Continuing Legal Education (CLE) Credit
ICI is an accredited California and Pennsylvania course sponsor and will submit applications for CLE approval to Illinois and New York. Programs are subject to approval, and CLE credit is not guaranteed for all sessions. Because CLE 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. If required by your state CLE board, please remember to scan in and out of all required sessions.
CLE certificates of attendance will be sent via mail/email after state approval(s) are received, which could take up to four months.
If you have any questions regarding administrative policies or CLE credit, please email CLE@ici.org.
Continuing Professional Education (CPE) Credit
Upon completion of the 2023 Closed-End Fund Conference, each participant will be eligible for 4.0hours of 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 through its website: www.nasbaregistry.org. CPE credit is for in-person participants only and is not available for those who view the conference on demand.
Learning objectives: | Understand the issues affecting closed-end funds and the trends in closed-end fund offerings, as well as the perspective of fund sponsors, fund shareholders, independent directors, attorneys, and service providers. |
Program level: | Basic |
Delivery mode: | Group live course |
Prerequisites: | No prerequisites or advance preparations are necessary for this conference. |
Recommended field of study: | Specialized knowledge |
Attendance
Due to NASBA recordkeeping requirements, please be sure to sign in and sign out when you enter and exit each conference session. Self-scan kiosks will be available outside the meeting room. Information collected by this process is used by ICI and will not be shared with any other organization for any purpose other than NASBA-required audits. Late arrivals, early departures, and taking extended breaks may result in not receiving full credit. CPE certificates will be emailed to you four to six weeks after the conference.
If you have any questions regarding administrative policies or CPE credit, please email CPE@ici.org.
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 communicate whether you have been approved for financial aid.