What do I need to do to maintain my CIMA®, CPWA®, and RMA® certifications?
Complete and report a total of 40 CE hours including two ethics hours and one hour of taxes and regulations
Pay the certification renewal fee
Complete the compliance requirements—Compliance (U4 disclosures) and Investments & Wealth Institute Code of Professional Responsibility disclosure
Please review the Renewal Requirements page for more information on maintaining certification.
Do I have to be an IWI member to keep my certification?
All CIMA®, CPWA®, and RMA® certificants receive an automatic Investments & Wealth Institute Basic membership that lasts two years. If you maintain your certification, then you’re an active member.
IWI membership aligns with your certification renewal date. While a Basic membership is provided, members can upgrade to Signature or Elite membership at the time of renewal or anytime during their two-year membership period. By upgrading to Signature or Elite membership, certificants receive exclusive benefits to the CE library, discounts on events and courses, and more.
Do I have to earn all CE hours with Investments & Wealth Institute?
No. CE can be earned from a variety of preapproved providers as well as Investments & Wealth Institute. Visit the CE Sponsors page to find the preapproved providers.
How can I restore my expired CIMA®, CPWA®, or RMA® certification?
There is an option available to former CIMA®, CPWA®, or RMA® certificants to reinstate their right to use the registered Marks by completing a continuing education requirement. Reinstatement is not available to former CIMC® designees.
A reinstatement application must be submitted to initiate reinstatement process. A reinstatement fee of US$300 must accompany the application, and the individual must pass a background check for the reinstatement application to be accepted. Upon acceptance, the applicant must complete and report 60 CE hours, including 2 hours of ethics, and 1 taxes/regulations CE hour within 6 months of the reinstatement application being accepted.
Can I carry CE hours over into my next renewal period?
Yes. CIMA®, CPWA®, and RMA® certificants can carry over up to 10 CE hours to the next renewal period if they were earned within the last six months of the current period.
Do I have to earn 120 hours of CE if I hold all three designations?
No. The CE topics and hours that are accepted apply toward all three certifications.
Can I have an extension to get my CE hours?
No, unfortunately extensions are not available.
Not Licensed: Certificants who have not met the three renewal requirements will receive an email stating they are no longer licensed on the next business day after certification renewal requirements are due. Then you will have an additional week to meet all requirements before receiving an official relinquishment letter.
Relinquishment: A Relinquishment letter, reinstatement policy, and reinstatement application are mailed via certified mail one week after the “Not Licensed” email is received.
When will I receive a renewal reminder?
You will receive automated emails leading up to your renewal date, starting 1 year from your renewal date.
I can’t meet my CE requirements because I am having medical issues. What should I do?
We offer a leave of absence for IWI certificants in this situation. Please send an email (30 days before renewal date) requesting a leave of absence (LOA) to firstname.lastname@example.org. LOA requests are typically approved for a variety of reasons, including personal illness, family emergency, pregnancy difficulties, taking care of a sick family member, and more. Unfortunately, unemployment and job changes aren’t LOA-approved.
I’m retiring. Is there a retirement status?
No, we do not offer a retirement status. You can remain certified if you meet all three renewal requirements. Certificants who are retiring may submit a request to voluntarily drop their certification. “Voluntary Drop” status means you will no longer be certified. Should you wish to reclaim certification, you will have to go through a reinstatement process. Voluntary Drop requests must be sent to email@example.com.
I need to verify my certification. Can I receive something in writing that confirms I hold certification and it is in good standing?
Yes. We have an email named “Letter of Good Standing” that confirms you hold an active certification, and it is in good standing.
Can I pay the certification renewal fee over the phone?
No. We do not accept payments over the phone. Certification renewal payments may be paid online under the “My Renewal Requirements” area of your account Dashboard.
How can I submit my CE?
You may report CE online through your Dashboard. After logging into your Dashboard, click “Report CE” to begin the reporting process.
Can I see all the courses that have been posted to my CE record?
Yes. Under the “My Renewal Requirements” area of your Dashboard you’ll find a CE Summary button that provides a summary of CE courses and programs that have been reported to your current renewal period.
Can I get a CE summary for a past renewal period?
Yes. Click the “CE Summary Button” under “My Renewal Requirements.” You’ll see a drop-down menu at the top of the page that will allow you to select a past renewal period.
How can I obtain a receipt for a payment I made?
You may print a receipt from the “My Transactions” area of your Dashboard. You’ll see a “My Transactions” link on the left side of your dashboard.
I’m planning to attend a conference next week that is not pre-approved. Can you tell me if it will be accepted for CE?
Unfortunately, we are unable to verify CE over the phone. Also, we are unable to review events before they occur.
Is there someone I can talk to about my certification?
Yes, please contact us at +1-303-770-3377 to speak with a Customer Care Representative, or reach out us via email at firstname.lastname@example.org.