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Earn Continuing Education Credits through CAIS IQ

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There are several ways you can earn continuing education credits through CAIS IQ.

Earn Continuing Education Credits with CAIS IQ

CAIS makes it easier to manage your progress on your CIMA® and CFP® continuing education requirements. 

How to Track CE Credits on CAIS IQ 

Financial advisors with a CIMA® and CFP® certification can earn continuing education (CE) credits through select CAIS IQ Foundations courses. The Foundations series is designed to provide a base knowledge of key topics in alternative investing, including hedge funds, private equity, private credit, private real estate, digital assets, structured notes, and more.  

Click on the dropdowns below to learn how to earn CE credits and track progress toward your renewal requirements. Please reach out to [email protected] with questions. 

Want To Learn More?

For more information about investment opportunities available on the CAIS platform, contact a CAIS representative.

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Footnotes

Please be advised that Capital Integration Systems LLC (“CAIS”), and/or its affiliated entities, is not responsible for making any determination as to whether continuing education credit has been earned for courses completed through CAIS IQ. By providing your credential numbers herein, CAIS will provide evidence that you completed the applicable CAIS IQ course(s) to the Investments & Wealth Institute and CFP Board. The Investments & Wealth Institute and CFP Board will make the final determination on whether continuing education credit has been earned. The determination may take time to process. Accordingly, please anticipate a delay between the time you complete the eligible CAIS IQ course(s), and the time you receive the CIMA® or CFP® continuing education credit.