Frequently Asked Questions

Q. Where will Institute events take place?
A. All Institute activities and events will take place at the Coronado Island Marriott Resort & Spa.

Q. Where do I pick up my registration material and name badge?
A. Registration will be open Sunday, February 9 from 5:00–7:30 p.m. Along with Registration, there will be appetizers, dinner, and open bar. (Your guest is also welcome to attend for an additional fee.)

Q. What can my guest/spouse attend?
A. Your guest can attend the Sunday dinner, Monday reception and Tuesday dinner for an extra fee. Your guest may also attend the Monday and Tuesday Q&A sessions at no additional charge. Guests are not permitted to attend the classes, breakfasts, or lunches; they are for full paid attendees only.

Q. How do I make my room reservation at the Coronado Island Marriott Resort & Spa?
A. Reservations must be made no later than January 22, 2020 to receive the group rate. Reservations made after this date are subject to the resort’s space and rate availability. Call 800-228-9290 and request the “Society of Financial Service Professionals” rate.

Q. If I want to come early, can I still get the special room rate?
A. The special room rate will be offered 3 days before and 3 days after the Institute, based on availability. Because this is “high” season, we recommend that you book early.

Q. How many CE credits can I earn at the Institute?
A. You can earn up to 18 hours of Insurance and CFP credit, depending on your resident state (refer to the CE Credit info tab on this site for regular updates on your state’s CE credit approvals). You can also earn PACE, accounting, legal and banking credit. Be sure to bring your resident state insurance license number, CFP license number, or legal license number with you. In order to earn insurance credit, you must attend the entire program from Monday-Wednesday.

Q. What is the dress for the meeting?
A. Sports or business casual clothes selected for comfort and informality will be the rule during the Institute week. Because it is virtually impossible to have the room temperature perfect for every individual, please bring a sweater or light jacket with you to the classroom.

Q. I have special dietary restrictions. What should I do?
A. Contact Amy Johnson by email or by phone 610-526-2516 and tell her what you need. In order to give the resort enough time to prepare, please do this at least 3 weeks before the Institute.

Q. I’m thinking of bringing 2 people from my study group with me. Can we get a discount?
A. If you are bringing a group of 2 or more people (including yourself) the entire group can receive a discount. See Registration Page for pricing. All participants must register together to qualify.

Q. My company might like to be a sponsor—what is available?
A. There are many opportunities to be a sponsor. Go to the Sponsorships area of the website for suggestions. If you have an idea for sponsoring something you don’t see there, call Michelle Connor 610-526-2561 to discuss your idea.