Kaplan University School of Professional and Continuing Education Kaplan University School of Professional and Continuing Education

Investments & Wealth Institute CE Credit for CIMA®, CIMC® & CPWA® Certifications

IMCA CE Credit

Kaplan Financial Education's CE courses are accepted by Investments & Wealth Institute® for CE credit towards the following designations:

  • CIMA® - Certified Investment Management AnalystSM
  • CIMC® - Certified Investment Management Consultants
  • CPWA® - Certified Private Wealth Advisor®

​See Courses Approved for Investments & Wealth Institute CE Credit »

Important filing and completion information

If you are taking a Kaplan Financial Education CE course for credit toward a CIMA®, CIMC®, or CPWA® certification, follow these steps:

  1. Review the approved course list for Institute CE credit - Please note: Institute credit is not available in all states or for all courses.
  2. Complete the state insurance CE course and exam: click here, then choose your state.
  3. Download and complete the request form for an additional completion certificate: Download It Now »

If you hold the CIMA®, CIMC®, or CPWA® certification(s) you may report this CE program online. Follow the steps below to report this CE program online. 

  1. Log in to your account at http://investmentsandwealth.org/login.
  2. Fill In: Program ID# and Date Attended fields
  3. Leave Blank: Provider Name