The Institute’s mission is to deliver premier investment consulting and wealth management credentials and world-class education.
This mission enhances quality service to the public through the development and promotion of high standards and best practices for the investment and wealth management disciplines and advocating their use in the organizations and teams with whom Institute professionals are affiliated.
Date and Time
April 30, 2023 - May 3, 2023
6:00a - 7:00p PST