CE credits

Earn multiple hours of continuing education credits for CFP and IWI

Put your knowledge to the test and unlock a variety of ways to gain valuable hours of CE credit through this course. Simply choose the module where you'd like to start, engage in associated lessons and take quiz when you're ready. 

Think like a CEO CE credit quiz

Earn 2 CE credit hours while you learn how to implement business goals and metrics for growth to help serve clients more efficiently. 

 

Associated lessons:

TAKE QUIZ

Develop your team CE credit quiz

Earn 3 hours in credit as you get into the details of team structure, recruiting and planning for succession. 

 

Associated lessons:

TAKE QUIZ

Optimize the client experience CE credit quiz

Earn 2 CE hours as you learn to create a client experience that’s purposeful, scalable and rooted in your long-term business vision.

 

Associated lessons:

TAKE QUIZ

Scale your business CE credit quiz

Earn an hour in credit while learning to delegate with confidence, strengthen communication and clarify responsibilities — laying the groundwork for a more scalable, efficient practice. 

 

Associated lessons:

TAKE QUIZ

Case studies

See what the theories above look like in real-world practice. Find insights, ideas and inspiration that make it easier to visualize your next move. 

View case studies

Tools and takeaways

What are your next steps to consider? Eliminate the guesswork with these action items that help you build and maintain momentum.

View tools and takeaways

Course glossary

View course glossary
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