Financial Advisor Marketing & Technology

Marketing & Technology For Independent Financial Advisors


Archive for the ‘Financial Advisor Webinars’ Category

CIMA®, CIMC®, and CPWA® CE Credit For Advisors4Advisors Webinars

Financial advisors with a CIMA®, CIMC®, or CPWA® designation from the Investment Management Consultants AssociationSM (IMCA®) can now receive up to 100 hours of continuing education credits from webinar replays at Advisors4Advisors.

IMCA administers three professional designations held by more than 6,000 financial advisors: Certified Investment Management AnalystSM, Certified Private Wealth AdvisorSM, and Certified Investment Management ConsultantSM.

To receive credit, you must log into Advisors4Advisors, view an eligible recording, and mail or fax to IMCA its CE Form. Since sessions are pre-approved by IMCA, you need only fill in your name, company, webinar program name, date of viewing, and the last four digits of your social security number.

Along with IMCA CE credit, Advisors4Advisors offers continuing education on about 50 webinar replays to Certified Financial Planner™ (CFP®) licensees.

Although Advisors4Advisors does not receive pre-approval for CE credit for other professional designations, you may be able to receive credit nonetheless. Registered ParaplannersSM and Certified Wealth Strategists® receive credit for many of our webinars. CPAs and other professionals may be able to provide the webinar description and slides to an accrediting organization to receive CE credit.

Webinars approved for CFP® or IMCA CE credit are displayed on the Advisor4Advisors webinar page. Webinar Page

Easily see what webinars are eligible for CE credit on Advisors4Advisors

After viewing an eligible replay, be sure to visit the “CE Credit” tab of your profile for the link to IMCA’s CE Submittal Form, which you’ll need to complete and send to IMCA®. CFP® professionals will find a link to take a 10-question quiz that is required to self-report credits to the CFP Board of Standards.

CE credit info is stored in your A4A profile

Your Advisors4Advisors profile tracks CE credit

If you have any questions about continuing education credit for our webinars, email

An annual subscription to Advisors4Advisors is just $60 and gives you access to our entire library of recorded webinars, daily news aggregation, blogs from industry experts, and financial advisor reviews of technology applications.

You are currently browsing the archives for the Financial Advisor Webinars category.