IAR CE Courses

Our courses are NASAA approved, regularly updated, written by industry experts, and include:

• 365 days of access
• Immediate results with instant exam scoring
• An interactive CE tracking system
• Printable certificate
• Designation CE credit for all courses

In addition to IAR CE, our courses are approved for CFP® certification CE, excluding the CFP® Ethics CE requirement. The CFP® Ethics CE course is not included in this library of online education courses but can be found here.

This library does not provide state Insurance CE.

Where noted, courses also provide CE credit for the following designations sponsored by the Investments & Wealth Institute (IWI) - Certified Investment Management Analyst (CIMA), Certified Private Wealth Advisor and/or Certified Private Wealth Analyst (CPWA), and Retirement Management Advisor and/or Retirement Management Analyst (RMA).

Visit the IAR Continuing Education Requirements page to view regulatory-specific information, including credit hours, course repetition and carry-over policies, reporting and roster fees, exam rules, reporting requirements, and how to contact NASAA.

Avoid Completing Duplicate Courses

Duplicate courses will not count toward the IAR CE requirement, even if completed in a subsequent year. Please refer to the Course IDs printed on your CE certificates for any courses previously taken prior to enrolling or selecting new courses.

To self-monitor your IAR CE, review your IAR CE transcript or view your IAR CE requirement status, please login to your FinPro account.

Complete Your CE by Mid-December

All IAR CE courses must be completed by the IAR and reported by the course provider to FINRA by December 26 in order for credits to be applied before January 2.