Crack the U.S. Distribution Code

CE-approved education built specifically for investment management firms.
Distribution Decoded helps manufacturers of investment products earn CE credit while gaining a clear, practical understanding of how U.S. distribution actually works inside an asset management organization.
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CE-Approved Distribution Education for Investment Management Firms

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Earn CE While Gaining Real Distribution Clarity

Distribution Decoded is an IWI-approved CE program designed for the manufacturing side of the industry. Portfolio managers, founders, CIOs, and distribution teams earn CE credit while learning how U.S. distribution truly functions across platforms, gatekeepers, and internal teams.
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Built for Busy Professionals

Our CE courses are self-paced, efficient, and focused on real-world understanding. Earn CIMA®, CPWA®, and RMA® CE credit without fluff, theory, or wasted time.
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CE That Works Inside the Firm

Unlike traditional CE, Distribution Decoded is designed to cascade inside organizations. Leaders take the CE for credit, gain clarity, and then roll the Foundations edition out to distribution, sales, marketing, operations, CRM, and analyst teams to create shared language and alignment.

Why Choose Distribution Decoded for CE

Most CE teaches concepts in isolation. Distribution Decoded teaches how distribution actually works inside asset management firms and how teams must align to execute effectively.

IWI-Approved CE Programs

Both Distribution Decoded courses are approved through IWI for CIMA®, CPWA®, and RMA® CE credit. CFA charterholders can self-report professional learning credits.

Firm-Level Education

These CE programs are built exclusively for investment management firms. They are not advisor-facing and not product-focused. The goal is internal clarity, better decision-making, and more consistent execution.

Flexible CE Adoption

Firms use Distribution Decoded CE for leadership credit, team-wide Foundations training, onboarding new hires, and aligning portfolio, sales, and operations teams.

CE Taught by a Real-World Practitioner

Brian Freeman is a former distribution executive who helped scale assets from $13B to $70B at a major U.S. asset manager. He brings direct, real-world experience into CE education that professionals can apply inside their firms, focusing on how distribution actually works in practice rather than theory designed simply to check a box.
“Distribution Decoded uses CE as a practical entry point to help investment management firms align leadership and teams around how U.S. distribution actually works.”

Brian Freeman, CIMA

CEO, Lead Consultant, FIMC

Trusted CE Education for Investment Management Firms

Firms use Distribution Decoded CE to create shared understanding across leadership, portfolio teams, and distribution teams while meeting continuing education requirements.

Asset Growth

PM Partnerships

Years Experience

What we offer

CE-approved education designed to improve how investment management firms think, communicate, and execute around U.S. distribution.
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Founder & PM CE Edition

Designed for founders, CIOs, and portfolio managers who need CE credit and a clear understanding of distribution mechanics inside asset management firms.

Foundations CE Edition

Built for distribution, sales, marketing, operations, CRM, and analyst teams to create a shared distribution language across the organization.

CE as the Entry Point

Distribution Decoded uses CE as the front door. The education earns credit, builds credibility, and creates the clarity firms need to align internally and support growth.

Our Courses

See what our clients have to say!

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Clarity You Can Use!

Excellent and very helpful. I’d picked up some of this over time, but never had it explained so clearly. Invaluable for investment teams and new salespeople.

Alex R., Portfolio Manager

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Exactly What I Needed

“As a founder, I knew how to run money but not how to sell it. This course gave me the tools and confidence to approach gatekeepers.”

Priya M., Fund Founder

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Simple and Practical

“I appreciated how the course broke down complex concepts like vehicles and platform eligibility into clear, actionable steps.”

David L., Asset Manager

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Concise and Focused

“In under an hour, I learned more about U.S. distribution than I had in months of trial and error. Highly recommend.”

Jordan K., Investment Professional

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