Client Conversations - IRAs in Today's Tax Environment

To receive designation credit, you must certify that you reviewed all materials and then complete the exam.

  • Enter the associated license number to ensure you can receive a certificate after successfully completing the exam. If electing CFP credit, this will also be used to submit your credits to the CFP Board.
  • The exam requires a passing score of 70%. If this score is not achieved on the first attempt you will have the option to retake the exam until this score is achieved.
  • If electing CFP credit, your credits will be submitted within two business days of exam completion.
  • If electing credit for any other designation, you will receive a certificate of completion and will need to self-report your credits to the appropriate designation.
  • Please contact with any questions.

Personal Information

Certified Financial Planner (CFP)
Investments and Wealth Institute (IWI/CIMA/CPWA)
I certify that I have reviewed all materials associated with this exam.