ONLINE CIMA® & CPWA® CONTINUING EDUCATION COURSES

APPROVED CIMA & CPWA CERTIFICATION CE COURSES

WebCE is the trusted source for online advanced education courses for investment and wealth professionals. The Investments and Wealth Institute (IWI) requires financia professionals holding the CIMA® Certification or CPWA® Certification to complete 40 hours of continuing education, including two hours of ethics, every two-year license period. WebCE is proud to be approved by the Investment and Wealth Institute to provide continuing education credits for CIMA and CPWA certification holders through our audio-enabled continuing education courses.

Popular CIMA/CPWA Continuing Education Course Topics

  • Estate & Investment Planning
  • Ethics
  • Retirement Savings & Income Planning
  • Tax Planning and more

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CIMA CPWA Profressionals


 

ADD CFP® CE & INSURANCE CE CREDITS TO YOUR CIMA/CPWA COURSES

WebCE can help save you time and money with multi-credit CE/CPE courses. Earn continuing education credit for a variety of license types and designations with just one CE course and one exam. Our CIMA & CPWA catalogs give certification holders the opportunity to add Insurance and CFP® continuing education credits to your CIMA/CPWA CE courses for minimal fee. You have the option to add these additional CE credits to your CIMA/CPWA CE courses when you order.


Multi-Credit Courses

ELEVATE YOUR CAREER WITH CIMA® & CPWA® CERTIFICATIONS

Investors face increasingly complicated choices. They want specialized advice relevant to them and that they can act on with confidence. Advisors with the right kind of knowledge and skills to help clients effectively navigate this complex investment landscape have an exceptional opportunity. Financial advisors can obtain this knowledge and these skills by obtaining professional financial designations like the CIMA® Certification and CPWA® Certification.


Certified Investment Management Analyst® (CIMA®) is a professional certification for financial advisors and investment consultants in advanced portfolio construction. The program requires completing a sophisticated investment curriculum to help you meet the real‑world needs of individual and institutional investors. Achieving CIMA certification gives clients confidence that you have the sophisticated knowledge and expertise to provide sound advice as their needs and circumstances become increasingly complex.


Certified Private Wealth Advisor® (CPWA®) is an advanced education and certification program for financial planners and financial advisors who work with high-net-worth clients on the life-cycle of wealth: accumulation, preservation, and distribution. It’s designed for seasoned professionals who seek the latest, most advanced knowledge and techniques to address the sophisticated needs of clients with a minimum net worth of $5 million. Unlike credentials that focus specifically on investing or financial planning, the CPWA program takes a holistic and multidisciplinary approach. Candidates who earn the certification learn to identify and analyze challenges high-net-worth individuals face, and understand how to develop specific strategies to minimize taxes, monetize and protect assets, maximize growth, and transfer wealth.


CIMA Certification Overview CPWA Certification Overview