Professional Designation CE

Rest assured that our Accreditation Department will promptly submit your earned CE credits to the appropriate governing bodies, such as the CFP Board and/or IWI, within two (2) business days of completion.

Earn Professional Designation CE Credits

Choose the method that works best for you and meet your CE credit requirements.

2-hour CFP® Ethics CE Live Webinar OR Online Course

Meet your compulsory 2-hour CFP® ethics CE requirement. Select between a 2-hour live webinar OR convenient online course.
(Also approved for 2 CE credit hours of IWI & IAR Ethics.)

Webinar registration Order online course

CFP® CE Courses

Choose from a wide variety of CFP® courses that are specifically designed to help you meet the CE requirements of the CFP Board.
 

Order online

IWI Courses

IWI CE Courses
(CIMA®, CPWA®, and RMA®)

Select from a wide variety of IWI courses that are specifically designed to help you meet the CE requirements of the IWI Board.

Order online

CFP® plus IWI Credits

CFP® plus IWI CE Credits

Our courses are designed to meet the requirements of both designations and can help you fulfill your CE obligations efficiently and effectively.

Order online

IAR CE Courses

IAR Online CE Courses

Complete NASAA’s new investment adviser CE model rule requirements with our online training courses.
 

Order online

Self-Study CFP® Courses

Self-Study CFP® CE Courses

Complete your CFP® CE requirement with downloadable pdf files or printed course materials.
 

View courses

Self-Study IWI Courses

Self-Study IWI CE Courses

Complete your IWI CE requirement with downloadable pdf files or printed course materials.
 

View courses

IAR CE Courses

Self-Study IAR CE Courses

Complete your IAR CE requirement with downloadable pdf files or printed course materials.
 

View courses