Frequently Asked Questions

Top Questions for the Essential Event for the Financial Advice Community

Updated February 27, 2020. Regarding the current Coronavirus (COVID-19) outbreak.

INSITE is still on course to go on as planned. We are monitoring the situation and are mindful of concerns. If the status changes we will act expeditiously to keep you informed. In the meantime, we encourage you to become familiar with the World Health Organization's suggested safety precautions, which include:

  • Washing your hands for 20 seconds and using alcohol-based hand sanitizer
  • When coughing and sneezing, cover mouth and nose with flexed elbow or tissue – discard tissue immediately into a closed bin
  • Avoid touching your eyes, nose and mouth with unwashed hands

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.