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Continuing Education Credits

IWI AND CFP

We offer CE credits to financial professionals who complete the Options Masterclass.

We can offer Investments & Wealth Institute (IWI, formerly CIMA) and Certified Financial Planner (CFP) credits. Several agencies accept IWI or CFP credits. Though we cannot guarantee acceptance, we can provide a letter of completion that can be submitted to your credit agency for consideration.

We have been granted 5.5 CFP and 5.0 IWI credits for the masterclass.

Certified Financial Planner (CFP) or member of the Investments & Wealth Institute (IWI)

To claim your continuing education credits, here’s what you need to do:

Fill out the survey below.

For IWI, please enter your name and email address. For CFP, please enter your name, email address, and CFP board number.

If you are an IWI participant, you will receive the required code from us so you can submit the credits yourself. If you are a CFP participant, we will automatically submit your credits.

If you have questions or concerns about CE credits, please email our team at ce@jareddillianmoney.com.

Thank you for purchasing the Options Masterclass!

Jared Dillian Money

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