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Continuing Education Credits

IWI AND CFP

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

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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.

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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:

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Fill out the survey below.

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

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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.

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Thank you for purchasing the Options Masterclass!

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Jared Dillian Money

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