To receive CE credit for CFP, IWI and/or IAR (CFP credit available for U.S.-based registrants only) for watching this program, you must complete the following quiz.

• Remember to enter your continuing education board ID number(s) to ensure we can submit your information for credit.
• Enter your name as it appears on your driver's license or government-issued ID card.
• If you encounter any issues, please email: [email protected]

Investments & Wealth Institute® has accepted this program for 1 hour of CE credit toward the CIMA®, CPWA® and RMA® certifications.

NASAA does not endorse any particular provider of CE courses. The content of the course and any views expressed are my/our own and do not necessarily reflect the views of NASAA or any of its member jurisdictions.

Capital Client Group, Inc.