Year-end portfolio and tax planning

To receive CE credit from CIMA and/or CFP (CFP credit available for U.S.- based registrants only) for watching this program you must complete the following quiz. 

*Investments & Wealth Institute® has accepted this program for 1 hour of CE credit towards the CIMA®, CPWA®, CIMC®, and RMA® certifications.*


    • Remember to enter your continuing education board ID number to ensure we can submit your information for credit
    • You must answer at least 7 questions correctly to receive credit
    • Please allow around 10 business days for CE credit processing
*We will NOT honor or process continuing education submissions unless there is record of this program being watched in FULL*

Due to the high volume of submissions, please email if you encounter any issues.
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Quiz Questions