Does Investment Advisor electronically report my CE credits to the CFP Board?
Yes, we electronically report CE Credits to the CFP Board bi-weekly. When you successfully pass a test, a PDF confirming that you gained an hour of CE credit is displayed immediately on-screen and e-mailed to you. • How can I tell how many CE hours I’ve gained from taking the IA tests? As soon as you take a test, your score and hour gained is displayed by clicking on “View Your Results” on the list of tests displayed at Investment Advisor’s Continuing Education Center. • Why do I have to provide you with my CFP License number before my CE test will be accepted for scoring? We require your license number so we can report CE hours gained directly to the CFP Board, using your unique name and license number. • Under which of the CFP Board of Standards subjects should the Investment Advisor CE credits be listed? Under the “General” category, financial planning process. • How far can I go back in the issues to take the CE tests? We provide a rolling 12 months of CE credit tests. Information
