2021 Virtual Closed-End Fund Conference

2021 Closed-End Fund Virtual Conference CLE/CPE Credit

November 9 and 10

Continuing Legal Education (CLE) Credit

The live program has been approved by California and Pennsylvania for CLE credit. Application for CLE approval will be submitted by ICI to Illinois and Missouri. New York attorneys who need CLE credit should refer to the New York’s CLE board approved jurisdiction policy.

This two-day live program may qualify for approximately 4.5 hours of CLE credit. Recordings may not be eligible for CLE credit. Because the credit requirements vary from state to state and are governed by different regulatory agencies, some states may award less than 4.5 hours of credit, and we suggest that you contact your governing body to learn if this program meets your individual requirements.

Continuing Professional Education (CPE) Credit

Upon completion of this two-day live program, each participant will be eligible for approximately 5.0 hours of CPE credit. Recordings are not eligible for CPE credit. ICI is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors.

Learning objectives: Keep up to date on issues and emerging trends affecting closed-end funds, as well as benefit from the unique perspective of fund sponsors, fund analysts, attorneys, and regulators.
Program level: Basic
Delivery mode: Group internet-based course
Recommended field of study: Specialized knowledge
Prerequisites: No prerequisites or advance preparations are necessary for this conference.

Certificates will be emailed to the address provided in your registration. CPE certificates may take up to four weeks to process. CLE certificates may take up to four to six weeks depending on when ICI receives approval(s). Please remember to remain logged in and respond to all polling questions when prompted.

Financial Aid Policy

ICI will make full or partial scholarships available for Institute conferences to lawyers and law students experiencing financial hardships. Under this policy, a financial hardship is defined as income of $35,000 or less.

No income: 100 percent discount
Income below $35,000: 50 percent discount

Income above $35,000:

No discount

To apply for financial aid, please submit a completed registration form, along with a letter stating your interest in attending the specific program. Law students must include a copy of their current student ID card. All requests for financial aid must be submitted at least four weeks prior to the start of the conference. ICI will review the submitted materials and inform you whether you have been approved for financial aid.

If you have any questions regarding administrative policies, CLE credit, or CPE credit, please contact Judy Lee at 202-218-3575 or cpe@ici.org or cle@ici.org.