Fulfill your continuing education (CE) requirements by attending qualifying sessions at IMPACT 2014.
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 login 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 record of your attendance.
As a CFP Board–registered CE sponsor, we will submit a list of event attendees, for each CFP-approved session, electronically to the CFP Board within 30 days after the event has been completed. 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.
To receive credit, a CPE certification form for credit submission will be provided at the conclusion of each CPE-approved session, located in the back of each session room. Attendees will be responsible for completing the CPE certification form (one per session) and submitting it 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
To receive credit, CE forms for CIMA credit will be available at the conclusion of each session at the back of the room. Attendees can also pick up a form at the IMPACT information desk.
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
Email us for questions on administrative policies for CE credit, self-reporting or other designations not listed here
Intended for institutional audiences.
The content in the IMPACT website and discussions provided at the IMPACT event are meant for general informational purposes only and are current as of the date of the session. The information at the event and the views expressed are not intended to provide specific financial, accounting, compliance, tax, or legal advice. Refer to professionals in these fields to address your particular circumstance. Neither the contents of the IMPACT website nor discussions at the event should be considered as a solicitation or a recommendation by Schwab to buy, sell, or continue to hold securities or other investments, or open an account. Examples described are for illustrative purposes only and do not represent a guarantee of future performance or success and may not be representative of your experience. Past performance is not an indicator of future success.
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