CE Credit Library
Elevate your practice and provide higher value to your clients
Explore our free resources below to get continuing education credits towards your CFP and CIMA certification, all while taking valuable knowledge with you.
Getting CE Credits from Envestnet Institute is easy:
- Watch a CFP & CIMA approved session
- Pass the associated short quiz
- Get your CE Credits
For more information, please see the FAQ's section at the bottom of this page.