CE Credit

SIFMA has been certified by the New York State Continuing Education Board as an Accredited Provider of continuing education in the state of New York.

CFP® CE CREDITS

This program is pending approval for CFP® CE hours by the Certified Financial Planner Board of Standards, Inc. Those seeking CFP® CE credit for appropriate sessions must sign the attendance sheet located at the conference registration desk. A certificate of attendance will be provided following the conference.

FIRM ELEMENT

Credit for Firm Element Continuing Education is determined by your firm. Please consult your training or compliance department by providing a copy of the Sales and Marketing Conference Program and your certificate of completion for their consideration.

Contact Laura Brightbill at 212-618-0547 for more information on the CE credits.