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The only thing better than coming to the APIC Conference - is coming for Free!

This is our latest information on ENC and Tuition Reimbursement, but please note that this information is subject to change by the firm, so as the kids say "Your Mileage May Vary".

Tuition Reimbursement

Attendees with CFP, CIMA, CPWA and RMA designations may be eligible for tuition reimbursement to cover the registration cost of attending the conference. Please refer to the firm's Tuition Reimbursement Policy , which is linked within the Wealth Management Expense Policy available on 3D.

BDA / AFG / Expense Reimbursement

If you will be using BDA/AFG or requesting expense reimbursement for attending an APIC event, you must file an enc in advance of attending the event. Begin by opening your firm browser and entering "enc" in the address line.

The "Cheat Sheet"

Page 1:

Region: Americas

Cost Center: (this can be found by looking yourself up in the corporate directory)

Business Unit: Should populate from your cost center

Division: Should populate from your cost center

Event Type Category: Non Client

Event Type: Professional Development Program

Page 2:

Job Number: No (this will be assigned to you after approval of the form)

Event Title: 2024 APIC Conference

Complete Proposal Details: To attend the Annual APIC Educational Conference

Projected Attendance: Enter the numbers you are requesting attendance for - such as just 1, unless you are filing on behalf of your team.

Are you signing a contract? No.

Do you plan to buy? No.

Has an external Product Vendor offered...? No.

Page 3:

Using the account list, specify the estimate for those categories you would like to be covered. The following amounts are used as estimates only and should be adjusted for your specific case.

Hotel: $630

Airfare: $600

Travel-Meals/Beverages: $150

Travel-Taxi/Local Trans: $60

Training/Certification Courses: $695

Remarks: Please specify that you will be staying at the event-specific hotel.

Page 4:

Review the proposal and submit to your manager for approval.

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