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2018 Mutual Funds and Investment Management Conference
March 18–21
San Antonio, TX

CONTINUING LEGAL EDUCATION (CLE) CREDIT

Applicants will generally receive CLE credit, with the conference sponsors cooperating to certify attendance. Application for approval will be submitted by the Federal Bar Association to the appropriate state agency. This program should qualify for approximately 10 hours of CLE credit. 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 this program, each participant will be eligible for 14 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.

Learning objectives:

To provide updates on current securities, tax, and other legislative and regulatory developments affecting registered investment companies and investment advisers

Program level:

Basic

Delivery mode:

Group-live course

CPE certificates were available at the conference registration desk.

No prerequisites or advance preparations were necessary for these programs.

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, applicants were asked to submit a completed registration form, along with a letter stating your interest in attending the specific program. Law students were required to include a copy of their current student ID card. All requests for financial aid had to be submitted at least four weeks before the start of the conference. ICI reviewed 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 jlee@ici.org.