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:

  • 4 credit hours = 40 question exam
  • 5 credit hours = 50 question exam
  • 10 credit hours = 100 question exam

Click on a course title to view its description.

* Credits with "/" (slashes) = CE Credit / Ethics / Tax Regulation



Advisors Guide to Medicare and Medicaid 5 OR 10/0/1
Estate Planning 5 OR 10/0/1
Ethics for the Insurance Producer 5/5/0
Florida 4 Hour Law and Ethics Update for 214 and 215 licensees 4/3/1
Guide to Retirement Planning Strategies 5/0/1 OR 10/0/1
Retirement Planning 5/0/1 OR 10/0/1
Retirement Plans for Small Businesses 5 OR 10/0/1
The Advisors Guide to 401(k) Plans 5
The Advisors Guide to Annuities and Ethical Practices 5/1/1 OR 10/2/1
The Advisors Guide to IRAs 5/0/1 OR 10/0/1
The Advisors Guide to Social Insurance Programs 5 OR 10/0/1
The Advisors Guide to Social Security Benefits 5