1. Audit-proof CE – a certificant may be audited, but the Premier CE earned through Investments & Wealth Institute live, print and online educational programs will not be audited.
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2. No fees – Your registration fees cover all CE reporting costs.
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3. Quality, relevant content– Investments & Wealth Institute updates all of its investment, wealth, and retirement management content regularly through a job analysis process. All Institute live and online educational offerings are mapped to this Investments & Wealth Competency Matrix.
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4. Auto-Reporting – The Institute uses various forms of assuring participation in its CE-accepted programs, and we automatically report Premier CE into your record within two weeks of the activity.
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| 5. CFP® Quality Partner Status – Investments & Wealth Institute is a CFP Board CE Quality Partner. For CFP® professionals who are members of the Institute, this is an added benefit and assurance that we consistently and accurately upload your CFP® continuing education credit to the CFP Board. |