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
Provider
Advisor Perspectives
AdvisorHub
Affordable-Success-FirstChoice-ClienTell CE
Altius Learning
American Bankers Association
American Funds (Capital Group)
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
Box Options Exchange
BPAS
Broker Educational Sales & Training, Inc.
CAIA (Chartered Alternative Investment Analyst Association)
CAIS
Calamos Investments
Cannon Financial
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.
Corgenius
Cumberland Trust
Davis Advisors
Dimensional Fund Advisors
Dynasty Financial Partners
Envestnet Financial Technologies, Inc.
ETF Trends
Eventide Asset Management
Exchange Analytics Inc.
Exit Planning Institute
Federated Investors Inc
Fi360, Inc.
Fidelity Charitable
Fidelity Investments
Financial Advisor Magazine
Financial Planning Magazine
First Trust Portfolios
FPA National Capital Area
FPA of Minnesota
FPA of Wisconsin
Franklin Templeton Investments
FS Investments
Global X ETFs
Goldman Sachs
Guggenheim Investments
Hartford Funds Distributors, LLC
Inside ETFs
Institute for Preparing Heirs
Integrated Retirement Initiatives, LLC
International Foundation of Employee Benefit Plans
Intuition
Invesco and PowerShares by Invesco
Investment Innovation Institute
Investment Management Research Program (fomerly Paul Wooley)
InvestmentNews
Janus Henderson Investors
John Hancock Academy
Keeley Teton Advisors, LLC
Kingdom Advisors
KraneShares
Legacy Capitals, LLC
Legg Mason Inc.
Macquarie Investment Management
Madison Investment Advisors, Inc.
Merrill Lynch
Money Management Institute (MMI)
Morgan Stanley Wealth Management
myStockOptions.com
Nasdaq Dorsey Wright
Nerd’s Eye View | Kitces.com
Neuberger Berman
Northern Trust
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
Sage Advisory Services
Salient
Securities Industry Institute
Shook Research, LLC
SS&C Learning Institute
State Street Global Advisors
Strategic Insight
Swan Global Investments
TD Ameritrade Institutional
The Blackstone Group
Think2Perform
Toews Coporation
Tolleson Wealth Management
Tortoise
UBS Financial Services
University of Miami
Virtus Investment Partners
Wealthmanagement.com
WebCE, Inc.
Wells Fargo
William Blair & Company
XA Investments