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On-Demand CE Library

We know you can’t join us for every live Investments & Wealth Institute conference, so we’ve captured the best sessions for you to experience online. Our On-Demand CE Library is a convenient way for you to earn continuing education hours for your CIMA and CPWA certification from your laptop or mobile device, whenever and wherever it’s convenient for you.

Ethics On-Demand

1 ethics CE credit hour
Assortment of recorded broadcasts that all qualify for ethics credit for Investments & Wealth Institute certifications
 

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One-Hour, On-Demand 

1 CE credit hour
Assortment of recorded broadcasts on focused topics most relevant to today's advisors
 

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Annual Conference Experience On-Demand

8 CE credit hours
Recorded sessions from the Annual Conference Experience live event held in May 2018
 

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Applied Behavioral Finance Online Course

20 CE credit hours
Assessment-based certificate program featuring lectures and readings from behavioral finance experts including Ariely, Lo, Moskowitz, and more
 

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Behavioral Finance for Advisors On-demand

5 CE credit hours
Recorded sessions from the Behavioral Finance for Advisors live event held in September 2018 in Toronto, Ontario
 

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Blockchain and Beyond On-demand

1.5 CE credit hours
Recorded session from the Advanced Business Strategist live event held in September 2018, in conjunction with the Wharton School
 

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Critical Thinking and Decision Traps On-Demand

2.5 CE credit hours
Recorded sessions from the Advanced Business Strategist live event held in September 2018, in conjunction with the Wharton School
 

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Endowments & Foundations Consulting Online Course

13 CE credit hours
Assessment-based certificate program that teaches advanced methods for institutional investment consulting with endowments and foundations clients
 

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Essentials of Investment Consulting Online Course

15 CE credit hours
Assessment-based certificate program that explores core topics related to a five-step investment consulting process and fundamental mathematical concepts that support that process
 

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Exceptional Advisor Online Course

5 CE credit hours, including 1 ETHICS hour
Assessment-based online course that teaches how advisors leverage their designations to communicate value and build client engagement
 

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Focus on Advanced Portfolio Construction with ETFs On-Demand

4 CE credit hours
Recorded sessions from the Focus on Advanced Portfolio Construction with ETFs live event held in July 2018
 

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Focus on Advising the Great Wealth Transfer On-demand

4 CE credit hours
Recorded sessions from the Focus on Advising the Great Wealth Transfer live event held in November 2018
 

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Focus on Global Macroeconomics On-Demand

4 CE credit hours, including 1 ETHICS hour
Recorded sessions from the Focus on Macroeconomics live event held in December 2017
 

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Focus on Managing Retirement Risk On-Demand

4 CE credit hours
Recorded sessions from the Focus on Managing Retirement Risk virtual event held in August 2018
 

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Focus on Monetizing Closely Held Businesses On-Demand

6 CE credit hours
Recorded sessions from the Focus on Monetizing Closely Held Businesses live event held in March 2018
 

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Focus on U.S. Tax Law Changes On-Demand

4 CE credit hours
Recorded sessions from the Focus on U.S. Tax Law Changes virtual event held in February 2018
 

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Fundamentals of Exchange-listed Options Online Course

8 CE credit hours
Assessment-based certificate program that teaches foundational options knowledge and skills with practical strategies that can be implemented immediately
 

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Investment Advisor Forum On-Demand

6.5 CE credit hours
Recorded sessions from the Investment Advisor Forum live event held in January 2018
 

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The Investment Consulting Process Online Course

10 CE credit hours
Assessment-based certificate program that explores core topics related to a five-step investment consulting process
 

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A Master's View of Driving Innovation On-Demand

4 CE credit hours
Recorded sessions from the Advanced Business Strategist live event held in September 2018, in conjunction with the Wharton School
 

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Math for Investment Consultants Online Course

5 CE credit hours
Assessment-based certificate program that teaches fundamental mathematical concepts that support the investment consulting process
 

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Wealth Advisor Forum On-Demand

4 CE credit hours
Recorded sessions from the Wealth Advisor Forum live conference held in October 2018 in Chicago, IL
 

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