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HIGHLIGHTS

Feel the energy.

IMPACT 2022 will still have some virtual content, but there’s nothing like the energy and inspiration that arise when people gather in the same room—and we are thrilled to be back in person. Here are some highlights from years past to remind you why this conference is so special to so many.

Education

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.

For any firm to be successful, its day-to-day operations—cybersecurity, technology, team engagement, and regulatory compliance—must first be optimized.

Adopt the latest strategies for delighting clients.

At the end of the day, the investor is everything. It pays to ensure that every client feels comfortable, confident, and personally and expertly served at all times—from every touchpoint.

Know how every industry shift affects you.

Next-gen investors, new technology advances, and other complex and constant changes have an impact on how every RIA firm should operate. What remains constant is your need to differentiate.

Knowledge you can apply.

Dig into topics that matter. Our expert-led education sessions have you asking all the right questions.

 

At IMPACT we offer continuing education credit for three types of accreditations:


Credit for Certified Financial Planner™ (CFP®)


Credit for the following Investments & Wealth Institute designations:

  • Certified Investment Management Analyst® (CIMA®)
  • Certified Private Wealth Advisor® (CPWA®)
  • Retirement Management Advisor® (RMA®)

Continuing Professional Education for CPAs (CPE)