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Nov. 10–13 Boston, MA
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Learn and earn at IMPACT

IMPACT 2015 features a variety of sessions that qualify toward fulfilling your continuing education (CE) requirements.

Education Sessions

Credit for Certified Financial Planners (CFPs)

Here are three easy steps to receive credit:

  1. Provide your CFP Board ID at registration
  2. Attend an approved session
  3. Schwab will submit your credit within 30 days

To receive credit, please provide your CFP Board ID number when you register for IMPACT. If you do not know this number, please contact the CFP Board at 800-487-1497 or log-in to the CFP Board website and access your account information. When you attend a CFP-approved session, please be sure your badge is scanned upon entry, so that we have record of your attendance.

As a CFP Board–registered CE sponsor, Schwab will electronically submit a list of event attendees for each CFP-approved session to the CFP Board within 30 days after event completion. You will receive an email confirmation from the CFP Board when your credit has been processed. You can also check the status of your CE hours on the CFP website.

Credit for Certified Public Accountants (CPAs)

New process this year – no more paper certificates needed!

  1. Attend an approved session
  2. After the conference Schwab will send you an email with the CPE credit certificate attached which will include all of the CPE-approved sessions that you attended
  3. Submit that attachment to the appropriate organization

Attendees will be responsible for submitting the credit certificate to the appropriate membership association(s) or state board(s). Please note that it is also the attendee’s responsibility to make a copy of each submission and keep it on file.

Schwab Advisor Services™ is registered with NASBA as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority over the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be addressed to:

150 Fourth Avenue North, Suite 700
Nashville, TN 37219-2417

Program: Group-Live
Program Level: Intermediate to Advanced
Prerequisite: By attending IMPACT the prerequisite for this course has been met

Advanced Preparation: None

Credit for Certified Investment Management Analysts (CIMA)

New process this year – no more paper certificates needed!

  1. Attend an approved session
  2. After the conference Schwab will send you an email with the reporting form
  3. Fill out the reporting form and submit that to IMCA

If you hold the CIMA®, CIMC®, or CPWA® certification(s), you also have the option to report this CE program online by logging into your My IMCA account. Detailed reporting instructions can be found on the IMCA website. When reporting online, leave the provider name field blank and fill in the program ID# and date attended fields only.

Each CIMA licensee is responsible for self-submitting CE documentation for non-IMCA sponsored events. It is the responsibility of the CIMA licensee to keep a copy of all items submitted. If you would like to submit your credit form via fax or mail, please do so to:

Attn: Recertification Department
5619 DTC Parkway, Suite 500
Denver, CO 80111
Fax: 303-496-6105

Email us questions you may have, including those involving administrative policies, self-reporting, or other designations not listed on this page.