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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.

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 become 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 possibilities to come.

Learn your way.

Whether it’s in The Exchange, on the education floor, or elsewhere, IMPACT offers something for every learning style and preference.

  • Varying session lengths enhance scheduling flexibility.

  • Take advantage of learning opportunities both inside and outside the convention center.

  • Feel the group’s energy at a keynote session, or relax and watch on-screen with friends old and new while grabbing a nibble or a drink.

  • Different session sizes and formats serve a variety of learning preferences.

Keynote sessions.

These large-format sessions feature internationally renowned presenters who inspire, challenge, and sometimes even change points of view.

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.

View session catalog

Get credit for learning.

At IMPACT we offer continuing education credit for the following accreditations:

Credit for Certified Financial Planner™ (CFP®)

Credit for Investments & Wealth Institute (IWI)

Continuing Professional Education for CPAs (CPE)

sessions

Explore our sessions.

IMPACT 2022 includes a broad selection of expert-led sessions to help you gain new knowledge and motivation. Explore our education offerings now—and check back throughout the summer to see what new sessions have been added.

Session catalog
View catalog