by a Thousand (Fed) Cuts: Navigating Fixed Income Today 1.5 Not eligible Nov 5 2:45 PM
Wealth Management Growth Investing in a World of Technological Innovation 1.5 1.5 Nov 5 1:00 PM
Client Experience Keeping Your Clients Focused On Success by Mitigating Behavioral Risk 1.5 1.5 Nov 6 2:30 PM
Wealth Management Laying the Groundwork for Trusts in 2030: Tactics and Strategies 1.5 1.5 Nov 6 2:30 PM
Wealth Management Macro Themes for 2020 1.5 1.5 Nov 5 9:45 AM
Client Experience, Retirement Related MIT AgeLab Research: Retiring the Old Age Story 1.5 1.5 Nov 6 9:45 AM
Wealth Management Multi-Asset Investing in an Uncertain World 1.5 1.5 Nov 5 9:45 AM
Wealth Management Navigating the Fixed Income Landscape in 2020 1.5 1.5 Nov 5 9:45 AM
Wealth Management Peer-to-Peer RIA Perspectives of the High-Net-Worth Investor 1.5 Not eligible Nov 5 9:45 AM
Wealth Management Reducing Your Exposure with Covered Calls 1.5 1.5 Nov 6 1:00 PM
Wealth Management Revisiting Modern Portfolio Theory: Does Global Diversification Still Work? 1.5 1.5 Nov 7 8:30 AM
Wealth Management Taking the Bull Market by the Horns: What Investors Need to Know 1.5 1.5 Nov 6 9:45 AM
Firm Operations Anticipating the Test: Preparing for 2019 SEC Examinations 1.5 1.5 Nov 6 9:45 AM
Wealth Management, Retirement Related Advanced Roth Planning: How to Squeeze More Juice Out of the Tax Lemon 1.5 1.5 Nov 4 1:00 PM
Client Experience How to Create a Behavioral Policy Statement, And Why You Should 1.5 1.5 Nov 4 1:00 PM
Wealth Management Private Equity: Innovation & Evolution 1.5 1.5 Nov 4 1:00 PM
Client Experience Your Aging Client: Are You Prepared for Diminished Capacity and Elder Fraud? 1.5 1.5 Nov 4 1:00 PM
Industry Opportunities And Challenges in the Landscape for Financial Advice: A Nerd's Eye View 1 1.5 Nov 6 1:00 PM
Industry Policy and Politics: The Regulatory and Legislative Landscape for RIAs in 2020 and Beyond 1 1.5 Nov 6 1:00 PM
Wealth Management The Markets, the World and Your Clients 1 1 Nov 4 4:00 PM
Employee Experience Beyond the Math Not eligible 1.5 Nov 7 8:30 AM
Industry Closing the Wealth Gap by Creating a Culturally Responsive Firm Not eligible 1.5 Nov 5 2:45 PM
Industry Digital 2.0: Combining Human and Digital Elements in Client Interactions Not eligible 1.5 Nov 6 9:45 AM
Wealth Management Family Office Trends and What Families of Significant Wealth Expect Not eligible 1.5 Nov 5 2:45 PM
Firm Operations Harnessing the Power of Google Analytics for Today's RIA Firm [2] Not eligible Not eligible Nov 6 9:45 AM
Firm Operations Helping Your Clients Combat Fraud: Latest Trends and Best Practices [2] Not eligible Not eligible Nov 5 2:45 PM
Industry, Retirement Related MEPs and PEPs: What's New and What's Coming Not eligible 1.5 Nov 7 8:30 AM
Employee Experience Next Gen Compensation and Equity: Aligning Interests with a Firm's Most Valuable Asset [2] Not eligible Not eligible Nov 5 9:45 AM
Employee Experience Succession Planning for Those at the Top and Those Climbing the Ladder Not eligible 1.5 Nov 5 2:45 PM
Client Experience The Re-Architecting of Business: Spotlight on Financial Services Not eligible 1.5 Nov 5 9:45 AM
1 Session duration varies from 1 hr to 2 hr

2 These sessions are eligible for CPE credits

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