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CE Process

1. Register for the program

Select CFP® credits or CIMA® credits or select both. This can be changed at any time if needed by accessing Manage Account

2. Which courses have CE credit?

The content eligible for CE credit is highlighted on the CE content page. To be eligible to received CE credit, you must take and pass the associated quiz with a score of 70% or above.

3. Can I retake a quiz?

If you need to retake a quiz, you may do so to obtain a 70% passing score.

4. What are the next steps after taking the quiz?

CFP® Credits
You will receive an e-mail confirming your CE credits have been submitted to the CFP Board. Once these credits have been accepted by the Board, they will send a confirmation e-mail. We will need your CFP number when you register to ensure we can report CFP credits.
CIMA® Credits
Self-report CE credits by visiting the Investments and Wealth Institute™ website following the instructions provided and using information in the e-mail received.

5. How do I view my CE credits earned and courses completed?

You will be able to see CE credits received on the CE content page. At that time, additional content may be accessed. Please note that even though the course may be completed, it may be pending with CFP or the Investments and Wealth Institute™.

There are risks involved with investing in ETFs, including possible loss of money. Index-based ETFs are not actively managed. Actively managed ETFs do not necessarily seek to replicate the performance of a specified index. Both index-based and actively managed ETFs are subject to risk similar to stocks, including those related to short selling and margin maintenance. Ordinary brokerage commissions apply.

Shares are not individually redeemable and owners of the shares may acquire those shares from the Fund and tender those shares for redemption to the Fund in Creation Unit aggregations only, typically consisting of 10,000, 50,000, 75,000, 100,000, or 200,000 shares.

CRPS® is a registered service mark of the College for Financial Planning. Individuals who hold the CRPS® designation have completed a course of study encompassing design, installation, maintenance and administration of retirement plans.

INVESTMENTS AND WEALTH INSTITUTE™ is a service mark of Investment Management Consultants Association Inc. doing business as Investments & Wealth Institute. CIMA®, CIMC®, CPWA® and CERTIFIED PRIVATE WEALTH ADVIORĀ® are registered certification marks of Investment Management Consultants Association Inc. doing business as Investments & Wealth Institute. 07.171222.05-0675.ctrl@2017 Investments & Wealth Institute.

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