CE Approved Courses for Investment Professionals
Continuing education courses approved for CIMA, CPWA, and RMA designations, built around real distribution experience, not textbook theory.
Continuing Education Opportunities for Leading Industry Designations
PROGRAM INTRODUCTION
Distribution education built for how you actually work.
Most CE courses check a box. These are designed to add practical perspective on how intermediary distribution operates, how advisors make decisions, and what investment managers need to understand to build stronger, more sustainable distribution relationships.
All courses are developed and led by Brian Freeman, CIMA, with two decades of distribution leadership experience at Raymond James Investment Management and predecessor firms.
Available Courses
Decoding U.S. Distribution – Founder / Portfolio Manager Edition
Approved For: CIMA / CPWA / RMA
CE Credits: 1 hour
Format: On-demand | Self-paced
Description: Gain a clear, practical understanding of the U.S. distribution landscape. Learn how to position your strategy, navigate platform requirements, and take the right steps to expand access and accelerate growth.
Decoding U.S. Distribution: Foundations Edition
Approved For: CIMA / CPWA / RMA
CE Credits: 1 hour
Format: On-demand | Self-paced
Description: A crash course in U.S. investment distribution—who decides, how products fit, and what gatekeepers expect—so you can navigate with confidence.
WHY THIS CE PROGRAM
Earn credits. Build real perspective.
- Approved by Investments and Wealth Institute (IWI) for CIMA, CPWA, and RMA designations
- Developed by a former senior distribution executive with 20+ years of hands-on experience
- Self-paced, on-demand format -- complete on your schedule
- Focused on the distribution decisions and advisor dynamics that matter most in practice
Frequently Asked Questions
Which designations are these courses approved for?
Courses are approved through the Investments and Wealth Institute (IWI) for CIMA, CPWA, and RMA designations. Each course listing indicates which designations it satisfies.
Are courses self-paced?
Yes. All courses are on-demand and self-paced. You can start and stop as needed and complete requirements on your own schedule.
How do I receive my CE credits?
Both options are available. Many firms prefer virtual for efficiency; others find in-person sessions produce stronger alignment. We are flexible based on your team's needs.
Is a workshop the right starting point for our firm?
After completing a course and passing the assessment, you will receive a certificate of completion. Credit reporting to IWI follows the standard process for approved CE providers.
Can my firm purchase courses for multiple employees?
Yes. Contact us at StrategicGrowth@FreemanIMC.com to discuss group enrollment and bulk pricing for teams.
Are these courses only for distribution professionals?
The primary audience is investment management professionals, including distribution staff, advisors seeking to understand the investment management business, and leaders in asset management firms. The content is most relevant to those in or adjacent to intermediary distribution.