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.

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CFP® Courses

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

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IWI Courses

IWI 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.

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CFP® plus IWI Credits

CFP® plus IWI Credits

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

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IAR CE Courses

IAR CE Courses

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

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Self-Study CFP® Courses

Self-Study CFP® Courses

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

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Self-Study IWI Courses

Self-Study IWI Courses

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

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