CE Providers

The CE providers listed below are third-party providers that have committed to IMCA® CE Sponsor status. These organizations regularly submit educational programs to IMCA for pre-review to be accepted for CE credit towards CIMA®/CIMC®/CPWA® certifications.

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 the IMCA-assigned Program ID so that they can self-report CE credit online through their My IMCA accounts.

Current Accepted Providers
Provider
Advisor Perspectives
Advisors4Advisors
Affordable-Success-FirstChoice-ClienTell CE
Allianz Life Financial Services, LLC
Altegris Investments
American Beacon Advisors, Inc.
American Century Investments
American Funds Distributors
AQR Capital Management, LLC
Argus Research Co.
Asset TV
Barron's Magazine
Box Options Exchange
Broker Educational Sales & Training, Inc.
CAIA (Chartered Alternative Investment Analyst Association)
Calamos Investments
Cannon Financial
Capital Link Inc.
Cedar Capital
CFRA
Charles Schwab & Co, Inc.
Chicago Board Option Exchange
Closed-End Fund Association (CEFA)
CMPS Institute
College Invest
Corgenius
Cumberland Trust
Destra Capital Investments
Dimensional Fund Advisors
Direxion
Eagle Asset Management, Inc.
ETF Securities
ETF Trends
ETF.com
Federated Investors Inc
fi360, Inc.
Fidelity Charitable
Fidelity Investments
Financial Advisor Magazine
Financial Planning Magazine
First Affirmative Financial Network, LLC
First Trust Portfolios
Focus Financial Partners, LLC
Forefront Analytics, LLC
FPA National Capital Area
FPA of Illinois
FPA of Minnesota
FS Investments
Global Interdependence Center
Global X Funds
Goldman Sachs
Guggenheim Investments
Hartford Funds Distributors, LLC
International Association of Advisors in Philanthropy (AIP)
Intuition
Invesco and PowerShares by Invesco
Investment News
Investopedia
Janus Capital Group
JP Morgan
Kaplan Financial Education
Keeley Teton Advisors, LLC
Kingdom Advisors
Legacy Capitals, LLC
Legg Mason Inc.
Lord Abbett & Co LLC
Matthews International Capital Management, LLC
Mauldin Economics LLC
Merrill Lynch
MetLife Investors Distribution Co.
Money Management Institute (MMI)
Montage Investments
Morgan Stanley Wealth Management
Nationwide Private Client
Nerd’s Eye View | Kitces.com
Northern Trust
Nuveen
Paul Woolley Centre, University of Technology Sydney
Penn Capital Management
PIMCO Investments LLC
Plante & Moran, PLLC
PortfolioConstruction Forum
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 Financial Services
RegEd, Inc.
RegEd:BlackRock, Inc.
RegEd:OppenheimerFunds Inc.
RegEd:Principal Life Insurance Company
RegEd:Putnam Retail Management
Reged:T. Rowe Price
RegEd:VOYA Insurance and Annuity Company
RegEd:Wells Fargo Funds
Resource Real Estate
RIA Database
Salient
SC Distributors, LLC
Shook Research, LLC
SS&C Learning Institute
State Street Global Advisors
Stonebrook Capital Management, LLC
Supernova Companies
The Blackstone Group
The Patient's Playbook
The Salvation Army
Think2Perform
TIAA CREF Wealth Management Group
Tortoise
UBS Financial Services
Virtus Investment Partners
Wealthmanagement.com
WebCE, Inc.
Wells Fargo
Wilkes University
WisdomTree Asset Management, Inc.