FPA Experience 2011 offers abundant continuing education opportunities with an anticipated 20.5 hours of continuing education credit (including pre-conference events) plus more in the Professional Development Pavilion. Note that all continuing education credit is pending submission and acceptance by Certified Financial Planner Board of Standards, Inc. FPA designs its programs to comply with the principles of good practice accepted by most major professions. FPA will apply for acceptance from CFP Board and report continuing education to CFP Board on behalf of attendees. CFP Board has final authority on accepted sessions. Additionally, attendees may self-report continuing education credit to Society of Financial Service Professionals (SFSP), Professional Achievement in Continuing Education (PACE) and Investment Management Consultants Association (IMCA). Designees may download and print a certificate of completion from FPA's website, www.FPAnet.org, four weeks following the event for self reporting purposes.
FPA will apply to select states for state insurance continuing education credit. Please visit the State Insurance Credits page for detailed information, registration information, on-site procedures and a list of states and sessions that will be applied for state insurance continuing education credit.
Financial Planning Association is registered with the National Association of the State Board's of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit.
Complaints regarding registered sponsors may be addressed to the National Registry of CPE Sponsors, 150 Fourth Avenue North, Suite 700, Nashville, TN 37219- 2417. Web site: http://www.nasba.org/.
Method of Presentation: Lecture, Panel and Open Discussion
Level of Learning: Overview
Advance Preparation: None
Prerequisite Knowledge/Experience: None, entry-level introduction is provided
Total Recommended CPE Credits: To be determined.
Receiving Continuing Education Credits at the Conference
To receive continuing education credit for FPA Experience 2011, you must scan your badge as you enter each session. Visit the State Insurance Credits page for specific requirements to receive credit, as they differ.
We also ask that you complete and turn in a Speaker/Session Evaluation Form at the end of each session you attend. The evaluation forms will be used as a back up to the badge scans for CE purposes. Forms faxed or mailed to FPA after the conference cannot be accepted for credit. The form must be completely filled out to properly process.
Monitors will be posted at each session to keep track of anyone who leaves during the session to ensure that the session is attended for the full duration. If you are late to a session, leave the session early or do not attend the session for the duration, CE will not be awarded. Visit the State Insurance Credits page for specific requirements to receive credit, as they are more rigorous.
Reporting Continuing Education Credits
CFP Board of Standards CE
FPA will automatically report credits to the CFP Board within four weeks of the conference.
All Other Designations
As the attendee, you are responsible for reporting CE credit for other designations you may hold. Visit FPA's Web site to print a certificate of completion (about 4 weeks after the conference). This certificate may be used to report other CE hours.
Questions
For questions related to continuing education credit, please contact FPA Member Services at MemberServices@FPAnet.org or 800.322.4237, option 2.
