Continuing Legal Education (CLE) Credit
ICI is an accredited California and Pennsylvania course sponsor and will submit an application for CLE approval to Illinois and New York. This program may be eligible for approximately 5 hours of CLE credit. 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 check in and out all required sessions.
CLE certificates of attendance will be sent via mail/emailed after state approval(s) are received, which could take up to six 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 2026 Retail Alternatives and Closed-End Funds Conference, each participant will be eligible for 7 hours 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 other retail alternatives and the trends in such offerings, as well as the perspective of fund sponsors, fund shareholders, independent directors, attorneys, and regulators |
| Program level: | Basic |
| Delivery mode: | Group live course |
| Recommended field of study: | Specialized knowledge |
| Prerequisites: | No prerequisites or advance preparations are necessary for these programs. |
Attendance
More information on the procedures will be provided in advance of the conference. 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 two to four 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 $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.