Aerial view of downtown Boston, Massachusetts, at sunset.

Education

All about education.

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.

Woman delivering a slide presentation at an education session in The Exchange at IMPACT 2025. Indicate your interest to speak at IMPACT 2026.

Speakers

So many insightful voices. Add yours!

We need lots of great speakers to make the education at IMPACT happen. Have something to contribute? Let us know!

Indicate your interest

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.

Jonathan S. Beatty, Managing Director, Head of Schwab Advisor Services, speaking onstage at IMPACT 2025.

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.

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

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)

Email us your questions, including those involving administrative policies, complaints, self-reporting, or other designations not listed on this page.