Premier Quality. Practical Application. Convenient Delivery.
These are the top reasons your fellow members choose our online programs for their ongoing education. Explore our online learning formats and browse the Online Catalog to search for programs that are best for you.
5–20 CE hours
Interactive
Quizzes
1 CE hour
Quick
Convenient
1–4 CE hours
Real-time
Expert Q&A
Immerse yourself in a fundamental skill or knowledge-set with a self-paced course.
Designed to be comprehensive and interactive, courses can take between 5 and 20 hours to complete. They contain quizzes to affirm that you have met the learning objectives for the curriculum. Course activities can include readings, lectures, case studies, and sample documents.
Value Add! Investments & Wealth Institute is proud to be a CFP Board Quality CE Partner. In addition to qualifying for CIMA®, CPWA®, and RMA® CE credit, our self-paced courses are approved for CFP CE and can be submitted to CFP Board on your behalf.
Maintain your competitive edge by listening to quick, on-demand recordings of sessions from our premier conferences. Designed to be informative and convenient, recordings are only one hour and can be purchased alone or in bundled packages.
Value Add! Everything we offer to support your continuing competence as a practitioner is peer-selected and peer-reviewed, so you can trust it will be relevant and applicable to your real-world practice.
Learn from and ask questions of experts in real-time from the comfort of your home or office.
Let us bring the experts to you with our Focus On virtual conference series. Each quarter, join us remotely for a half-day of advanced education on a focused industry topic. Or, enjoy a one-hour webinar presented by one of our industry partners.
Value Add! Can’t make the date and time? All registered attendees automatically receive a copy of the recording after the event, so you can register now and watch later.
Upcoming Events:
Jun. 10, 2020: Focus on HNW Client Specialization
Aug. 26, 2020: Focus on Retirement Income Strategies
Nov. 10, 2020: Focus on Investment Portfolios for HNW Clients
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