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CE Providers

The CE providers listed below are third-party providers that have educational program(s) that have been pre-accepted for Institute CE credit.

Certificants should contact CE providers directly with questions about their programs and which specific offerings have been pre-accepted. Upon participation, certificants should ask the CE Provider to share the Institute-assigned Program ID so that they can self-report CE credit online through their Institute dashboard.

Current Accepted Providers
A.D. Banker & Company, LLC
Affordable-Success-FirstChoice-ClienTell CE
Allianz Life Insurance Company of North America
Altius Learning
American Funds (Capital Group)
APIC-(Association of Professional Investment Consultants)
AQR Capital Management, LLC
Asset TV
Association of International Certified Professional Accounts
Barron's Magazine
Beacon Hill Financial Educators, Inc.
Bitwise Asset Management
BNY Mellon | Pershing
Brandes Investment Partners
Broadridge Fi360 Solutions
Broker Educational Sales & Training, Inc.
CAIA (Chartered Alternative Investment Analyst Association)
Calamos Investments
Cannon Financial
Charles Schwab & Co, Inc.
City National Rochdale
Continuing Education Center, Inc.
Cumberland Trust
Davis Advisors
Dimensional Fund Advisors
Dynasty Financial Partners
Envestnet Financial Technologies, Inc.
Estate Planning Council of Portland
Eventide Asset Management
Exit Planning Institute
Federated Hermes
Fidelity Charitable
Financial Advisor Magazine
Financial Planning Magazine
Financially Empowered, LLC
First Trust Portfolios
FPA of Minnesota
FPA of Wisconsin
Franklin Templeton
FS Investments
Global X ETFs
Goldman Sachs
GQG Partners LLC
Guggenheim Investments
Hartford Funds Distributors, LLC
Hightower Advisors
Informa Connect Ltd
Institute for Preparing Heirs
International Foundation of Employee Benefit Plans
Invesco and PowerShares by Invesco
Investment Management Research Program (fomerly Paul Wooley)
Janus Henderson Investors
John Hancock Academy
Just Build Wealth
Kaplan Financial Education
Kingdom Advisors, LLC
Legacy Capitals, LLC
Lord Abbett & Co LLC
Madison Investment Advisors, Inc.
ME Research, LLC
Merrill Lynch
Money Management Institute (MMI)
Morgan Stanley Wealth Management
Nasdaq Dorsey Wright
Neuberger Berman
Northern Trust
Orion Advisor Solutions
PIMCO Investments LLC
Plante & Moran, PLLC
Pohs Institute
Portfolio Management Institute
PortfolioConstruction Forum
ProShares | ProFunds
Quest CE
Quest: Alliance Bernstein Investments, Inc.
Quest: Diligence Fund Distributors
Quest: Lincoln National Life Insurance CO/CT
Quest: Macquarie Investment Management
Quest:Equitable Financial Life Insurance Company
Quest:Jackson National Life Insurance Company
Quest:Nationwide Life Insurance Company
Quest:Pruco Life Insurance Company
Quest:Russell Investments
Raymond James Consulting Services
Raymond James Investment Management (formerly Carillon Tower Advisers)
RegEd, Inc.
RegEd: Fidelity Investments
RegEd: First Eagle Investment Management
RegEd: Principal Life Insurance Company
Reged: T. Rowe Price
RegEd: VOYA Retirement Insurance and Annuity Company (ING)
RegEd:Hartford Life Insurance Company-RPG Marketing
Resolute Investment Managers, Inc.
RIA Database
RiverFront Investment Group
RMB Capital Management, LLC
S&P Dow Jones Indices
Sage Advisory Services
Securities Industry Institute
Shook Research, LLC
SS&C Learning Institute
State Street Global Advisors
Swan Global Investments
The Blackstone Group
Tolleson Wealth Management
UBS Financial Services
University of Miami
Virtus Investment Partners
WebCE, Inc.
Wells Fargo
William Blair & Company
Willow Network Inc

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