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
Advisor HUB
Advisor Perspectives
Affordable-Success-FirstChoice-ClienTell CE
Allianz Global Investors
Allianz Life Financial Services, LLC
Altegris Investments
Altius Learning
American Bankers Association
American Funds Distributors
APIC-(Association of Professional Investment Consultants)
AQR Capital Management, LLC
Argus Research Co.
Aristotle Capital Management
Asset TV
Association of International Certified Professional Accountants
Barron's Magazine
Bedrock Business Results, LLC
Blue Ocean Global Wealth
Box Options Exchange
Brinker Capital
Broker Educational Sales & Training, Inc.
CAIA (Chartered Alternative Investment Analyst Association)
Calamos Investments
Cannon Financial
Capital Link Inc.
Carillon Tower Advisers (formerly Eagle Asset Management, Inc.)
Catalyst & Rational Funds
Cedar Capital
CFA Society New York
Charles Schwab & Co, Inc.
City National Rochdale
CMPS Institute
Continuing Education Center, Inc.
Cumberland Trust
Davis Advisors
Dimensional Fund Advisors
Dynasty Financial Partners
Envestnet, Inc.
Estate Planning Council of Portland
ETF Trends
Evanston Capital Management, LLC
Eventide Asset Management
Exchange Analytics Inc.
Exchange Traded Concepts
Exit Planning Institute
Federated Investors Inc
fi360, Inc.
Fidelity Charitable
Fidelity Investments
Financial Advisor Magazine
Financial Planning Magazine
First Eagle Investments Management
First Trust Portfolios
Focus Financial Partners, LLC
Forefront Analytics, LLC
FPA National Capital Area
FPA of Illinois
FPA of Minnesota
FPA of Wisconsin
Franklin Templeton Investments
FS Investments
Global X Funds
Goldman Sachs
Guggenheim Investments
Hartford Funds Distributors, LLC
Hightower Advisors
Inside ETFs
Institute for Preparing Heirs
Integrated Retirement Initiatives, LLC
International Foundation of Employee Benefit Plans
Invesco and PowerShares by Invesco
Investec Asset Management
Investment Innovation Institute
Investment Management Research Program (fomerly Paul Wooley)
Investment News
Janus Henderson Investors
John Hancock Academy
Kaplan Financial Education
Keeley Teton Advisors, LLC
Kingdom Advisors
Legacy Capitals, LLC
Legg Mason Inc.
Lord Abbett & Co LLC
Macquarie Investment Management
Madison Investment Advisors, Inc.
Mauldin Economics LLC
Merrill Lynch
MFS Investment Management
Money Management Institute (MMI)
Morgan Stanley Wealth Management
Nasdaq Dorsey Wright
Nerd’s Eye View | Kitces.com
Neuberger Berman
Northern Trust
Oppenheimer Funds, Inc.
Owl Rock
Pershing LLC
PIMCO Investments LLC
Plante & Moran, PLLC
Pohs Institute
Portfolio Management Institute
PortfolioConstruction Forum
ProShares | ProFunds
Quest CE
Quest: Alliance Bernstein Investments, Inc.
Quest: BMO Investment Distributors
Quest: Lincoln National Life Insurance CO/CT
Quest:AXA Equitable Life Insurance Company
Quest:Jackson National Life Insurance Company
Quest:Nationwide Life Insurance Company
Quest:Prudential Annuities Life Assurance Corporation
Quest:Russell Investments
Raymond James Consulting Services
Raymond James Financial Services
RegEd, Inc.
RegEd: Principal Life Insurance Company
RegEd: Putnam Retail Management
Reged: T. Rowe Price
RegEd: VOYA Retirement Insurance and Annuity Company (ING)
RegEd:Hartford Life Insurance Company-RPG Marketing
Resolute Investment Managers, Inc.
Resource Real Estate
RIA Database
RiverFront Investment Group
RMB Capital Management, LLC
S&P Dow Jones Indices
Securities Industry Institute
Shook Research, LLC
SS&C Learning Institute
State Street Global Advisors
Strategic Insight
Supernova Companies
Swan Global Investments
TD Ameritrade Institutional
The Blackstone Group
TheStreet, Inc.
Toews Coporation
Tolleson Wealth Management
UBS Financial Services
University of Miami
Virtus Investment Partners
Voya Investment Management
WebCE, Inc.
Weitz Investment Management
Wells Fargo
William Blair & Company
XA Investments