IWI® Courses

Welcome to the Broker Educational Sales & Training, Inc. (B.E.S.T.) self-study website. Review our course selection below along with descriptions. (All courses have been updated for 2022.) When ready to order, call 800-345-5669 and ask to speak with a self-study representative.


Due to state requirements, we are unable to offer state insurance credit with every IWI® course. Ask the B.E.S.T. representative for further information.


Click here to view the Investments & Wealth Institute’s (i.e.; CIMA, CPWA, RMA) license requirements.


Credit hour breakdown:

  • 2/1 credit hours = 30 question exam
  • 4/1 credit hours = 50 question exam
  • 5 credit hours = 50 question exam
  • 8/2 credit hours = 100 question exam
  • 10 credit hours = 100 question exam

Click on a course title to view its description.


Course

Credits

Advisors Guide to Medicare and Medicaid 5 OR 10
Estate Planning 5 OR 10
Ethics for the Insurance Producer 5
Florida 5 Hour Law and Ethics Update for 214 and 215 licensees 2/1
Guide to Retirement Planning Strategies 5 OR 10
Retirement Planning 5 OR 10
Retirement Plans for Small Businesses 5 OR 10
The Advisors Guide to 401(k) Plans 5
The Advisors Guide to Annuities and Ethical Practices 4/1 OR 8/2
The Advisors Guide to IRAs 5 OR 10
The Advisors Guide to Social Insurance Programs 5 OR 10
The Advisors Guide to Social Security Benefits 5
Understanding Social Security, Medicare and Government Benefits 5 OR 10