👉 We're nearing the halfway point of 2025...

This program is pending acceptance for continuing education (CE) credit(s) by the Certified Financial Planner Board of Standards for the CFP® designation, The Investment and Wealth Institute for CIMA®, CPWA®, RMA®, and CIMC designations, The ETF Institute for the CETF® designation and The American College of Financial Services.
 

CFA Institute attendees holding the CFA® and CIPM® designations must download a Certificate of Completion and document all continuing professional development activities in their online CE tracker.
 

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