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Registration & Fees (USD)
- $249 Member
- $449 Join & Learn
Learners must watch each session and pass a corresponding quiz to receive continuing education (CE) credit. Credit is awarded after each individual session. The following entities have accepted it for CE credit:
Investments & Wealth Institute®
- up to 4 hours of CE credit for CIMA®, CPWA®, and RMASM certifications
- Uploaded within 24-48 business hours of completing each individual session, which requires obtaining a 70% grade or higher on the corresponding quiz
- up to 4 hours of CE credit for CFP® certification
- Reported on your behalf to CFP Board within 2 weeks of completing each individual session, which requires obtaining a 70% grade or higher on the corresponding quiz
The CFP ID field on your Institute account must be complete and accurate for this process to take place. To verify: log in to your account, navigate to the "dashboard", and click "update my demographic information" on the right-hand side to locate the CFP ID field.
The Institute is proud to be a CE Quality Partner of CFP Board. Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.
This program is only available for online viewing through February 28, 2019
, regardless of the date purchased.
Upon successful registration, learners will receive two emails: one including a transactional receipt and a second including navigation instructions for accessing the content. Please monitor your inbox and spam folders for these communications or contact the education department at email@example.com for assistance.