Investments & Wealth Inst Investments & Wealth Institute Certification CE Requirements

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If you have any questions, feel free to call our support services as 877-488-9308. To view the course catalog, select your license type from the drop-down menu and select refresh.

Current Catalog:

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Investments & Wealth Institute CE Requirements

Investments & Wealth Institute Certification CE Provider Number: 114975

If Insurance CE credit is declined at the time of course purchase, it is not guaranteed that the credit may be added later due to course delivery requirements differing from state to state. Please contact WebCE Customer Service for further questions.

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What are the CE Requirements for the Investments & Wealth Institute Certification?

CIMA^®, CPWA^® & RMA^® Certificants

40 hours total

Are there any subject area requirements for Investments & Wealth Institute CE?

Ethics: 2 CE hours
Taxes and Regulations: 1 CE hour

Can Investments & Wealth Institute CE courses be repeated?

Courses cannot be repeated more than once in a 2 year license term.

When does Investments & Wealth Institute CE have to be completed?

The last day of the renewal month every two years. The expiration date can be accessed by logging into the Investments & Wealth Institute website.

Can Investments & Wealth Institute CE course hours carry over to the next renewal cycle?

A maximum of 10 CE hours earned during the last six months of a certification period may be carried over to the next two-year certification period.

What is the renewal process for a Investments & Wealth Institute Certification?

Complete and report CE credits
Note: The certification period begins on the first day of the month that the license is effective and expires on the last day of that month, two years later.
Pay a certification renewal fee
Complete the compliance requirement – indicating continued adherence to the Institute’s Code of Professional Responsibility, and Rules and Guidelines for Use of the Marks, as well as disclosing any federal/state regulatory actions or complaints.

What are the WebCE Investments & Wealth Inst Certification CE course requirements?

WebCE courses are online self-study courses with non-monitored open-book final exams.
Passing score: 70%
If the final exam is not passed on the first attempt, students have an unlimited number of retakes.

What is the access period for WebCE Investments & Wealth Inst Certification CE courses?

12 months from the original date of purchase

How often does WebCE report Investments & Wealth Inst Certification CE course completions?

Every business day
Self-reporting can be done online by logging into your IWI account.

Does WebCE supply a certificate of completion for Investments & Wealth Inst Certification CE courses?

Online PDF certificates of completion are available to print immediately after the final exam is passed. Certification holders must keep a copy of each certificate of completion in the event they are selected for audit.

Who to contact for additional questions

Investments & Wealth Institute

Phone: 303-770-3377
Email: [email protected]
Website: https://investmentsandwealth.org

This information is based on state laws and regulations and is subject to change. WebCE makes every effort to make sure this information is current and accurate, however, WebCE is not engaged in rendering legal or professional advice and shall not be held responsible for inaccuracies contained herein. We urge you to check with your certification regulating body for complete and current information about its licensing rules and requirements.

Last updated on 2/22/2024

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