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Exams
Take Exam(s)
Logged-in users who have purchased and read a book can access the final examination after 2 days from time of purchase.
About
Products
CFP (Certified Financial Planner)
IAR (Investment Adviser Representative)
IWI (Investments & Wealth Institute)
Specials
State Insurance
Credit Type
Pick the credit type that is needed. Under State Insurance will be an option to add CFP and/or IWI credit. After reading the material you will have the ability to take an electronic exam and receive CE credit with a passing score of 70% or better. Electionic exams offer unlimited retakes.
FAQs
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- Using this Site
How To
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Welcome, Guest ( Login )

How to Use this Site

There are two (2) ways to create an account:

You can create an account prior to purchase.
Click on "My Account" in the navigation bar at the top of the page.
In "My Account" click on "Customer Registration" and fill out the form.
When you click "Proceed to Checkout" under "1. CHECKOUT METHOD" click "Create account" and fill out the form.

Select a category from Products on the navigation bar.
Click on "Order" next to the product that you want to purchase.
Select "Continue Shopping" or "View Cart".
If you select "Continue Shopping" you can select other products.
If you select "View Cart" you will be taken to the cart to "Proceed to Checkout".
On the Checkout page you can select "Returning Customer" or "Create account".
For "Returning Customer" enter your email address and password then click "Login".
For "Create account" fill out the form below "2. BILLING DETAILS".
Select "SHIPPING METHOD".
Select "PAYMENT METHOD".
Enter Coupon if applicable.
Click "Submit Order"

Once your order has been placed you will be returned to the "Order Receipt" page.
At the top of the page under "Download these files" is a link to the study material in PDF format.
You MUST download the study material and read the content prior to taking the electronic exam.
If you forget to download the material, a link will be available in your emailed receipt.
When you click the link in the email you will have to login to go to your account and follow the last step below.
You can also return here and login to your account.
Under "My Account" go to ""Download" and click the Download link.

You must login to take the electronic exam.

Certificates are mailed to the email address that was setup at registration.
Certificates should be received within 2 business days of exam completion.
Check your SPAM / JUNK folder if you did not receive an email in your Inbox.
If you did not receive an email with your certificates attached, call 800-345-5669 and ask to speak with an Accredidation representative.