CPE and CLE credits are only available for those who attend the conference live.

Continuing Legal Education (CLE) Credit

ICI is an accredited course provider for California and Pennsylvania. Application for Continuing Legal Education (CLE) approval will be submitted by ICI to Illinois and Missouri. New York attorneys needing CLE credit, please refer to the New York’s CLE board approved jurisdiction policy. The eligible number of CLE credits will be determined after the program is finalized. Because credit requirements vary by state and are governed by different regulatory agencies, please contact your governing body to learn if this program meets your individual requirements.

Continuing Professional Education (CPE) Credit

Upon completion of the program, each participant will be eligible for CPE credit. The eligible number of CPE credits will be determined after the program is finalized. 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 through its website: www.nasbaregistry.org.

Learning objectives:

To provide information to the investment company independent director community about current topics of interest, including industry trends, investment performance oversight, proxy voting, and fund governance. 

Program level:


Delivery mode:

Group internet based program

Recommended Field of Study:

Specialized knowledge


No prerequisites or advance preparations are necessary for this conference.


Please remember to remain logged in and actively participate if applicable.

Certificates will be emailed to the address provided in your registration. CLE certificates of attendance will be emailed after state approval(s) are received, which may take up to four to six weeks. 

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 before the start of the conference. ICI will review the submitted materials and inform you whether you have been approved for financial aid.

For additional questions, please contact Judy Lee at cpe@ici.org or cle@ici.org.