Frequently Asked Questions

Top Questions for the Essential Event for the Financial Advice Community

Educational Credits

Q: Will I earn continuing education (CE) credit for attending INSITE 2020?

A: Yes. Certified Financial Planner and Investments & Wealth Institute (formerly IMCA) CE credits will be offered. The CFA Approved-Provider Program has been discontinued. CFA Institute members are encouraged to self-document their continuing professional development activities in their online CE tracker. Check back to learn which sessions will offer CE Credits.

Guest Privileges

Q: Is my guest permitted to attend the general sessions or any breakout sessions noted on the agenda?

A: Adult guests are invited to meal functions only.

Q: Can I register a colleague from my firm as a guest?

A: Each person from a firm should register as an attendee. Guests have limited access to conference.

Parking at the Venue

Q: Will my parking be validated?

A: All attendees are responsible for their own parking fees. There is no parking validation.

Where to stay

Q: Where should I book my hotel room?

A: INSITE has secured two preferred hotels at a discounted rate. Please see the Hotel Information page for more information.

Conference Attire

Q: What is the attire for the conference?

A: Business casual is appropriate for all day functions. Smart casual is appropriate for the closing night networking event.

Security Procedures

Q: Should I bring photo identification to the conference?

A: Yes. Photo identification is required at registration.


Q: Are there plans for INSITE 2021?

A: Yes. INSITE 2021 will be held June 8-10, Orlando World Center Marriott, Orlando, Florida.