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2018 Tax and Accounting Conference
September 30–October 3
San Diego, CA

Continuing Professional Education (CPE) Credit

Upon completion of the 2018 Tax and Accounting Conference, each participant was eligible for 12 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.

Learning objectives:

To provide comprehensive update on accounting, audit, tax, and regulatory developments affecting investment companies.

Program level:


Delivery mode:

Group live course

CPE certificates were available at the conference registration desk.

No prerequisites or advance preparations are necessary for these programs.


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 required tosubmit a completed registration form, along with a letter stating 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 informed participants of whether they have been approved for financial aid.

If you have any questions regarding administrative policies or CPE credit, please contact Judy Lee at 202-218-3575 or jlee@ici.org.