CIMA, CPWA, RMA and CIMC continuing education requirements
As of Oct 5, 2026, the Investments & Wealth Institute requires 40 hours of CE per 2-year cycle, including 2 ethics and 1 tax or regulatory, for CIMA, CPWA and RMA.
The Investments & Wealth Institute sets the CE rule for its certifications. Here is what it requires, and where each figure comes from.
What is required today
40 hours per 2-year cycle, including 2 ethics, 1 tax or regulatory
- Cycle
- A 2-year period set by your own renewal date.
- Carryover
- None.
"40 CE hours within each two-year renewal period" Source: investmentsandwealth.org, checked Oct 5, 2026.
We have not confirmed this requirement yet. Check with Investments & Wealth Institute.
How the rule works
- One set of hours counts for every active CIMA, CPWA and RMA certification. Renewal date is the Term End Date on the IWI Dashboard.
Not yet confirmed
We show these as open until the body that sets the rule confirms them.
- How each person's two-year renewal period is set. IWI points to the Term End Date on your IWI Dashboard; we have not confirmed how that date is first assigned.
- The CE requirement for CIMC holders. IWI does not publish one.
Other requirement guides: CFP · CFA · American College (ChFC, CLU, RICP) · IAR CE by state · FINRA CE
Requirements shown are summaries. Your designation body and state regulator have the final word. Today is Oct 8, 2026, Eastern.