Reporting CE Credits from IWI Conferences

Increase your professional skills and knowledge, expand your network, and further enhance your career prospects and marketability within the financial advising industry by attending one of IWI’s conferences—with the added benefit of earning continuing education (CE) credits toward your certification educational requirements.

CE Reporting by Certification

Investments & Wealth Institute®

CIMA®, CPWA®, RMA® Certifications—As a benefit of attending the Institute’s premiere events, your CE credit hours will be automatically reported on your behalf and reflected in your online account approximately two weeks after the event.

CFP® Board

If you hold a CFP® certification, IWI will report attendance on your behalf to the CFP Board approximately two weeks after the event. Note: the CFP ID field on your IWI dashboard account must be completed and accurate for this process to occur.

To verify: log in to your dashboard account and click “edit demographics” in the profile details to locate the CFP ID field.

Other Certifications & Licenses

Upon request, the Institute will provide a certificate of attendance after the conference for you to other certifying bodies apart from IWI or the CFP Board (e.g., state insurance departments, bar associations, etc.).

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