Education

Learning pays the greatest dividends.

At its core, IMPACT is about advancing the industry by ensuring that the latest knowledge and insights vital to running a successful practice are shared across the RIA community. Every session and presentation is geared toward continued firm success.

A unique, complete approach.

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Learn the latest ways to maintain peak firm performance.

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Adopt the latest strategies for delighting clients.

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Know how every shift affects you.

Rick Wurster, President and Chief Executive Officer, The Charles Schwab Corporation, with Jalina Kerr, Managing Director, Advisor Services, Charles Schwab & Co., Inc. speaking on stage at IMPACT 2024.

Keynote Sessions

Gain new perspectives.

Always a highlight at IMPACT, these large-format sessions feature internationally renowned speakers who never fail to inspire, entertain, and challenge us to see things with a fresh perspective.  

Vernesa Harper, Senior Manager AS Fraud, speaking on stage at IMPACT 2024.

Education Sessions

Learning you can leverage.

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:

Credit for Certified Financial Planner™ (CFP®)

Credit for Investments & Wealth Institute (IWI)

Credit for Continuing Professional Education for CPAs (CPE)

Check out our education FAQ for more details. Still have questions? Email us questions you may have, including those involving administrative policies, complaints, self-reporting, or other designations not listed on this page.