Our Investments & Wealth Institute CIMA, CPWA, and RMA CE Certifications & Designations course catalog is designed to empower professionals like you to meet regulatory requirements swiftly and with confidence. Our engaging online self-study courses allow you to learn at your own pace, anytime and anywhere, ensuring that you can balance your busy schedule without compromise. With a straightforward passing score of just 70% and unlimited retakes for peace of mind, we provide a seamless experience from start to finish. Enjoy the flexibility and reliability of our mobile-friendly platform while fulfilling your continuing education needs in a way that’s both efficient and stress-free. Take the next step in advancing your career today!
Investments & Wealth Institute Renewal Process
1. Get to know your requirements: Visit your regulators website or view your requirements on the WebCE catalog.
2. Complete coursework: Pick required courses, course topics that interest you, or choose something new to learn.
3. Submit paperwork and fees: Be sure to keep records of your certificates of completion for attaching with renewal or in the event of an audit.
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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.
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
When does Investments & Wealth Institute CE have to be completed?
Can Investments & Wealth Institute CE courses be repeated?
Courses cannot be repeated more than once in a 2 year license term.
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
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 3/12/2026