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Education

Insights for every advisor.

IMPACT helps independent advisors make sense of a changing industry. You’ll get practical insights you can use right away, so you can serve clients even better and keep building a strong, future‑ready firm.

Built around ideas ready for action.

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Leading-edge strategies.

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Smarter ways to elevate the client experience.

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Insights to build a future-ready firm.

Jonathan S. Beatty, managing director and head of Schwab Advisor Services, speaking onstage at IMPACT 2025.

Keynote Sessions

Big-picture thinking.

Our biggest stage showcases sought-after speakers delivering high-impact insights. Be inspired. Be amused. Be challenged. Our keynote speakers have it all.

Smiling woman with a microphone next to a podium onstage at IMPACT 2025.

Education Sessions

Learning that lifts you higher.

Education is everywhere at IMPACT. Sessions cover everything from practical tips to tactical ideas, all designed to help your business thrive.

Get credit for learning.

IMPACT offers 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)

Questions about administrative policies, complaints, self-reporting, or other designations not listed on this page? Email us anytime.