Learn from the experts.
At its core, IMPACT is all about advancing the RIA industry by ensuring that the latest knowledge and insights vital to running a successful practice are shared across the community. Every session and presentation is geared toward continued firm success.
A unique, complete approach.
Learn the latest ways to maintain peak firm performance.
IMPACT sessions cover subjects vital to ensuring that your firm performs to its potential. Things like staying on top of the latest marketing and investment trends. Maintaining strategic growth momentum. Attracting and retaining the industry’s top talent. And more.
Adopt the latest strategies for delighting clients.
The needs of your clients have changed. Which means we must adapt to meet them where they are. And change is hard—but knowledge is power. The more you know, the better you’ll be at helping your clients comfortably navigate the new investment landscape.
Know how every shift affects you.
We are at a pivotal point, an intersection of business, technology, and society—a reality that brings both challenge and opportunity. Our speakers cover the latest strategies for capitalizing on the possibilities to come.
Choose how you learn.
Education is everywhere at IMPACT. Whether it’s in The Exchange, on the education floor, or anywhere else, IMPACT offers something for every learning style and preference.
Choose from varying session lengths for flexibility in scheduling.
Take advantage of learning opportunities both in and outside the convention center.
Feel the group’s energy at a keynote session or relax and watch on-screen with friends while grabbing a bite or a drink.
Select from different session sizes and formats that serve a variety of learning preferences.
Keynote sessions.
These large-format sessions feature internationally renowned presenters who never fail to inspire, entertain, and challenge us to see things differently.
Education sessions.
Our many education sessions run concurrently during IMPACT. Each equips you with new insights on specific topics that you can implement right away.
Get credit for learning.
At IMPACT we offer continuing education credit for the following accreditations:
Here are four easy steps to receive credit:
1. Provide your CFP Board ID at registration.
2. Attend an approved session.
3. Schwab will capture your attendance upon entry.
4. Schwab will submit your credit within 14 days.
If you do not know your CFP 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 that your badge is scanned upon entry so that we have a record of your attendance.
As a CFP Board–registered CE sponsor, Schwab will electronically submit to the CFP Board a list of event attendees for each CFP-approved session within 14 days of 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 Board website.
You can earn CE credit for the following IWI designations:
- Certified Investment Management Analyst® (CIMA®)
- Certified Private Wealth Advisor® (CPWA®)
- Retirement Management Advisor® (RMA®)
Here are four easy steps to receive credit:
1. Provide your IWI Board ID at registration.
2. Attend an approved session.
3. Schwab will capture your attendance upon entry.
4. Schwab will submit your credit within 30 days.
If you do not know your IWI number, please contact the IWI Board at 303-770-3377.
When you attend an IWI-approved session, please be sure that your badge is scanned upon entry so that we have a record of your attendance.
As an IWI Board–registered CE sponsor, Schwab will electronically submit to the IWI Board a list of event attendees for each IWI-approved session within 30 days of event completion.
Here are four easy steps to receive credit:
1. Attend an approved session.
2. Schwab will capture your attendance upon entry and exit.
3. Schwab will email you a PDF certificate.
4. Submit the certificate to your State Board of Accountancy.
Charles Schwab & Co., Inc., is registered with NASBA as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State Boards of Accountancy have the final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website.
Email us questions you may have, including those involving administrative policies, complaints, self-reporting, or other designations not listed on this page.
Sessions
Explore our sessions.
Our IMPACT 2023 sessions bring together the leading voices to help you gain new skills and motivation. Explore our education offerings now—and check back often to see what new sessions have been added.
