Legal credit (CLE) will be available in all states. Accounting, Certified Financial Planner™, Certified Trusts and Financial Advisor, and Enrolled Agents PACE credit will be available nationwide.

The Institute offers up to 20 hours of continuing education credit. Individual states and disciplines determine the total number of credits awarded. (Approval status will be communicated as it becomes available.)

License numbers are required in order to receive credit.

Continuing education credit is administered by the Society of Financial Service Professionals.

The 2024 conference has been approved for the following credits in Florida. All other states are pending.

Certification Credits
Tax Law24.0
Wills, Trusts, and Estates24.0