CIMA/CPWA
Course Catalog

with CFP Credit

NO STATE CREDIT AVAILABLE WITH PURCHASE FROM THIS CATALOG.


Due to State regulatory guidelines we cannot submit ANY State Insurance credit if you purchase a course from this catalog. If you need State Insurance visit your resident state catalog. If IMCA credit is available for a course it will be available for purchase from that catalog.

Click Here to select and view resident State Insurance approved courses.


Compliance Requirements

View CIMA/CPWA® Professional CE Requirements.
View CFP® certificant CE Requirements
.

Reporting Schedule:

Broker Educational Sales & Training, Inc. reports CE credits at the end of each business day.

Exam Requirements

Courses for the CIMA/CPWA® Professional do not require a monitor.
Courses for the CFP® certificant do not require a monitor.

  Courses must be completed by 10/31 of current year.


To view a description of the course content click on the course name.
Course with CFP Credit
Credit Hours
Price
 

 Ethical Practices for Professionals

CFP: 2 
CIMA:  2
38.95

 Ethics for the Insurance Producer

CFP: 5 
CIMA:  5
54.95

 The Advisors Guide to 401(k) Plans

CFP: 5 
CIMA:  5
54.95

 Advisors Guide to Medicare and Medicaid

CFP: 5 
CIMA:  5
54.95

 The Advisors Guide to Social Security Benefits

CFP: 5 
CIMA:  5
54.95

 The Advisors Guide to Annuities and Ethical Practices

CFP: 10 
CIMA:  6
64.95

 The Advisors Guide to IRAs

CFP: 10 
CIMA:  5
58.95

 The Advisors Guide to Social Insurance Programs

CFP: 10 
CIMA:  5
58.95

 Estate Planning

CFP: 10 
CIMA:  10
70.95

 Guide to Retirement Planning Strategies

CFP: 10 
CIMA:  5
58.95

 Retirement Planning

CFP: 10 
CIMA:  5
58.95

 Small Business Retirement Plans and Ethical Practices

CFP: 10 
CIMA:  10
70.95