Continuing Legal Education (CLE) Credit
Conference participants will generally receive CLE credit, with the conference sponsor cooperating to certify attendance. Applications for approval will be submitted by the Investment Company Institute (ICI) to Illinois. ICI is an accredited course sponsor for California and Pennsylvania. 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. To be eligible for CLE credit, you must attend the conference in person; it is not available for those who view the conference on demand. CLE certificates may take up to six months and will be emailed upon state approval.
If you have any questions regarding administrative policies or CLE credit, please contact ICI at 202-218-3575 or CLE@ici.org.
Continuing Professional Education (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. CPE credit is for in-person participants only and is not available for those who view the conference on demand. CPE certificates will be emailed to you two to four weeks after the conference.
| Learning objectives: | To provide updates on current securities law and other US and global legislative and regulatory developments affecting registered investment companies and investment advisers |
| 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 |
If you have any questions regarding administrative policies or CPE credit, please contact ICI at 202-218-3575 or CPE@ici.org.
Attendance
ICI will be tracking attendance and calculating credit through an online portal. Detailed instructions will be provided in advance of the conference. Please note that late arrivals, early departures, extended breaks, and not checking into sessions will result in a reduction of the credit awarded.
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 $75,000 or less.
| Unemployed: | Full scholarship |
| Income up to $50,000: | 75 percent discount |
| Income $50,000 to $75,000: | 50 percent discount |
| Income above $75,000: | No discount |
Financial aid does not include any reduction in meals, lodging, or travel costs associated with this program.
To apply for financial aid, please send an email to CLE@ici.org, 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.
If you have any questions regarding administrative policies, CLE credit, or CPE credit, please contact CLE@ici.org and CPE@ici.org.